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Active Suitability in Annuities 4 Hour CE Training

ClearCert's Member Carriers encourage all providers of mandatory suitability in annuities education to add  their state-approved courses to this list. Email info@clearcert.com for information on how to participate in the ClearCert Provider Network.

Please click the “Training Firm” name to learn more about a course or to purchase from the training firm. ClearCert does not sell courses and cannot respond to requests for information about a course, including replacement certificates.


AK     CO     CT     DC     HI     IA     IL     IN     KY     MD     ND     OH     OK     OR     RI     SC     TX     WI    WV 

 

Alaska

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation AK390 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course 4HATC11042011 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability AK2446 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 60812 Self-Study 4

 

Colorado

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training Course 49477 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 49554 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 49697 Self-Study 4
United Insurance Educators United Insurance Educators Colorado Annuity Training Course (qualifies for the 4hr. annuity requirement) 49536 Self-Study 4
Insurance Study InsuranceStudy Annuities - NAIC Training 49273 Self-Study 4
FIRE Solutions InsuranceStudy Annuities - NAIC Training 49273 Self-Study 4
CE by Design CE by Design Annuity Products 49615 Classroom / Webinar 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 49150 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 49826 Classroom 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 49698 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 49916 Self-Study 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products 49971 Self-Study 4
Cape School, Inc. Cape School, Inc. Annuity Basics 50689 Classroom 4

 

Connecticut

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training Course 106121 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 104738 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 105469 Self-Study / Classroom 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 105992 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability
Training		 105632 Self-Study 4
Cape School, Inc. Cape School, Inc. Annuity Basics 106016 Classroom 4

 

District of Columbia

Training Firm Training Provider Course Name Course Number Course Type Credits
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 3313 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 3188 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 2897 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course 3859 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability
Training		 4369 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Concepts 2nd Edition 2473 Self-Study 9
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 2952 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 2952 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 3923 Self-Study 4
Cape School, Inc. Check Class Schedule Annuity Basics 3658 Classroom 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products 4504 Self-Study 4

 

Hawaii

Training Firm Training Provider Course Name Course Number Course Type Credits
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) LH209586 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) LH209586 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability
Training		 LH209980 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course LH210030 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation LH209531 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions LH210017 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hr Trng Crs 1st Ed LH210019 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability AK2446 Self-Study 4

 

Illinois

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training Course 62396 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 60838 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 61057 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions 59189 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 60812 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 59857 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hr Annuity Suitability 60663 Self-Study 4

 

Iowa

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE Four Hour Annuity Training Course 00079808 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC Annuity 4 Hour Training Course 00079751 Classroom 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC Iowa 4 Hour Annuity Suitability 00080260 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 00080785 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 00080139 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 00080139 Self-Study 4
CE by Design CE by Design Annuity Products 00080040 Classroom 4
Community Educators Community Educators Annuities: What's all the Hype? 00080442 Classroom 4
Broker Educational Sales & Training Broker Educational Sales & Training Iowa Annuity Training Course 00079741 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. Suitability of Annuity Transactions as Required by the State of Iowa 00080007 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability Online 00080892 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 00080885 Self-Study 4
Cape School, Inc. Check Class Schedule Iowa Annuity Products 00080312 Classroom 4
Cape School, Inc. Cape School, Inc. Annuity Products in Iowa 00080364 Self-Study 4
Community Educators Community Educators Annuities Suitability: Product Debate 2012 00081190 Classroom 4

 

Kentucky

Training Firm Training Provider Course Name Course Number Course Type Credits
Commonwealth Schools Of insurance Commonwealth Schools Of insurance Annuity Suitability C97489 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course C95981 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Reg C07658 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability C95318 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hr Trng Course 1st Ed C95879 Self-Study 4

 

Indiana

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. Suitability in Annuity Transactions Model Regulation 22266 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 23403 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course 23532 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 22463 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 22463 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 23437 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hr Trng Crs 1st Ed 23571 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 23195 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 22943 Self-Study 4

 

Maryland

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Reg C07658 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hr Trng Course 1st Ed C95879 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course C95891 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions C97097 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) C08473 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) C08473 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 4 HRS C95945 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC Annuity 4 Hour Training Course (CL) C95372 Classroom 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability C95318 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training (Self Study) C95698 Self-Study 4
Cape School, Inc. Check Class Schedule Annuity Basics C96523 Classroom 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products C96079 Self-Study 4

 

North Dakota

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 985 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course 2416 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 2075 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 2418 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 2379 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC ND 4 Hour Annuity Suitability Classroom Course 1899 Classroom 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC ND 4 Hour Annuity Suitability Classroom Course 1898 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 1465 Self-Study 4

 

Ohio

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training 52265 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 52209 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation (Correspondence) 51421 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation (Online) 51420 Self-Study 4
United Insurance Educators United Insurance Educators Ohio Annuity Suitability Training 52575 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 52214 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 52214 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4 Hr Trng Crs 1st Ed 52645 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 52131 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 52406 Classroom 4
Cape School, Inc. Check Class Schedule Annuity Basics 52281 Classroom 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products 52282 Self-Study 4

 

Oklahoma

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training Course 1008738 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 1009058 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 1009666 Self-Study 7
A.D. Banker & Company, LLC A.D. Banker & Company, LLC Oklahoma 4 Hour Annuity Training 1009120 Classroom 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC Oklahoma 4 Hour Annuity Training 1009566 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 1009357 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 1009357 Self-Study 4
Tulsa Technology Center Course Brochure & Schedule Oklahoma 4 Hour Annuity Training 1009221 Classroom 4
United Insurance Educators United Insurance Educators UIECE Oklahoma Annuity Training 1009643 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 1010240 Self-Study 4

