NY Regulation 187

In accordance with Reg 187, you will be required to complete a one-time training course for life insurance or annuity business. This course will be required to be completed PRIOR to submitting business in the state of NY.

The following are sources you may use for this training, although we have found that RegEd seems to be the most universally accepted training course.

RegEd
Course title to take: NY Reg. 187; Suitability and Best Interest of Clients in Life Insurance and Annuity Transactions
Link to Training

Kaplan
Course Title to take: New York Suitability and Best Interests in Life Insurance and Annuity Transactions
Link to Training

WebCE
Course Title to take: New York Regulation 187: Suitability and Best Interest Standard
Link to Training

SuccessCE
Course title to take: Course Title – Suitability & Best Practices in Life Insurance & Annuity Transactions (Reg 187)
Link to Training

Product Training Links

American National Life of NY Training
Link to Training

AXA Training
Link to Training

Columbian Mutual Life Product Training
Link to Training

Gerber Life Product Training (Gerber Agent code required)
Link to Training

John Hancock Life
Link to Training

  •  Course ID 19Hancock_01
    •  Course Title New York Regulation 187 Product Training
      •  Assignment ID 19JH_01
      •  Product Code/Just-In-Time Code JHNY2019

Lincoln Life
Link to Training
After logging into the training site you will need to enter the following product codes to order these courses. For our Fixed product training, the code is LincolnFixedLife. For our Variable product training, the code is LincolnVariableLife. Finally, use LincolnMoneyGuard for our MoneyGuard® course.

Mass Mutual (RegEd credentials required)
Link to Training

National Life
Link to Training

  • Go to the Training/Product icon
    • Under Product click on Life
      • Click on the Products Training icon
      • Please click on and read each training
      • Don’t forget to check the box indicating you have read all the materials and click Submit.

Nationwide Training (RegEd credentials required)
Link to Training

Principal Life Action Plan
Link to Training

Principal Life Training
Link to Training

Protective Life Training (credentials required)
Link to Training

Prudential Life Training (RegEd credentials required)
Link to Training
Term Insurance Course 19TERM0100
Permanent Insurance Course 19PERM0100

Securian Life (Quest CE credentials or registration required)
Link to Training

Security Mutual
Link to Training

US Life (credentials required)
Link to Training

William Penn Life (Review and be familiar with this product guide)
Link to Training

William Penn Association
Link to Training
Go to agent tab and use @g3nts709 to enter.

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