Sales Training

We understand the challenges and scrutiny agents face in the financial services industry.  That is why as an appointed agent with us, you will also be required to complete an Annuity Agent Certification Course.  This course certifies your expertise and commitment to providing your clients with products that meet their needs and ensures you exceed the standards set forth by industry regulations.

In addition to an insurance license, appropriate securities registration and an appointment to sell, you may need to complete additional training requirements for our products before you can successfully submit business.

Product Specific NAIC Training

You can preview the NAIC training presentations below. For the required certification of completion, however, please complete the training through an approved vendor online or company-sponsored event, such as a conference call or live NAIC training seminar.

ForeCare
NAIC Training
 

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Choice Accumulation
NAIC Training

 

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SecureFore
NAIC Training

 

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Index Bonus 115

NAIC Training
 

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Choice Income

NAIC Training

 

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ForeFreedom Savers

NAIC Training

 

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ForeSpending Select

NAIC Training

 

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Income 125+

NAIC Training

 

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Income 150+

NAIC Training

 

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RegEd

To streamline compliance with the Annuity Model Regulation, we have partnered with RegEd, an excellent resource for training and continued education for all agents which is utilized by some of the largest carriers in the country. The Annuity Model Regulation specifies that agents must complete four-hour general annuity CE training which will be offered by and tracked through RegEd. In addition, agents must complete our product-specific training in

To complete your product-specific training go to www.reged.com.

 

 

FOR PRODUCER USE ONLY. NOT FOR USE WITH THE PUBLIC.

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