Annuity Training Requirements

The Crump Annuity Solution Center understands it can be difficult to keep up with all of the various training requirements necessary to sell annuities. This web page has been designed to assist you with the training required by annuity carries, as well as NAIC and state specific requirements. Please be sure to reference this web page regularly for information and instructions, as requirements in the current regulatory environment are frequently changing.

CARRIER/PRODUCT TRAINING REQUIREMENTS Please provide a copy of the appropriate completion certificates to the Crump Contracting department via fax to 717.703.4702 or email to annuitycontracting@crump.com.
		Allianz Life Insurance Company of North America (Allianz)
		American Equity
		American General (AIG)/US Life
		American National
		Assurity
		Athene
		Delaware Life
		Foresters
		Global Atlantic/Forethought
		Great American
		Integrity
		Life of Southwest
		Lincoln
		Minnesota Life \| Securian
		Mutual of Omaha \| United of Omaha
		Nationwide
		New York Life
		North American
		Penn Mutual
		Principal
		Protective
		Prudential
		Reliance Standard
		Reliastar
		Sagicor
		Savings Bank Life Insurance
		Security Mutual
		State Life \| OneAmerica
		Symetra
		The Standard
		Vantis

STATE SPECIFIC TRAINING REQUIREMENTS In addition to the carrier product training requirements listed above, please be sure that you are compliant with all state training requirements prior to taking applications in states that require NAIC compliance. In order to view the specific requirements of each state, please go to www.reged.com/trainingplatform and complete all approved/required courses for your state of sale. Please provide a copy of the appropriate completion certificates to the Crump Contracting department via fax to 717.703.4702 or email to annuitycontracting@crump.com.

For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Products and programs offered through Crump are not approved for use in all states. Thank you for your business. 0520