Product Specific Training and Suitability Training Requirement Information
In 2010, the NAIC adopted a new, enhanced “Suitability in Annuity Transactions Model Regulation.” While the new Model Regulation contains many of the same requirements as the previous suitability regulations, there are three significant changes:
Both the 4-hour training course requirement and the product specific training course requirement can be satisfied by visiting https://secure.reged.com/TrainingPlatform/. Reliance Standard's Product Codes are:
To determine if your state has enacted the new Model Regulation, review the most recent bulletin regarding Product Specific Training & Suitability Requirements.