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Access Brokerage Services - life insurance general agents

Access Brokerage Services - life insurance general agentsAccess Brokerage Services - life insurance general agentsAccess Brokerage Services - life insurance general agents

631-473-7244

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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.  Instructions for complethe Reg 187 requirements are below.

NEW YORK REGULATION 187 TRAINING REQUIREMENTS

Required Industry Training

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/TrainingPlatforrm
  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. 

Required Product Training

Product Training

In addition to the Regulation 187 Industry Training outlined above, each company requires their own specific product training.  BOTH must be completed in order to submit business.

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:

  • KaplanApproved Course numbers – 19TERM0100 and 19PERM0100 https://portal.kaplanfinancial.com/partner/PruTraining/portal/welcome
  • RegEdApproved Course numbers – 19TERM0100 and 19PERM0100 https://secure.reged.com/industrytraining

SBLI

 SBLI NY Reg 187 Bulletin. – On RegEd, select course ID 20PROS_02 

Securian

 Securian NY Reg 187 Bulletin.  FAQ 

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. 

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