General Annuity Training CE &
Carrier-Specific Product Training Required:
| | | | General Annuity
Training CE | Carrier-Specific
Product Training |
| State | Effective Date | Newly
Licensed | Currently
Licensed | Newly
Licensed | Currently
Licensed |
| Colorado | 4/1/11 | | 4/1/11 | | 10/1/11 | | 4/1/11 | | 10/1/11 | |
| DC | 6/24/11 | | 6/24/11 | | 6/24/11 | | 6/24/11 | | 6/24/11 | |
| Hawaii | 1/1/12 | | 1/31/12 | | 1/31/12 | | 1/1/12 | | 1/1/12 | |
| Indiana | 6/30/11 | | 1/1/12 | | 7/1/12 | | 1/1/12 | | 1/1/12 | |
| Iowa | 1/1/11 | | 5/1/11 | | 5/1/11 | | 1/1/11 | | 1/1/11 | |
| Maryland | 11/1/11 | | 11/1/11 | | 11/1/11 | | 11/1/11 | | 11/1/11 | |
| North Dakota | 8/1/11 | | 8/1/11 | | 8/1/12 | | 8/1/11 | | 8/1/11 | |
| Ohio | 7/1/11 | | 7/1/11 | | 1/1/12 | | 7/1/11 | | 7/1/11 | |
| Oklahoma | effective | | effective | | 7/14/11 | | 7/14/11 | | 7/14/11 | |
| Oregon | 7/1/11 | | 8/1/11 | | 1/1/12 | | 7/1/11 | | 7/1/11 | |
| Rhode Island | 6/1/11 | | 6/1/11 | | 12/1/11 | | 6/1/11 | | 6/1/11 | |
| South Carolina | 9/25/11 | | 9/25/11 | | 3/25/12 | | 9/25/11 | | 9/25/11 | |
| Texas | 9/1/11 | | 9/1/11 | | 3/1/12 | | 9/1/11 | | 3/1/12 | |
| West Virginia | 7/1/11 | | 7/1/11 | | 1/1/12 | | 7/1/11 | | 7/1/11 | |
| Wisconsin | 5/1/11 | | 5/1/11 | | 11/1/11 | | 5/1/11 | | 5/1/11 | |
Annuity producers must complete 4 hours of General Annuity Training CE credits (provided by a state-approved training vendor) AND Product-Specific Training with any/all annuity carriers for which you will solicit or sell annuities.
BOTH elements must be completed. Consult the chart above for the effective date of each training requirement. 2 Effective Dates may appear for your state. The Effective Date that applies to you is subject to the date on which you became insurance licensed in that state. If you were licensed BEFORE the Effective Date ("Currently Licensed"), you may have an extended period before the General Annuity Training must be completed.
Carrier-Specific Product Training Element
All carriers are required to provide Product-Specific Training on their respective annuity products. The EquiTrust Product-Specific Training is available now at the "Required Training" link.
General Annuity Training Element
Four hours continuing education credits must be obtained by an approved vendor offering General Annuity Training. Only state-approved training courses meet the requirement and are available at the Department of Insurance websites:
Colorado
D.C.
Hawaii
Indiana
Iowa
Maryland
North Dakota
Ohio
Oklahoma
Oregon
Rhode Island
South Carolina
Texas
West Virginia
Wisconsin
Please contact the training vendors for dates, times and fees. You must provide a certificate of completion to EquiTrust prior to soliciting or selling to fulfill your General Annuity Training requirement: FAX: 515-453-3362, or email: Agent.Administration@EquiTrust.com.
