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Insurance Continuing Education Press Releases


  For Immediate Release
For More Information
Shelley Bell

New Jersey 4-Hour “NAIC Suitability in Annuity Transactions and Model Regulation” Now Available at SuccessCE

2/4/2013—Newport Beach, CA—Success CE is pleased to announce that the state of New Jersey has approved their course, NAIC Suitability in Annuity Transactions and Model Regulation, to satisfy the recently passed annuity training requirement (effective 2/4/2013). New Jersey producers completing this course will also be awarded 4 hours of insurance continuing education credit.

This course is available online at or and can also be found on all current Success CE affiliate company website for corporate clients.

The New Jersey annuity training rules require that producers licensed to sell annuities before 2/4/2013 must complete a one-time annuity training course approved for 4 hours by 8/4/2013 in order to continue selling annuities. Producers licensed on or after 2/4/2013 must complete this requirement before selling annuities. New Jersey will accept the completion of annuity training in a state with substantially similar annuity training requirements. This training requirement applies to both resident and non-resident producers.

In addition to the requirement to complete a one-time 4-hour annuity suitability course, producers must also complete training specific to the annuity products they intend to sell (otherwise known as Product Specific Training).

As more states pass their own interpretations of the Model Regulations, it becomes increasingly complicated for producers to figure out which courses they must take. In order to keep track of this dynamic process and the rapid state-by-state development of annuity training requirements, Success CE offers a free comprehensive resource that tracks all annuity training requirements nationwide. This can be accessed at This can be accessed at the Annuity Training Requirement Map.

“At Success CE, we continue to be the first company out of the gate in providing not only the 4-hour Annuity Suitability course, but all state-specific continuing education courses,” state Shelly Bell of Success CE’s Institutional Sales Group.

Success CE can provide, deliver and track all annuity suitability requirements and provide verification for insurance carriers and distribution channels.

“We are committed to maintaining our position as a proactive and reliable resource for producers, carriers, and the various distribution channels to meet these evolving annuity training requirements. Our affiliate website program allows tracking and verification of producer completion of NAIC Annuity Suitability Model Training courses, Product Specific Training, or any CE courses, through our Success Management System (SMS),” states J. William Cooley, President/CEO.

About Success CE:
Success CE provides the best Insurance Continuing Education solutions at the most affordable prices.

Success CE is approved nationwide as a provider of Insurance Continuing Education courses for producers and adjusters, CFP Continuing Education, Pre-Licensing Study Courses for Insurance and FINRA licenses, Securities (Firm Element) Continuing Education, CPA Continuing Education, CIMA Continuing Education, CLU/ChFC (PACE) Continuing Education, and Legal (MCLE) Continuing Education.

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  For Immediate Release