Success CE has developed a “state of the art” NAIC Annuity Training and Product Specific Training (PST) Platform that will provide the following through a customized and Co-branded website for each Carrier:

  • Carriers will be able to confidently reflect to regulators that their Producers are compliant with both Annuity Suitability and Product Specific Training
  • Success CE has PST Course versioning software to comply with Insurance Carriers’ needs to add a new updated version of their PST courses
  • Success CE will “meet or beat” any pricing from any company claiming to have the ability to provide Annuity Suitability and Product Specific Training Verification.
  • Therefore, Carriers will receive the most cost-effective and comprehensive solution for their Producers to comply with the NAIC Suitability in Annuity Transactions Model Regulation
  • Ask Success CE how your carrier or distributor is eligible to not incur any upfront fees, annual fees, or course loading fees.
  • Carriers can send Success CE a list of their appointed Producers, as well as Carrier Product Specific Training courses to be completed by Producers
  • Success CE will then onboard all the Producers, allowing them to sign in directly
  • Carriers may send their Product Specific Training courses to Success CE in a Power Point, PDF, Video, or any other format for easy upload into the Success CE training platform.
  • Success CE’s Suitability Training Platform sends encrypted daily data feeds of Producer completions and a student detail report of courses to Carriers

For a demonstration of our platform, please contact Shelley Bell at (770) 783-0174 or Email