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December 1, 2014

Tackle your clients’ retirement needs with the American Custom 10!

 

Join us for product training on December 10!

Join us for a live
webinar on Wednesday, December 10 at 2 p.m. ET, and learn how you
can customize a winning strategy for your clients’ retirement. If
applicable in your state, you will fulfill the NAIC training requirement
for the American Custom 10.



Register for the webinar now
!

 

If you are unable to attend the webinar on December 10, and still need to complete NAIC product-specific training for the American Custom 10, you may do so here
or view our frequently asked questions for more details. Please note LIMRA
currently does not support training through Firefox.



Important Information for New Hampshire Producers


NAIC Training Required Effective January 1, 2015

 

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
insurance license in New Hampshire are required to:

1.  Complete our product-specific training prior to the solicitation of the sale of an annuity product in New Hampshire by January 1, 2015.


2. Complete a four-hour state approved continuing education course. This is a one-time training requirement. You must show proof of completion of this course by uploading your certificate to our 
NAIC training website.

 

-If you obtain(ed) a New Hampshire life insurance license prior to January 1, 2015, you must complete this course by July 1, 2015.

-If you obtain a New Hampshire life insurance license on or after January 1, 2015, you must complete this course immediately.

 

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
applications for loans, distributions, required minimum distribution (RMD)
requests or annuitizations are processed in the 2014 calendar year, all
necessary paperwork must be received in the Home Office and in good order by
December 12, 2014.


Complete your AMLRefresher Course by December 31

Please remember to
complete your annual LIMRA anti-money laundering (AML) refresher course by
December 31, 2014. If you do not complete the training by year-end,
commissions will be held until the training is completed. If you have
already completed the training, no additional action is required.

 

You may access the refresher course here.
Please refer to the
training instructions for additional details.

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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Calculate

Calculate the value of our
IncomeSecure,
Inheritance Enhancer
and IncomeSustainer Plus
riders

Rates

View
current rates
and
state approvals

Resources

Online resources for

your required training

Paperwork

New Business Forms

& Marketing Materials

Questions?
Contact the Sales Team at (800) 438.3398, ext. 11999 or

SPSales@gaig.com
.

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For producer use only. Not for use in sales solicitation.

If applicable, please confirm products and riders are approved by your
Broker/Dealer.

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