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December 1, 2014 Tackle your clients’ retirement needs with the American Custom 10!
As you may know, New Hampshire recently amended the 2006 NAIC Suitability in Annuity Transactions Model Regulation. Many of the training requirements now follow the 2010 model regulation. As part of the regulation, producers who hold a life 1. Complete our product-specific training prior to the solicitation of the sale of an annuity product in New Hampshire by January 1, 2015.
New business will be rejected and returned to you if you do not complete the required training. Review our NAIC training frequently asked questions here. Complete the required training here.
Important Year-End Reminders Year-End Processing Deadline – December 12, 2014 To ensure that
Please remember to
You may access the refresher course here. If you complete the training through an approved provider other than LIMRA, you can fax us the certification of completion at (513) 412.5144.
Approved providers include: Cetera Financial Group; FINRA; ING; John Hancock; Kaplan Financial; Lincoln Investment Planning; National Planning; Quest CE; Reg Ed; SWBC Investment Service; Web CE; Wells Fargo
Thank you for your cooperation! NB250-14 |
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If applicable, please confirm products and riders are approved by your |