Insurance Continuing Education Articles / Newsletters
Solutions for your company regarding the New Annuity Suitability Training
Requirements (Rule 82) from The Success Family of CE Companies - 9/2009
Success CE announced today its new four-hour Online Insurance and Securities Continuing
Education course, which meets the need for Rule 82 Annuity Suitability Training
in Arkansas. The course also incorporates Rule 2821 and Rule 2310 as a part of the
course material and is available on all of Success CE affiliate company websites.
“Our affiliate website program allows Insurance Carriers, IMOs/FMOs, B/Ds, and Product
Distribution Companies to track their producers’ completion of this course, or any CE course,
through our Success Management System (SMS)”, states J. William Cooley, President/CEO.
“This co-branded site allows companies to add value to their producers, while maintaining
compliance with CE requirements. The tracking features of the Web 2.0 affiliate
sites are the latest in technological innovation”, adds Carol Seguin with the Institutional
Sales Group at Success CE.
Arkansas now requires four hours annually of annuity suitability training which
includes content related to Arkansas Code as well as training specific to the suitability
and marketing standards of each company selling annuities in Arkansas. Success CE
has approved an Arkansas training course to meet the state content requirements
of the suitability law. This Insurance CE course qualifies for four hours of Insurance
CE credit, with the ability to incorporate company specific suitability and marketing
“At Success Continuing Education, we are always adapting to stay up-to-date with
state rules and requirements in order to offer the highest quality Insurance and
Securities CE training, and meet the needs of Product Distribution Companies and
the Financial Advisors who market their products,” stated J. William Cooley, President
and CEO of Success Continuing Education.
Within the last year, several states have implemented additional insurance continuing
education requirements in the area of suitability for annuity sales and exchanges.
This trend of states requiring annuity suitability training can be expected to accelerate
over the next year.
California, Florida, and Arkansas now require producers to complete insurance continuing
education courses on the topic of annuity suitability. Texas has published their
new requirement as of August 27, 2009
For more information on meeting these new requirements, please contact Tony Torres
at 949-706-9453 x-147, TTorres@SuccessCE.com or visit www.SuccessCE.com or www.InsuranceContinuingEducation.com.