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Insurance Continuing Education Press Releases


  For Immediate Release
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Shelley Bell

Texas Adds to Confusion Regarding Annuity Suitability Training Reciprocity

Annuity Suitability Training: State-to-State Reciprocity Becoming an Even Bigger Issue

The Texas Department of Insurance (DOI) recently posted a list of the states with which it will be reciprocal regarding the one-time 4-hour annuity training course. According to this list, the Texas DOI will only accept training courses approved in states which they deem to be NAIC compliant. These states include AK, CO, CT, IA, IL, IN, KY, MD, ND, OH, OK, OR, RI, SC, WA, WI, WV, and the District of Columbia. Of the states that have passed NAIC model regulation, this list leaves out California, Hawaii, Nebraska, New York, South Dakota, and Utah. Texas is the first state to decide which states have an annuity suitability training requirement that is substantially similar to their own.

When passing these regulations, most states include the provision that they will accept a course taken in a state with a “substantially similar training requirement.” However, as more states pass NAIC model regulations, the reciprocity of a given course among multiple states becomes more complex, making choosing the correct 4 hr. Annuity course difficult for producers. California, for instance, will not accept a course completed to meet another state’s requirement, and states such as Utah and New York do not require a 4-hour annuity training course, meaning that their training requirement is not substantially similar to any state that requires the 4-hour annuity course.

To counter the confusion, Success CE offers a comprehensive resource which takes the headache out of choosing the correct Annuity Suitability course. It’s called the Reciprocity Matrix, and, based on the state(s) in which a producer is licensed, it automatically loads the correct course(s) into the producer’s account, loading the minimum number of courses needed to satisfy the requirement in all of the producer’s states. This resource is available to carriers that maintain an affiliate site with Success CE.

In order to provide customers with up-to-date information on the development and adoption of NAIC model regulation nationwide, Success CE tracks all regulation from its proposal to its passage into law. Information on all current and pending requirements can be found at the following link:

For more information on Success CE programs and discounts, please contact:
East Coast Office – Shelley Bell at 770-783-0174 or
West Coast Office – James Burch at 949-706-9453 or

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