Training & Licensing Requirements

In several product lines, there are various federal, state or carrier-required steps which must be completed before writing business.  For example, Life Insurance or Annuities may require “AML” (Anti-Money Laundering) training completion and Annuity Suitability or LTCI Certification/training may be required.

If you have questions or are uncertain about the requirements for a particular product, please ask your product Sales Solution Consultant for details and/or direction at 800-695-8224:

  • Life Insurance – Option 3
  • LTC Insurance – Option 2
  • Annuity – x136 or x100
  • General Licensing Questions – x108