Agent Training

Important: TWO Forms of Training

• EquiTrust Annuity Product Training - Required, All Agents in All States.
• NAIC General Annuity Continuing Education Training - Subject to the State of Solicitation.

EquiTrust Annuity Product Training

• Product Training must be completed before soliciting EquiTrust annuity business.
• Annuity applications received without completed Product Training will not be accepted.
• If applying for agent contract for annuity products, you must complete Product Training before appointment is final.
•  You may view your training history upon full login to the website (agent number and password required).
•  EquiTrust Annuity Product Training is supported by RegED.
• To view the RegED “User Guide – Annuity Training Platform", Click Here
• For RegED Technical Support, call 1-800-334-8322, Option 2.
• Upon RegED login, if you do not see “EquiTrust Annuity Product Training,” use access code: EquiTrust.
• To begin EquiTrust Annuity Product Training, click the link below – you will be directed to the RegEd website.

 NAIC General Annuity Continuing Education Training

• If either the Original or Revised version of the NAIC Annuity Suitability regulation applies in the state where the sale takes place, you must also complete NAIC General Annuity Continuing Education Training; see chart below.
• Additionally:
  • If you have already completed the original NAIC General Annuity Continuing Education Training  and if the Revised Annuity Suitability regulation (2020 version) applies in the state where the sale takes place, you must either complete a new one hour, one-time training CE OR an updated four-hour training CE; see chart below.
  • If you are a newly-licensed agent and the state where the sale takes place has enacted the Revised Annuity Suitability regulation (2020 version), you must complete a four hour, one-time training CE.
• General Annuity Training CE must be completed with a state-approved training vendor.
• Click on your state to link to your state-approved vendor.
• New Business applications received without completed training will not be accepted.
• Whether this training is already completed or you’re taking it now, you must provide a certificate of completion for NAIC General Annuity Continuing Education Training to EquiTrust before soliciting business.
• NAIC Model Regulation, Click Here
• FAX: 515-226-5102, or email: [email protected]