New York Regulation 187 Training Requirements

The New York Regulation 187 will require industry training for anyone selling annuities in NY effective 8/1/2019 and also for anyone selling life insurance in NY effective 2/1/2020.  We recommend that you take the industry training through the RegEd website.  Here are the instructions:

  1. Got to RegEd website: https://secure.reged.com/TrainingPlatform/
  2. The NY State Regulation 187 training is under the State Suitability section.  From there, click “Proceed”
  3. Click “Select New Courses and CE Credit”
  4. Choose whether or not you would like CE (CE has a cost component and requires an in person proctor for the exam).  Click “Proceed”
  5. Choose “NY Reg 187, Suitability & Best Interest of Clients in Life Insurance & Annuity Transaction Course Code: 484_NY”
  6. From there you can “Proceed” to take the course

Additionally, under the provisions of Regulation 187, many carriers will require product training prior to submission of applications dated February 1 or later, even if you are already contracted and selling the product.  This page will be updated as more information becomes available.  Please contact us for the latest application with correct suitability forms.

 

Company Product Training Information
AIG / US Life Training is available on Pinpoint; Training also available through Kaplan.  There is no special best interest form as part of their application.
American National The product training will be located on their website – see “Agent Required Training”under the ExpertOffice menu.
Ameritas Training is available on the Ameritas learning management system, edu.ameritas.com OR on RegEd.For RegEd, sign in at: https://secure.reged.com/trainingplatform/ Type “Ameritas Life Product Training” in the Product Code search area and take the 20AMERITAS_01 course.
Athene New York Regulation 187 guidelines for annuities:  Click Here
John Hancock Product training will be available on LIMRA, RegEd and Kaplan.  BulletinGot to RegEd: https://secure.reged.com/TrainingPlatform/After logging in search for course ID: JHNY2019
Lincoln Financial Lincoln Reg 187 Microsite
Mass Mutual MassMutual Product Training Bulletin
National Integrity National Integrity Bulletin
National Life National Life Bulletin
Protective Product training is available through Bulletin
Prudential Product training on the Prudential products will be required. Prudential product training is anticipated to be available soon.  BulletinPrudential Product Knowledge Training:
Prudential product knowledge is available from the following vendors:

SBLI SBLI NY Reg 187 Bulletin. – On RegEd, select course ID 20PROS_02
Securian Securian NY Reg 187 BulletinFAQ
Security Mutual Follow this link for product training: https://naic.pinpointglobal.com/SMLNY/Apps/Default.aspx
Symetra Symetra NY Reg 187 Bulletin.  Take course at RegEd and use code FSNYTerm for their term life products.
Transamerica Transamerica NY Reg 187 Bulletin.  Product training is on RegEd
William Penn Regulation 187 Bulletin.  No specific product training is required other than reviewing their product overview sheet which can be found in LIMRA or email us.  There is a new suitability and best interests form that must be submitted with the application.