Montana’s Suitability in Annuities training requirement is effective January 1, 2018. Producers who wish to sell annuity products in Montana on or after 1/1/2018 must complete the below training requirement prior to solicitation.
Training requirement:
- Company Specific Annuity Product Training
- Log into Sales Professional Access (SPA) under the Training & Compliance tab, Select “Protect Your Business” column. Click on the NAIC Annuity Suitability link. Choose the National Annuity Training Course.
- Once you complete training, fax the Certificate and Acknowledgement Form to Producer Services at 402-997-1829 or send by email to: agency.mailbox@mutualofomaha.com.
If you have any questions, please contact:
- Catherine Swait at 402-351-4039 or catherine.swait@mutualofomaha.com
- Sales Support at 1-800-693-6083 or sales.support@mutualofomaha.com
- Montana’s Insurance Division at 800-332-6148 for specific questions regarding the regulation.
Review the chart on SPA for a complete listing of the state NAIC Annuity Requirements.
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