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Annuity Training

Effective January 1,2021 a New NAIC DOL Fiduciary Model was implemented in certain states – Please click the carrier links below for details and or to determine if your state requires additional annuity suitability or continuing education training prior to any annuity sale.

Annuity product training must be completed to proceed with your appointment and before you complete an application.   Note that several states require suitability training as well.  Please e-mail C&L@innovativeunderwriters.com if you have any questions.

American General

ANICO

Questions? Or want to check the status of your Training? Call the IMG Field Support Center at 888-501-4043 or send an email to imgfsc@americannational.com

Integrity
Portal code: WSFG

Lincoln Financial

Minnesota Life/Securian
How to complete your MN/Securian training reference piece – click here.
Questions? Call 1-877-593-3366.

Nationwide 

Nationwide recently received word from Pennsylvania that there will be additional training required for all financial professionals, to conduct business in the state. Below are the details on what will go into effect on December 1st, 2020, and how training can be completed.

The Commonwealth of Pennsylvania, through PA House Bill 152, is implementing regulatory annuity financial professional training requirements. This requires financial professionals to complete annuity producer training that consists of product-specific training, and a one-time, four-hour, basic annuity CE training prior to selling annuities.

Principal
A majority of states require you to complete product-specific annuity training and/or a state-specific annuity training  please click HERE  for annuity training instructions and details needed to complete the training. 

If you’re having technical issues accessing the courses, please contact RegEd Customer Service at 800-334-8322, option 2.

Symetra
Contracted agents can view it on RegEd
Non-Contracted must use Kaplan

Innovative Underwriters, Inc. works with a variety of insurance carriers. Any product guarantees expressed in a carrier’s policy/contract are backed by the claims paying ability of the issuing carrier and/or its named subsidiary. Innovative Underwriters, Inc. is a wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Innovative Underwriters, Inc is insurance licensed in AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY . This Internet site may provide links to other sites for your convenience in locating related information and services. Innovative Underwriters, The Guardian Life Insurance Company of America (Guardian) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Innovative Underwriters and Guardian cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. Innovative Underwriters and Guardian do not recommend or endorse these organizations or their products or services in any way. Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You or your client should consult with your tax or legal advisor regarding your individual situation. Neither Guardian nor its subsidiaries issue Long Term Care Insurance. This Website Is Intended For Agent/Broker Use Only And Not For Use With The General Public.

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