| |
ClearCert
Member Carrier Accepted Courses
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.
CO
DC
HI IA
IN
MD
ND
OH
OK OR RI SC
TX WI
WV
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 |
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 |
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 |
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 |
|
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 |
|
Kaplan Financial Education |
Kaplan Financial Education |
Annuity Concepts 2nd
Edition |
00010274 |
Self-Study |
7 |
|
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 |
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 Concepts - 2nd
Edition |
C05610 |
Self-Study |
7 |
|
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 |
|
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 |
|
A.D. Banker &
Company, LLC |
A.D. Banker & Company, LLC |
Annuity 4 Hour Training
Course (CL) |
C95372 |
Classroom |
4 |
|
United
Insurance Educators |
United Insurance Educators |
UIECE Annuity Suitability
Training (Self Study) |
C95698 |
Self-Study |
4 |
North Dakota
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 |
Oklahoma
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 |
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
Texas
Wisconsin
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 |
|
|
|
