Arizona Annuity Suitability Training Now Required

Effective May 1, 2017, the State of Arizona requires all producers with a Life Insurance line of authority who currently sell, or wish to sell, annuity products--complete a one-time, 4-hour CE approvable training course NO LATER than 1/1/2018.

This training must be completed prior to selling, soliciting, or negotiating any annuity products for new agents licensed on or after 1/1/2018.

A.D. Banker currently offers approved annuity training online, and via live webinar.

Click here to enroll

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

Delaware Announces 4-hour Annuity Suitability Training Requirement

Effective June 1, 2017, the State of Delaware requires that all Life/Annuities producers complete a mandatory, one-time, 4-hour approved continuing education training course. Producers who already hold a license, have until November 29, 2017 to complete this training.  Producers licensed on or after June 1, 2017 must complete their training course prior to selling, soliciting, or negotiating any annuity products.

Non-resident producers are not subject to Delaware CE requirements; however, BOTH resident and non-resident licensed producers who engage in the sale of annuity products in Delaware must complete the required annuity certification course.

Producers who have completed the 4-hour initial training requirement in any other state that is compliant with the 2010 NAIC Suitability in Annuity Transactions Model Regulation by May 30, 2017, will be considered compliant in Delaware. It is the responsibility of the agent to provide proof of compliance with any relevant annuity training requirement. 

A.D. Banker offers approved annuity training online, self-study, and via live webinar. Click here to enroll

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

Missouri 4-Hour Annuity Suitability Training Courses Approved

A.D. Banker & Company's 4-hour Annuity Suitability Online and Webinar CE courses are approved in Missouri.

Missouri adopted the NAIC Model Act's recommended curriculum and agent training requirements, effective March 30, 2017.  Agents who currently sell, solicit, or negotiate annuity contracts have until Sept 30, 2017 to complete a one time, 4-hour Annuity training course. Producers licensed on or after 3/30/17 must complete training prior to any annuity transaction. A.D. Banker offers approved curriculum online, live--via webinar and in the classroom, and self-study.  

Non-resident producers who have completed a "substantially similar" 4-hour Annuity Training course in another state will be considered compliant in Missouri (check with carriers to verify).

Click here to enroll for Online      Click here to order a Self-Study book     
Click here to enroll for a Webinar    Click here to enroll in a live Class

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

Virginia Announces 4-hour Annuity Suitability Training Requirement

A.D. Banker & Company's 4-hour Annuity Suitability Online and Webinar CE courses are approved in Virginia.

Virginia adopted the NAIC Model Act's recommended curriculum and agent training requirements effective April 1, 2017.  Existing agents who currently sell, solicit, or negotiate annuity contracts have until January 1, 2018 to complete a one time, 4-hour Annuity training course. Producers licensed on or after April 1, 2017 must complete training prior to any annuity transaction. A.D. Banker offers approved curriculum Online, Self-Study, live via Webinar.  

Non-resident producers who have completed a "substantially similar" 4-hour Annuity Training course in another state will be considered compliant in Virginia(check with carriers to verify).

Click here to enroll for Online       Click here to enroll for a Webinar      Click here to order a Self-Study book

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

CE Webinars Approved in Minnesota - NO EXAMS!

A.D. Banker & Company announces the approval of new Continuing Education Webinar titles in Minnesota. NO EXAMS are required! Courses are attended online and completions reported daily.

Approved titles include:

  • P&C Risks and Catastrophes (4 hrs PC)
  • Medicare (4 hrs LH)
  • Anti-Money Laundering (4 hrs GN)
  • Ethics: Delivering on the Promise (3 hrs ET)
  • Insurance Fraud (4 hrs GN)
  • Cyber Liability (2 hrs GN)
  • Disability Income Planning (4 hrs LH)
  • Ethics in the Senior Market (3 hrs ET)
  • Professional Liability (3 hrs GN)
  • The Health Insurance Marketplace (3 hrs LH)
  • Business Succession Planning (4 hrs LH)
  • Financial Planning Made Easy (4 hrs LH)
  • Homeowners Endorsements (4 hrs PC)
  • Personal Auto Coverages & Claims (4 hrs PC)
  • Planning for Retirement Needs (4 hrs LH)
  • Cyber Security (4 hrs GN)
  • Ethics in Action (3 hrs ET)

CE Webinars are currently approved in:  AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NY, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

 

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 

For more information, visit www.adbanker.com, or call us at 800.866.2468

Missouri CE Exams No Longer Require Monitor

Due to recently updated CE regulations, Missouri Continuing Education online and self-study exams no longer require a monitor. See  http://www.sos.mo.gov/cmsimages/adrules/csr/current/20csr/20c700-3.pdf for current regulation.

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 

For more information, visit www.adbanker.com, or call us at 800.866.2468

Alabama Annuity Suitability Training Available NOW!

11 October 2016 Administrator Continuing Education, Annuity

A.D. Banker & Company's 4-hour Annuity Suitability Online and Webinar CE courses are approved in Alabama.

Alabama adopted the NAIC Model Act's recommended curriculum and agent training requirements to become effective January 1, 2017.  Existing agents who currently sell, solicit, or negotiate annuity contracts have until July 1, 2017 to complete a one time, 4-hour Annuity training course.  A.D. Banker offers approved curriculum in both an online format and live via webinar.  Producers licensed on or after January 1, 2017 must complete training prior to any annuity transaction.

Producers who have completed a "substantially similar" 4-hour Annuity Training course in another state will be considered compliant in Alabama (check with carriers to verify).

