Annuity Suitability Approved in Hawaii

November 22, 2011 – A.D. Banker & Company, the national leader in classroom and online continuing education and insurance licensing, is proud to announce their Hawaii 4 Hour Annuity Suitability self study and online CE course has been approved and meets the state’s one-time, four (4) hour annuity training course requirement. This course is available immediately for resident CE credit. 

Hawaii brokers and producers licensed before 1/1/2012 must complete a 4 hour annuity course no later than 1/31/2012. Those licensed after that 1/31/2012 must complete the course prior to selling, soliciting or negotiating  

Hawaii adopted the NAIC Suitability in Annuity Transactions Model Regulation recommendation. This Model Regulation set national standards and procedures for suitable annuity recommendations and requires insurers to establish a system to supervise recommendations so that the insurance needs and financial objectives of consumers are appropriately addressed.

A.D. Banker & Company proudly offers annuity suitability training courses in the following states: AK*, AL, AR, AZ, CA*, CO*, CT*, DC*, DE, FL*, HI*, ID, IL*, IN*, IA*, KS, KY*, LA, MA, ME, MD*,MO, MS, MT, NC, ND*, NE, NJ, NH, NM, NV, OH*, OK*, OR*, PA, RI*, SC*, SD, TN, TX*, UT, VA, VT, WI*, WV* and WY.  {(*) indicate states that have passed agent training requirements}


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