Agent Required Training available through American National's website.

Training is available via RegEd's platform (note, life insurance training is available on this site even though the homepage only references annuities). (Registration for RegEd is required.) Under the “Ameritas Life Product Training” section find the New York Required Annuity Training, click “Go to requirement” and complete the course.

You may also complete this training on their Ameritas Learning portal. First time users, log in with your email address and the password Ameritas1. If you need help logging in, email practicemgtdev@ameritas.com.

• Indexed Universal Life (IUL) Products
• Variable Universal Life (VUL) Products
• Term Products
• Corporate Owned Incentive Life (COIL)

Financial Professionals may log onto this link to take the course on the product line that they expect to recommend to a client. Each course should take 12-15 minutes to complete.

See Equitable's course information here.

Foresters is providing self-serve training on their agent portal. Once you log in, look for the Knowledge Zone tab and then the link for Regulation 187. Complete the product training prior to making a recommendation, and complete and send Foresters your completed training certification form. Foresters has also provided this training presentation for your reference.

As of February 1, 2020, each new sale and post issue recommended commissionable transaction other than premium payments permitted by the insurance contract, will require the applicable suitability form to be completed and submitted.

John Hancock product training is now available on the RegEd and LIMRA platforms.

For RegEd:

• Course ID: 22JHancock_01
• Title: New York Regulation 187 Product Training
• Assignment ID: 22JH_01
• Product Code/Just-In-Time Code: JHNY2022

For Kaplan: Login with your National Producer Number (NPN)

• Course name: John Hancock New York Regulation 187 Product Training
• Course ID:6694_1122

For LIMRA: Username is your NPN

Details on accessing the training are available in here. John Hancock will track and validate that training has been completed directly from the vendors. Producers do not need to supply record of training completion.

Lincoln Financial Group

Lincoln has no products currently for sale in New York other than conversions, so this is not currently applicable. If products are introduced in the future, training requirements will be instituted and updated at that time. Term conversions do not require training.

MassMutual’s proprietary life product training, along with Best Interest and Suitability training, may be accessed through Kaplan, RegEd, or Quest CE.

• Kaplan
• RegEd
• Quest CE

Log into your account on www.nationallife.com and then:

• Go to the Training/Product icon
• Under Product, click on Life
• Click on the Products Training icon
• Please click on and read each training
• Don’t forget to check the box indicating you have read all the materials and click Submit.

Nationwide has developed Life product training for New York licensed and appointed Life advisors to complete prior to solicitation. Nationwide offers the required courses through RegEd’s platform (note, life insurance training is available on this site even though the homepage only references annuities). Nationwide will be verifying completion of Life Product specific training courses for applications signed on or after February 1, 2020.

Prudential product knowledge is available from the following vendors:

• Kaplan Approved Course numbers – 19TERM0100 and 19PERM0100
• RegEd Approved Course numbers – 19TERM0100 and 19PERM0100

Prudential will also accept the LIMRA/LOMA Prudential Product training; however, these course completions do not go through DTCC and Prudential must obtain proof of training from LIMRA. Please contact Prudential if choosing LIMRA to satisfy the training requirement.

Product Training is through LIMRA (similar to the Best Interest and Annuity specific training) and can be accessed here.

Once you enter the website, click on “My Reg 187 Training” (left hand column). Then click on “Click here to access training”. Complete Training Title: NYS Regulation 187 SML Life Insurance Product Specific Training (Reg187 Life)  

Symetra's required training is available via their website. See their instructions for more information. Their First Symetra Term Life product training includes the necessary pieces of information to meet the NY Reg. 187 training requirements and the product training requirements for Symetra, as determined by their compliance department. It does not provide any CE credit.

Agents can call 800 210 1106, Option 1 for Symetra's contracting area to check the status of training.

Transamerica Product Training is currently available to producers through RegEd. (Please note that life insurance training is available on this site even though the homepage only references annuities.) The two product training courses are:

See compliance bulletin on training requirements.

Training is available through Kaplan.

William Penn's Licensing department will need to have a copy of your 187 best interest and suitability training certificate to get contracted with William Penn, but there is no separate carrier product training requirement.

 Please familiarize yourself with the appropriate product specifications:

• OPTerm
• Term Rider
• Lifestep UL