Important Notice to All Agents
Soliciting or Selling Annuities in Texas

Texas 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 in TexasThe current resident agent CE training requirement that was adopted 4/1/2010 will remain in effect - it is a separate training and will not satisfy these requirements.      

BOTH the General Annuity Training & the Product-Specific Training must be completed.  Consult the chart below for the effective date of each training requirement. 2 Effective Dates appear for your state.  The Effective Date that applies to you is subject to the date on which you became insurance licensed in Texas. If you were licensed BEFORE the Effective Date ("Currently Licensed"), you have an extended period before the training must be completed.

   General Annuity
Training CE
Carrier-Specific
Product Training
StateEffective DateNewly
Licensed
Currently
Licensed
Newly
Licensed
Currently
Licensed
Texas9/1/11 9/1/11 3/1/12 9/1/11 3/1/12 

Carrier-Specific Product Training Element
The state of Texas will require all carriers to provide Product-Specific Training on their respective annuity products.  The EquiTrust Product-Specific Training is available now.  Click here to access the EquiTrust Product-Specific Training. 

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 Texas Department of Insurance website.   

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.



Questions?  Send an email to EquiTrust Sales Support,
call 866-598-3694, or visit our website EquiTrust.com.

EquiTrust Life Insurance Company, West Des Moines, IA.  For Producer Use Only.  
AC11-ET-ECN-1091.