Annuity Training

Annuity Training One_ State Suitability Training Certificate 

年金证书之一   州适合度培训证书

You would need to complete your resident state suitability training certificate and submit this certificate to POM back office. If you would like to sell annuity in another state, please make sure check the specified state suitability training certificate.

首先你需要完成你本州的年金证书并且把这个证书上传到鑫安后台.  如果你需要在其它州销售年金，请查询该州适合度证书要求，并完成培训拿到证书。

点这里 查看各州要求 Check Up State Requirement

If the state require suitability training certificate, please register an account in Reg Ed. 

点这里 参考这个PDF完成培训网站账号注册 Click her to see how to register an account on Reg Ed

 Please follow this video to complete the training 参考下面录像完成州适合度培训证书。

点这里 查看怎样完成州适合度培训 Check Up How to Complete State Suitability Training Certificate

490 training recording 1/3/2023 for internal licensed producer only

Annuity Training Two_ Specific Product Training 

年金证书之二  具体某一款产品培训

After you have  contracted with specified carrier, such as Athene, Allianz, F&G Etc. You would need to complete the specified product training to sell it. 当我们完成和年金公司的合同之后。我们需要完成具体的产品培训来代理这个产品。

Athene Annuity 产品培训Certificate:

To complete this training, first you need to create an account in Reg Ed. 首先你需要有一个Reg Ed 的账号。

点这里 参考这个PDF完成培训网站账号注册 Click her to see how to register an account on Reg Ed

After you have registered an account in Reg Ed, you are ready to complete the product training. 

完成注册Reg Ed之后，你就可以开始产品培训啦。

点这里 查看怎样完成产品培训 Click here to see how to complete the product training.

F&G Annuity 产品培训Certificate: 点击录像

NLG Annuity 产品培训Certificate: 点击录像