Important Information Regarding Annuity Best Interest Regulation Changes

We will continue to update this chart as more information becomes available. If you do not see information for your state, please check back.

A producer who has completed an annuity training course approved by the their state’s department of insurance prior to the state’s new annuity regulation start date shall, within six (6) months after that start date, complete either:
  (a) A new four (4) credit training course approved by the department of insurance; or
  (b) An additional one-time one (1) credit training course approved by their state’s department of insurance.

The 1-credit course must be completed prior to the new regulation compliance date in your state.
If you have not previously completed any annuity credits, or it is after the compliance date, you must take the 4-credit course in order to qualify to sell annuities under the new regulations.

Annuity Best Interest Course Availability & Compliance Dates
Requirement Start Date 1 Hr – Annuity Best Interest Training 4 Hr Annuity Best Interest Training Compliance Date
Alaska
Alabama 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
Arkansas 1/1/2021 Webinar & Self-Study 6/30/2021 (or prior to selling Annuities)
Arizona 1/1/2021 Webinar & Self-Study 6/30/2021 (or prior to selling Annuities)
California
Colorado
Connecticut 3/1/2022 Self-Study Webinar & Self-Study 8/31/2022 ( or prior to selling Annuities)
DC
Delaware 8/1/2021 Self-Study Webinar & Self-Study 1/31/2022 (or prior to selling Annuities)
Florida
Georgia
Hawaii
Iowa 1/1/2021 Webinar & Self-Study 6/30/2021 (or prior to selling annuities)
Idaho 7/1/2021 Self-Study Webinar & Self-Study 12/31/2021 (or prior to selling Annuities)
Illinois
Indiana
Kansas
Kentucky 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
Louisiana
Massachusetts
Maryland
Maine 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
Michigan 12/29/2020 Self-Study Webinar & Self-Study 6/29/2021 (or prior to selling Annuities)
Minnesota
Missouri
Mississippi 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
Montana 10/1/2021 Webinar & Self-Study 03/31/2022 (or prior to selling Annuities)
North Dakota 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
North Carolina
Nebraska 7/1/2021 Webinar & Self-Study 12/31/2021 (or prior to selling Annuities)
New Hampshire
New Jersey
New Mexico 10/1/2022 3/31/2023 (or prior to selling Annuities)
Nevada
New York Covered by Reg 187 Covered by Reg 187
Ohio 2/14/2021 Webinar & Self-Study 8/14/2021 (or prior to selling Annuities)
Oklahoma
Oregon
Pennsylvania 6/20/2022 Self-Study Webinar & Self-Study 12/20/2022 (or prior to selling Annuities)
Rhode Island 4/1/2021 Webinar & Self-Study 9/30/2021 (or prior to selling Annuities)
South Carolina
South Dakota
Tennessee
Texas 1/1/2022 Self-Study Webinar & Self-Study 6/30/2022 (or prior to selling Annuities)
Utah
Virginia 8/13/2021 Self-Study Webinar & Self-Study 2/28/2022 (or prior to selling Annuities)
Vermont
Washington
Wisconsin
West Virginia
Wyoming

Have Questions? Call us at #888-272-9229  or reach us by email at pat@capeschool.com