Product Training Required Before Solicitation
Product Training Required Before Solicitation
All Agents/All States - Effective June 1, 2013 - Simplified Web Login!
EquiTrust Life requires ALL producers (regardless of state) to complete EquiTrust Product Training before soliciting annuity business.
Applications received without completed training will not be accepted.
EquiTrust Product Training takes about forty-five minutes to complete, and is available online, at Agents.EquiTrust.com.
To complete your EquiTrust Life Product Training, go to the Agent Website: Agents.EquiTrust.com. Click on the Required Training Link. Then select Click Here to Begin EquiTrust Product Training; you will be linked to SuccessCE - our training site hosted by an external training vendor.
• As a currently contracted agent, you'll need your agent code, birth date and last four digits of your SS# or Tax ID#
• Agents not yet contracted need only their birth date and last four digits of their SS# or Tax ID#
You can also see your training history at the
Required Training link (login required).
Reminder: States that have adopted the NAIC Annuity Suitability regulation require annuity-specific Continuing Education
in addition to carrier-specific product training. To see if your state requires annuity-specific Continuing Education, please check our website.
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General Annuity
Training CE
|
|
State
|
Effective Date
|
Newly
Licensed
|
Currently
Licensed
|
| Alaska |
10/16/11
|
|
10/16/11
|
|
4/16/12
|
|
|
California
|
effective
|
|
effective
|
|
1/1/12
|
|
|
Colorado
|
4/1/11
|
|
4/1/11
|
|
10/1/11
|
|
|
Connecticut
|
2/18/12
|
|
2/18/12
|
|
8/18/12
|
|
|
DC
|
6/24/11
|
|
6/24/11
|
|
6/24/11
|
|
|
Hawaii
|
1/1/12
|
|
1/31/12
|
|
1/31/12
|
|
| Idaho |
4/4/13
|
|
4/4/13
|
|
10/4/13
|
|
|
Illinois
|
7/1/12
|
|
7/1/12
|
|
7/1/12
|
|
|
Indiana
|
6/30/11
|
|
1/1/12
|
|
7/1/12
|
|
|
Iowa
|
1/1/11
|
|
5/1/11
|
|
5/1/11
|
|
| Kansas |
6/1/13
|
|
6/1/13
|
|
12/1/13
|
|
|
Kentucky
|
1/1/12
|
|
1/1/12
|
|
7/1/12
|
|
| Louisiana |
8/15/12
|
|
8/15/12
|
|
1/1/13
|
|
|
Maryland
|
11/1/11
|
|
11/1/11
|
|
5/1/12
|
|
| Michigan |
6/1/13
|
|
6/1/13
|
|
12/1/13
|
|
| Minnesota |
6/1/13
|
|
1/1/14
|
|
7/1/14
|
|
| Mississippi |
4/10/13
|
|
9/1/13
|
|
9/1/14
|
|
| Nebraska |
7/19/12
|
|
7/19/12
|
|
1/19/13
|
|
|
| New Hampshire |
1/1/15
|
|
1/1/15
|
|
6/30/15
|
|
|
| New Jersey |
2/4/13
|
|
8/4/13
|
|
8/4/13
|
|
|
North Dakota
|
8/1/11
|
|
8/1/11
|
|
8/1/12
|
|
|
Ohio
|
7/1/11
|
|
7/1/11
|
|
1/1/12
|
|
|
Oklahoma
|
effective
|
|
effective
|
|
7/14/11
|
|
|
Oregon
|
7/1/11
|
|
8/1/11
|
|
1/1/12
|
|
|
Rhode Island
|
6/1/11
|
|
6/1/11
|
|
12/1/11
|
|
|
South Carolina
|
9/25/11
|
|
9/25/11
|
|
3/25/12
|
|
| South Dakota |
7/1/12
|
|
7/1/12
|
|
1/1/13
|
|
|
Texas
|
9/1/11
|
|
9/1/11
|
|
3/1/12
|
|
|
Utah
|
3/26/12
|
|
N/A*
|
|
N/A*
|
|
|
Washington
|
3/29/12
|
|
3/29/12
|
|
9/29/12
|
|
|
West Virginia
|
7/1/11
|
|
7/1/11
|
|
12/31/11
|
|
|
Wisconsin
|
5/1/11
|
|
5/1/11
|
|
11/1/11
|
|
| Wyoming |
9/26/14
|
|
9/26/14
|
|
3/26/15
|
|
*General Annuity Training CE not required in Utah.
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:
Alaska
California
Colorado
Connecticut
D.C.
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maryland
Michigan
Minnesota
Mississippi
Nebraska
New Hampshire
New Jersey
North Dakota
Ohio
Oklahoma
Oregon
Rhode Island
South Carolina
South Dakota
Texas
Utah
Washington
West Virginia
Wisconsin
Wyoming
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: 515-226-5102, or email: [email protected]
Click Here To Take Required Training