Pennsylvania Annuity Suitability Training Requirement Effective 12-26-2018

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

The Pennsylvania’s Suitability of Annuity Transactions law was amended this year by the state legislature to include mandatory producer training of 4 hours for all licensees who sell, solicit, or negotiate annuity contracts. Effective December 26, 2018, all licensed producers who currently sell, solicit, or negotiate annuity contracts have until the end of their next complete license renewal cycle to complete the one-time 4-hour course.  Anyone licensed on or after the effective date, have until their end of their first license renewal cycle to complete the training course. 

A.D. Banker & Company offers approved curriculum as Online, Self-Study, and Live Webinars. 

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

A.D. Banker & Company Now Offering CFP Ethics

A.D. Banker & Company is now offering the CFP Ethics course online. Effective October 1, 2018, the CFP Board's revised Code of Ethics and Standards of Conduct  became available to complete as an online course. In addition to this required, 2-hour CE course, A.D. Banker & Company offers many CE courses to enhance the CFP professionals insurance and financial planning knowledge. These courses are not only approved CFP CE, but also satisfy Insurance and CPE continuing education requirements.

Click here to enroll today

Select your state and preferred training method. Online, Self Study, Live Webinar or 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

 

A.D. Banker & Company Named CE Quality Partner by CFP Board

October 25, 2018 A.D. Banker & Company in Overland Park, KS has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board).

As a CE Quality Partner, A.D. Banker & Company has demonstrated a commitment to developing continuing education (“CE”) programs that meet a high set of standards outlined by CFP Board.  To achieve and maintain status as a CE Quality Partner, A.D. Banker & Company agreed to have a random number of self-study and live programs reviewed against a rigorous evaluation rubric developed by CFP Board’s Council on Education. A.D. Banker & Company is now one of only nine CE Sponsors listed on CFP Board’s website as a CE Quality Partner and is authorized to identify itself as such on its program materials.

A not-for-profit certifying organization, CFP Board owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks, which it awards to individuals who meet its education, examination, experience, ethics and other requirements.  CFP Board currently authorizes more than 80,000 individuals to use these marks in the U.S., each of whom must complete a minimum of 30 CE hours every two years as part of the requirements for renewal of CFP® certification.

The CE Quality Partner program is part of the multi-year CE Quality Initiative that CFP Board's Board of Directors approved, with the goal of assuring that CFP® professionals have access to a variety of quality CE opportunities that are diverse in their content, format and delivery. CFP Board has implemented several phases of the initiative, focused on improvements to CE standards identified by the Council for Education to better align CFP Board with industry best practices.

 About A.D. Banker & Company

For 40 years, A.D. Banker & Company has offered a comprehensive line-up of quality and current continuing education courses for CFP Professionals, which now includes CFP Ethics. Our non-ethics, CFP approved courses are approved for insurance CE and CPE credits. Content is presented on the industry’s MOST intuitive and interactive online learning platform, and is also available in live webinars and classrooms across the country.

About CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the U.S.  For more about CFP Board, visit www.CFP.net.

A.D. Banker's Homeowner Endorsements Webinar Satisfies Colorado Homeowners CE

A.D. Banker & Company announces that the webinar entitled "Homeowners Endorsements" has been approved to satisfy Colorado's 3 hours of Homeowners Insurance training requirement.  Just another example of A.D. Banker's continued mission to provide fast and convenient CE solutions for today's insurance professionals.   

Click here to enroll

All Colorado producers with a Personal Lines or Property & Casualty Line of Authority must complete 3 hours of CE specific to Homeowner insurance.For nearly 40 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.

Illinois Ethics CE Now Available Via WEBINAR!

A.D. Banker & Company is please to announce that effective immediately, Illinois producers can now complete their required Ethics CE in a live webinar, as well as a classroom!  We offer both live class and live webinar CE to meet the needs of Illinois producers.

Click here to sign up!

 

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

3 New Texas & Utah Classroom Equivalent Courses Available

A.D. Banker & Company announces the approval of 3 new classroom equivalent courses.  

Added to the current library of Classroom Equivalent titles are the following courses:

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

New Mexico Changes Continuing Education Requirments

Resident Producers and Adjusters in New Mexico are now required to complete 24 hours of insurance CE per 2-year renewal cycle, ending on the last day of the birth month of the licensee.

  • 3 hours must be completed in a live classroom, or via a live webinar
  • 3 hours must in Ethics
  • 3 hours of flood training is now required of all Producers and Adjusters who work in the flood insurance market due no later than February 27, 2019
  • 8 hours of initial LTCP training are now required of all Producers working with long-term care insurance products, due no later than February 27, 2019
  • 4 hours of additional training in long-term care are required each renewal thereafter
Click here to read more
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 Agent & Adjuster License Expiration Dates Changing

The Texas Department of Insurance announced on April 11, 2018, that agent and adjuster license expirations will change to the LAST DAY OF THE BIRTH MONTH. This is primarily for privacy concerns. The change will not affect any other CE credit requirements or other training requirements and will be visible online starting Tuesday, April 17, 2018.

For more information, visit the Texas Department of Insurance website

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

New Long-Term Care Courses for Minnesota

NEW Online Long-Term Care Courses for Minnesota

  • (8-hour) - MA Eligibility & the LTC Partnership - 8
  • (4-Hour) - MA Eligibility & the LTC Partnership - 4
  • 2-Hr MN LTCP for Non-Residents
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

Arizona Annuity Suitability Training Announcement from Department of Insurance

December 6, 2017: The Licensing Section of the Arizona Department of Insurance issued the following reminder to all insurers and producers selling, soliciting, or negotiating annuity contracts in their state:

"Pursuant to Arizona House Bill 2160 (Laws 2017, Chapter 226), on or after January 1, 2018, an insurer must verify that an individual who holds a life insurance producer license has completed a four-hour annuity training course before allowing the insurance producer to sell, solicit, or negotiate an annuity on the insurer's behalf.

While only Arizona-resident insurance producers are subject to Arizona's insurance continuing education requirements, both resident and non-resident life insurance producers must complete the four-hour training course in order for an insurer to permit the producer to transact annuities.  Insurers are responsible for verifying that an insurance producer has completed the required training before allowing the producer to sell an annuity product for that insurer.

Producers do not need to submit information to the Department of Insurance, but should retain all course completion certificates so they can provide verification to their insurers.

An insurance producer can get Arizona insurance continuing education credit hours and meet the four-hour training requirement by completing Arizona-approved continuing education courses.

...{A.D. Banker offers Annuity training courses via Live Webinar and Online}

Any course that shows 4 or more hours of annuity credit will satisfy the training requirement.

Please Note, you can also meet the four-hour training requirement by completing four or more hours of annuity training in order to fulfill another state's annuity training requirement.

If you have any questions regarding this training requirement, please contact the Licensing Section at licensing@azinsurance.gov or 602.364.4457.

Sincerely,

Licensing Section 

Arizona Department of Insurance