Special Requirements
Annuities
| CLICK HERE for ClearCert's explanation of State by State Annuity training requirements |
| Many states require specific Annuity training and certification before soliciting an Annuity sale. Certification of training must be dated before the application date. Non resident agents may be required to complete state-specific training for sales in a non-resident state. In those states the standard NAIC training will not satisfy the requirement. Refresher training may be required at license renewal. |
Long Term Care Insurance
| CLICK HERE for ClearCert's explanation of State by State Long Term Care Insurance training requirements |
| Most states require specific training and certification before soliciting a Long Term Care Insurance sale. Refresher training may be required at license renewal. Certification completion must be dated before the application date. Non resident agents may be required to complete specific training for a non-resident state. The states of CA, CT, GA, IN, MI, MN, NV, NY, PA, RI, SD, VA and WI are known to have special state-specific requirements standard NAIC training will not satisfy. |
| CLICK HERE for your LIMRA Anti-Money Laundering Certification Status |
| Each insurance company establishes its own producer Anti-Money Laundering (AML) training confirmation. Many carriers utilize the LIMRA online AML training. You will want to check the LIMRA AML site to assure you are current with required training updates and your AML carrier-specific certifications. |