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General Annuity Training CE AND
Carrier-Specific Product Training
Required:
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General Annuity
Training CE
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Carrier-Specific
Product Training
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State
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Effective Date
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Newly
Licensed
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Currently
Licensed
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Newly
Licensed
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Currently
Licensed
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Colorado
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4/1/11
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4/1/11
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10/1/11
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4/1/11
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10/1/11
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Connecticut
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2/18/12
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2/18/12
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8/18/12
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2/18/12
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2/18/12
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DC
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6/24/11
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6/24/11
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6/24/11
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6/24/11
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6/24/11
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Hawaii
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1/1/12
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1/31/12
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1/31/12
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1/1/12
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1/1/12
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Indiana
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6/30/11
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1/1/12
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7/1/12
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1/1/12
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1/1/12
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Iowa
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1/1/11
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5/1/11
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5/1/11
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1/1/11
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1/1/11
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Maryland
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11/1/11
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11/1/11
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11/1/11
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11/1/11
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11/1/11
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North Dakota
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8/1/11
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8/1/11
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8/1/12
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8/1/11
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8/1/11
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Ohio
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7/1/11
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7/1/11
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1/1/12
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7/1/11
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7/1/11
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Oklahoma
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effective
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effective
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7/14/11
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7/14/11
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7/14/11
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Oregon
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7/1/11
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8/1/11
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1/1/12
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7/1/11
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7/1/11
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Rhode Island
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6/1/11
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6/1/11
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12/1/11
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6/1/11
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6/1/11
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South Carolina
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9/25/11
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9/25/11
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3/25/12
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9/25/11
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9/25/11
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Texas
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9/1/11
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9/1/11
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3/1/12
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9/1/11
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3/1/12
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West Virginia
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7/1/11
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7/1/11
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1/1/12
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7/1/11
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7/1/11
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Wisconsin
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5/1/11
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5/1/11
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11/1/11
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5/1/11
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5/1/11
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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. Two 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
Connecticut
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.
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