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 hold a license allowing for the sale, solicitation, or negotiation of annuity contracts--even if the producer does not currently involved with annuity products.

Effective December 26, 2018,

  • All producers with a line of authority to sell annuities, 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. 

Note:  Carriers have the right to require annuity suitability training to be completed ahead of the state mandated deadline. Be sure and check with any carriers for whom you market annuity products.

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, or call us at 800.866.2468
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