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
- Course Title New York Regulation 187 Product Training
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.
- Under Product click on Life
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.