Best Interest Suitability in Annuity Training
In 2020, the NAIC updated the suitability in annuity regulation with new training requirements that are currently being implemented at the state level. ClearCert offers a turn-key solution to administer this challenging training requirement.
Certification
Real-time training status calculation, including automated reciprocity for suitability and best interest states.
Carrier Accepted Course List
The industry’s only authorized listing of courses pre-certified for carrier acceptance and updated for state best interest implementation.
Producer Profile
The only national, single look-up course completion database available.
Our Unique & Proven Process
Why go to multiple information sources when everything you need to certify training compliance can be found in one place? We work with leading carriers, their distribution partners and training providers to maintain a time-saving, revenue boosting resource.
Licensing & Compliance Made Simple
Licensing and compliance professionals claim that our long-term care insurance certification resources save an average of 45 minutes per case submitted – time that can be used far more productively elsewhere.
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Time Savings vs. Other Compliance Methods
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Trusted Certification Accuracy
Centralized Training Clearinghouse
ClearCert has partnered with large and small training firms nationwide. All training firms are invited to participate so producers enjoy the maximum possible selection of courses. Over 2.2 million certified course completions are currently archived. Annuity and LTCI news is always up to date so you wont miss any important industry changes.
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What People Are Saying
People trust ClearCert to keep them moving. See what top industry professionals are saying about our service.
ClearCert has become one of the most important tools I use in my day to day routine. I don’t know how we ever got along without it!
We are very thankful for your service! I was very lost without the ability to track LTCI Certifications!
The daily reporting from CE providers to ClearCert’s servers ensures fast turnaround times, which is extremely helpful in a pinch.
Over 2.2 Million Archived Course Records
My compliance was coming up for renewal, and no one seemed to know what I needed to do other than ClearCert. They were able to provide me with a course catalog that clearly stated the courses I needed to take to stay compliant.
ClearCert made it easy from the moment I subscribed. I had called the training company and my state department of insurance, but only ClearCert could tell me how my carrier applies my state’s training rules. I created a certification report that proves I’m ready to sell!
Individual Producer Pricing
Includes:
Resident State
Annual Membership- List of courses pre-certified for acceptance by your carrier in one state
- Carrier authorized training rules for one state
- State compliance alerts for one state
- Certification reports for one state, documenting your training compliance and transcript
- Customized articles and news, exclusive to ClearCert members only
National
Annual Membership- List of courses pre-certified for acceptance by your carrier in all states
- Carrier authorized training rules for all states
- State compliance alerts for all states
- Certification reports for all states, documenting your training compliance and transcript
- Customized articles and news, exclusive to ClearCert members only