Annuity Suitability
Certification Training

Satisfy state annuity training requirements with courses designed to meet all recommendations of the NAIC's Suitability in Annuity Transactions Model Regulation. All content is ClearCert Certified!

Suitability Training Made Easy!

Annuity products can be very straightforward, to extremely complex. The importance of making suitable product recommendations to every client remains the #1 focus of insurance producers and carriers, as well as state and federal legislation. A.D. Banker's annuity training courses prepare new producers in the industry to meet not only mandated training, but also reinforce the basics of annuity contract features, benefits, types, and provisions.

Our professionally managed content is delivered in a variety of settings, to help producers manage busy schedules: Live class is offered is many locations, live webinars are scheduled continually throughout each month, and courses can also be purchased as part of an online CE subscription, or as a stand-alone course.

Learn
Learn the fundamentals and the latest things happening in Annuity Suitability.
Pass
Pass your Annuity Suitability certification exam when you are ready.
Get Certified
Report your completion to your company, carriers, and regulators.
Online Courses feature engaging, interactive, and effective learning methods
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Chapter Exam and Retention Questions

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Printable PDF Study Manual

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Content Slides

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Audio Enabled

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Certification Exam

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Online Note Taking

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Searchable Content

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A.D. Banker Support


Get Your Annuity
Suitability Certificate
Learn from curriculum developed by industry experts and approved by regulators and carriers
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What our students are saying:

 

"Very informative and extremely easy to follow."

"It was a great experience, very informative and extremely easy to follow. I feel as though it prepared me very well!"

- Jenny P.

Annuity Suitability Training Solutions for Business
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