Annuity Suitability Approved in AR, CO, IA, OK, TX and WI

February 18, 2011 – A.D. Banker & Company announces their 4-Hour Annuity Suitability Course that meets the NAIC Suitability in Annuity Transaction Model Regulation.   

The new course satisfies the initial annuity certification for all producers by providing a complete overview of current annuity regulations and recent law changes.  Emphasis will be placed on the overriding need for the ethical treatment of seniors and the agents' duty to follow responsible sales practices with customer and product suitability as their main focus. 

The four (4) hour annuity training course is available online or self-study and is currently approved in Arkansas, Colorado, Iowa, Oklahoma, Texas and Wisconsin.

We are continuing to add states as legislation passes and our courses get approved.  Check out the progress in the following chart below.

                         Annuity National Chart 2011.pdf (277.04 kb)

Visit us online at or contact us at 800.866.2468.

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