Are You Compliant in These States?
Please be aware that these states have adopted the updated Annuities Best Interests standards that were published June of 2020. That means the NAIC 4 hour Annuity Suitability course will no longer be enough to sell annuities in that state, and will require additional CE for annuity suitability. The agent must be compliant with the updated Annuities Best standards before selling the case.
19 States have adopted the updated standards – Annuities Best Interests– NY has its own standards.
Must have the new revised 4 hr Annuity Best Interests course or, if have original 4 hr Annuity course, need 1 hr Annuities Best Interests course by:
Alabama 6.30.2022
Arizona 1.1.2021
Arkansas 12.21.2021
Connecticut 9.30.2022
Delaware 1.31.2022
Idaho 12.31.2021
Iowa 1.1.2021
Kentucky 6.30.2022
Maine 6.30.2022
Michigan 12.28.2021
Mississippi 6.30.2022
Montana 4.1.2022
Nebraska 12.31.2021
North Dakota 6.30.2022
Ohio 2.14.2021
Rhode Island 9.30.2021
Texas 12.31.2021
Virginia 2.28.2022
From the list, please note- deadline has passed:
Arizona 1.1.2021
Arkansas 12.21.2021
Ohio 2.14.2021
Iowa 1.1.2021
Rhode Island 9.30.2021
Idaho 12.31.2021
Michigan 12.28.2021
Nebraska 12.31.2021
Texas 12.31.2021
From the list, please note deadlines in the future:
Alabama 6.30.2022
Connecticut 9.30.2022
Delaware 1.31.2022
Kentucky 6.30.2022
Maine 6.30.2022
Mississippi 6.30.3022
Montana 4.1.2022
North Dakota 6.30.2022
Virginia 2.28.2022