NY REG 187
Effective 2/1/2020 agents writing life business in NY will need to show proof of completion for not only the Industry REG 187 NY Training most commonly done thru Reg Ed, but also complete Carrier Specific Product training as well!
To ensure you are compliant and avoid your app from being returned – please be sure you have completed and submitted a both sets of certification to our licensing team direct at C&L@innovativeunderwriters.com or speak to a licensing specialist for assistance.
Specific Carrier Product training is required PRIOR to app solicitation – if you have not completed Product training – please click the carrier name below for information or linked to their training portal direct.
Must be appointed to complete product training
Ameritas Life Insurance Products NY: (20AMERITAS_01)
NY Reg 187 SuitabilityTraining: Course 484_NY or 485_NY
Reg Ed Fixed product training – code is LincolnFixedLife
Reg Ed Product Training approved course numbers 19TERM0100 and 19PERM0100
William Penn
Product training not required
REG 187 – Industry Training for Suitability and Best Interest
Reg Ed Industry Training is accepted with mostly all carriers.*
Please send proof of completion to our licensing team at C&L@innovativeunderwriters.com
- Details provided are subject to change, and provided for informational purposes only.
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While many carriers have named specific CE providers for training on Reg 187, this is technically a NY DFS requirement that can be met by approved courses listed on the NY DFS website.
*Security Mutual requires LIMRA REG 187 training – please click the REG 187 Training link above to complete and send copies of completion to our licensing team.