Click here to enroll

A.D. Banker & Company offers producers in Alabama a large selection of course topics, including Anti-Money Laundering, Long-Term Care Partnership, Ethics, Flood, Cybersecurity, Identity Theft, Insurance Fraud, Navigator Training, and more. Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars. 

A.D. Banker & Company Updates Privacy Policy

A.D. Banker & Company Privacy Policy

Your trust and confidence is very important to us. We are committed to protecting your privacy. We understand that site visitors and registered users need to remain in control of personal data. This Privacy Policy explains how and why we collect personal data (PII) from you and how we use it.

Obtaining your PII

When you access the A. D. Banker website either directly or through a link provided to you from another website, you may be requested to provide us with (PII), including but not limited to: your name, social security number, license number/NPN, mailing address, email address, credit card information, employment information, etc. Similar PII will be obtained when you create an account, purchase a course or product, request information, complete registration forms, contact us via phone, fax or email, or if one of our Clients purchases our products or services on your behalf.

Sharing and Using your PII with third parties

Your PII may be used and shared in the following ways:

  • For the specific purpose for which your PII is provided to us by you or by our Client, such as to ship materials to you, to submit forms about you to insurance companies to enable you to do business for them, or to obtain information from or make certification or other filings on your behalf with state insurance regulatory agencies or their designees, the National Insurance Producer Registry Gateway, FINRA, and similar entities (collectively referred to as “Regulators”). Your PII may also be accessed by any person or company authorized by these entities to access your PII.
  • If you are an employee of, a registered person associated with or an independent agent of one or more of our Clients, if you have purchased a Pre-licensing or Continuing Education Product or Service provided by one of our Clients or you have redeemed a voucher to access A. D. Banker Products or Services you received from one of our Clients, to allow such Clients to view and administer your PII, the status of its requests of us or the status or your use of our Products or Services. Your PII may also be accessed by any person or company authorized by such Clients to access your PII.
  • To provide you with information via email, mail or telephone regarding your transactions with us, your usage of our Products and Services or transactions with the third parties noted previously on your behalf, or to contact you with information that may be of use or interest to you.
  • To provide or enhance A. D. Banker’s Products and Services or to develop new ones. We may use our affiliates or other unaffiliated companies to perform services on our behalf, such as managing hosting services or processing services to facilitate our business and the provision of services to you. These other companies may be supplied with or have access to your PII solely for the purpose of providing these services to us or on our behalf, and directly or indirectly, to you.
  • A. D. Banker may disclose PII to other third parties if we, at our sole discretion, believe it is required by law, to comply with legal process served on A. D. Banker, by Regulators, to enforce our agreements with our Clients, to enforce this Privacy Policy, or in connection with a transaction with similar effect.

Security of your PII

A.D. Banker utilizes a number of security technologies, policies and procedures that are designed to protect your PII from unauthorized access, use or disclosure. A. D. Banker has implemented security technologies on the network, server, and application levels and uses secure (“SSL”) connections and encryption policies designed to protect against the loss, misuse and alteration of your PII during transmission. We cannot, however, control the manner in which your PII is transmitted to us, either by you, a third party acting on your behalf or by one of our Clients, or the manner in which Regulators may require disclosure of your PII to them. A.D. Banker’s procedures regarding the handling of your PII are designed to comply with the requirements of United States laws and regulations.

Reviewing and Updating Your PII

You may access and correct your PII by logging into your account on www.adbanker.com, select “My Profile” and make the necessary updates. Or contact us at (800) 866-2468. Any revisions you provide to your personal data will be applied in our records but may not be updated in the records of the third parties to which we have provided your data at your request, and, if you are employed by, associated with or an independent contractor of a Client, may be overwritten by data provided by such Client to us. If you would like to review and correct the personal data that has been provided to these other entities, you will need to contact them directly.

Your Agreement to this Policy and to any Updates or Changes Made

When you access and use any A. D. Banker Products or Services via the internet, or you submit your PII to us, you accept the terms described in this Privacy Policy. Further, you agree it is your responsibility to keep your PII up to date. We may modify or amend this policy from time to time, and we agree to notify you of any significant change by posting a notice on www.adbanker.com and noting the date of the change. If you continue to access and/or use any A. D. Banker Products and Services after such modification is effective, you are deemed to have agreed to the new terms.

Scope of this Privacy Policy

This Privacy Policy pertains only to your PII provided directly to A. D. Banker, and does not apply to the policies maintained by third parties to whom your information may be transmitted as described. The A. D. Banker website may also contain links to other websites. This Privacy Policy covers only the A. D. Banker website and not any other site. Should you have a question about a third party’s privacy policies, please contact that third party directly or review their Privacy Policy on their website.

Questions

 

You can send us any questions you have about our Privacy Policy or our collection and treatment of PII via email to help@adbanker.com.

Insurance CE Manager Tracking

A.D. Banker & Company’s redesigned Manager Tracking function has further simplified monitoring the CE progress of your licensed producers. Our Manager Tracking allows managers to view and update CE renewal dates, all while providing easy access to state requirements and each producer’s email.

As producers complete CE requirements, you’ll receive activity notifications that can be tailored to your preferences using the notification settings. This data can also be exported to CSV for internal use.

 

 

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance.

 

For more information, visit www.adbanker.com, or call us at 800.866.2468

Texas Licensing Services to Be Temporarily Unavailable

The following Texas licensing services from Compliance Express and NIPR will be temporarily unavailable Jan. 14-18, 2016:

  • License renewals
  • License printing
  • Letter of Clearance/Certifications
  • Provider course completion submissions
  • Continuing education transcripts

 

Additional information can be found here.

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

 

For more information, visit www.adbanker.com, or call us at 800.866.2468.