Tools and Training : Suitability in Annuity Transactions

Suitability in annuity transactions - annuity training & certification

The appropriate sale of our products is very important. We have adopted nationwide suitability requirements, which are in-line with the NAIC Model Regulation on Suitability in Annuity Transactions.

All agents are required to complete product specific training prior to the solicitation or sale of an annuity. Agents are also required to complete state-specific general training, where required.

 
Americo provides agents with a comprehensive solution to meet state-specific annuity training requirements through LIMRA. Americo product-specific training can be completed at no charge to you. LIMRA also provides state-specific general annuity training that you may access at very reasonable rates. Certification for any annuity training done through LIMRA is automatically transmitted to Americo within 48 hours of completion.
 

Click here for an overview of the states that have adopted these suitability requirements.

 

Technical questions? Contact LIMRA's customer support at 888.577.5522

Other questions? Contact Americo Sales Support at 800.231.0801.

 


WHO WE ARE

Americo Financial Life and Annuity Insurance Company is the lead company in one of the largest, independent, privately held insurance groups in the
United States 1 2.
 
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1 Admitted Assets, "Top Life Writers - 2016" A.M. Best Co., as of September 2016.
2 Americo Life, Inc., is a holding company and is not responsible for the financial condition or contractual obligations of its affiliate insurance companies.

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Questions? Call our Sales Support team at 800.231.0801.