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.
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:
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.
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.
The product training will be located on their website – see “Agent Required Training”under the ExpertOffice menu.
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.
New York Regulation 187 guidelines for annuities: Click Here
MassMutual Product Training Bulletin
National Integrity Bulletin
National Life Bulletin
Product training is available through Bulletin
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 NY Reg 187 Bulletin. – On RegEd, select course ID 20PROS_02
Follow this link for product training: https://naic.pinpointglobal.com/SMLNY/Apps/Default.aspx
Symetra NY Reg 187 Bulletin. Take course at RegEd and use code FSNYTerm for their term life products.
Transamerica NY Reg 187 Bulletin. Product training is on RegEd
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.