 

Oregon

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation S.04.319.9995 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions S.07.346.9925 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course S.04.184.9954 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability S.04.889928 Self-Study 4
United Insurance Educators United Insurance Educators Oregon Annuity Suitability Training S.04.89.9921 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) S.04.263.8052 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) S.04.263.8052 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited, Inc. Annuity Suitability-4 Hrs S.04.06.6415 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course 1st Edition S.04.167.8002 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Concepts 2nd Edition S.04.415.8007 Self-Study 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products S.04.76.8058 Self-Study 4
Cape School, Inc. Check Class Schedule Annuity Basics S.04.83.8058 Classroom 4

 

Rhode Island

Training Firm Training Provider Course Name Course Number Course Type Credits
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 9638 Self-Study 7
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 9760 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course 10038 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 8946 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 10729 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 9131 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) 9131 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 10628 Self-Study 4

 

South Carolina

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Regulation 120448 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions 122725 Self-Study 7
WebCE WebCE 4-Hour Annuity Training Course 123045 Self-Study 4
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training 123179 Self-Study 4
Insurance Study InsuranceStudy NAIC Annuities 120956 Self-Study 4
FIRE Solutions InsuranceStudy NAIC Annuities 120956 Self-Study 4
Brewer Insurance School Check Class Schedule Suitability in Annuity Transactions 123527 Classroom 4
Educational Concepts Unlimited Educational Concepts Unlimited, Inc. Annuity Suitability 123537 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hour Training Course, 1st Edition 123065 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 122825 Self-Study 4
MW Group Education Services Check Class Schedule 4 Hour Annuity Training Course 123361 Classroom 4

 

Texas

Training Firm Training Provider Course Name Course Number Course Type Credits
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 2011 Texas Annuity CE Course (4 Hour Annuity Suitability) 85505 Classroom 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 2011 Texas Annuity CE Course (4 Hour Annuity Suitability) 85507 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 2011 Texas Annuity CE Course-Self Study 85471 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 2011 Texas Annuity CE Course-Self Study 85470 Self-Study 4
GSC Ventures LLC dba A.D. Banker & Company of East Texas A.D. Banker & Company, LLC 2011 Texas Annuity Training Course 85486 Self-Study 4
WebCE WebCE 2011 Texas Annuity Training Course (4-Hour Annuity Training Course) 85354 Self-Study 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. 2011 Texas Annuity Training Course (NAIC Suitability in Annuity Transactions Model Regulation) 85415 Self-Study 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products 85943 Self-Study 4
Cape School, Inc. Cape School, Inc. Annuity Basics 85942 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training 2011 Texas Annuity Training Course (Suitability in Annuity Transactions) 85452 Self-Study 7
Kaplan Financial Education Kaplan Financial Education 2011 Texas Annuity Training Course (Suitability for Annuities) 84740 Self-Study 4

 

 

Wisconsin

Training Firm Training Provider Course Name Course Number Course Type Credits
WebCE WebCE 4-Hour Annuity Training Course 64752 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Guide to Annuities & Suitability Practices 64355 Self-Study 4
A.D. Banker & Company, LLC A.D. Banker & Company, LLC 4 Hour Annuity Suitability 64850 Self-Study 4
United Insurance Educators United Insurance Educators WI Annuity Products Training Course 64614 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Wisconsin Annuity Certification Training Course 64667 Classroom 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. Suitability in Annuity Transactions as Required by the State of Wisconsin 64349 Self-Study 4
NAIFA Wisconsin Check Class Schedule WI Mandatory Annuity Training 65020

Classroom

 4
Stone River-RegEd, Inc. Stone River-RegEd, Inc. Suitability of Annuity Transactions as Required by the State of Wisconsin 64349 Self-Study 4
Insurance Study InsuranceStudy 4-Hour Annuity Training Course 64752 Self-Study 4
FIRE Solutions InsuranceStudy 4-Hour Annuity Training Course 64752 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited, Inc. Annuity Suitability 65649 Self-Study 4
Cape School, Inc. Check Class Schedule Annuities for Wisconsin Students 65355 Classroom 4
Cape School, Inc. Cape School, Inc. Wisconsin Annuities 65365 Self-Study 4

 

West Virginia

Training Firm Training Provider Course Name Course Number Course Type Credits
Stone River-RegEd, Inc. Stone River-RegEd, Inc. NAIC Suitability in Annuity Transactions Model Reg C07658 Self-Study 4
WebCE WebCE 4-Hour Annuity Training Course C95891 Self-Study 4
Broker Educational Sales & Training Broker Educational Sales & Training Suitability in Annuity Transactions C95141 Self-Study 7
United Insurance Educators United Insurance Educators UIECE Annuity Suitability Training C95618 Self-Study 4
Insurance Study InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) C08473 Self-Study 4
FIRE Solutions InsuranceStudy Annuities (Meets NAIC 2010 Suitability Guidelines) C08473 Self-Study 4
Educational Concepts Unlimited Educational Concepts Unlimited Annuity Suitability 4 HRS C95945 Self-Study 4
Kaplan Financial Education Kaplan Financial Education Annuity Suitability: 4-Hr Trng Course 1st Ed C05879 Self-Study 4
Cape School, Inc. Cape School, Inc. Understanding Annuity Products C96079 Self-Study 4

 

ClearCert does not provide courses and cannot respond to questions regarding our Network Providers' course offerings, including requests for replacement certificates. Please contact your course provider directly.