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How to Comply with New Annuity Training Requirement

March 12, 2019
11:35 AM

Meet Pennsylvania’s new annuities suitability training requirement with ease – and without great expense. IA&B will offer a live, four-hour “Annuities – Consumer Protection and Suitability” webinar twice this spring:

  • Tuesday, March 26, 9 AM-1 PM
  • Tuesday, May 21, 9 AM-1 PM

IA&B members pay only $50 to attend (non-members pay $140). The webinar is filed for 4 hours of Annuity CEs in Pennsylvania, Maryland, and Delaware.

As previously reported in Agent Headlines, all producers who hold a life and annuities license – even if they do not sell annuities – must comply with the one-time training requirement, which took effect Dec. 26, 2018.

Producers licensed before the statute’s effective date must meet the requirement on or before the end of their next complete license period. (For example, if your license expires on March 31, 2019, you have until March 31, 2021 – the end of your next complete license period – to comply.) For those who become licensed after the effective date, the requirement must be met on or before the end of their first licensing period.

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