Annuity Training

Please note that annuity CE training and product specific training are pre-solicitation requirements. Failure to complete training prior to app solicitation will result in your application being rejected and any premiums paid refunded.

Annuity CE can be completed here: www.webce.com. Please be sure to email a copy of your annuity CE and product training certificates to licensing or upload via our portal.

Below are links and additional information for carrier product specific training. This list will be updated as new information is available. If there is a carrier you are planning to write an app with but do not see them on this list, please reach out to contracting and licensing for further assistance.

If a product code/course name is not listed for the carrier below you will need to search through the available courses and select the one that matches the product you plan to write.

Training by Carrier

American Equity
1. Use web address https://agent.american-equity.com/StateProductTraining.asp
2. Log in and select your resident state, type in the resident state insurance license number, the last 4 digits of your social security number and your last name, click the LOGIN button
3. Select a product training module from the menu and click on the Training tab under the product name and description
4. View the product training presentation
5. After viewing the presentation, click the “x” in the upper right hand corner of the window to close the window and return to menu
6. Select the Training Questions tab below the product name and description of the product you have just viewed
7. Answer the questions by clicking on the circle in front of the answer you choose
8. After you have answered all the questions click on the SUBMIT button at the bottom of the page to register the training with American Equity.
**You must complete the Suitability Training course in addition to the product training specific to the product you are writing
American National
Americo
Delaware Life
www.reged.com

Product training codes:
- Target Growth 10 code: DLTG10
- Pinnacle MYGA code: DLMYGA
- Retirement Stages 7 code: DLRS7N
- Assured Income 7 code: DLAI7
- Target Income 10 code: DLTI10
- Pinnacle MYGA code: DLMYGA
- Retirement Stages 7 code: DLRS7N
- Assured Income 7 code: DLAI7
- Target Income 10 code: DLTI10
EquiTrust
ForeThought
www.reged.com

Product training codes:
- ForeCare Fixed Annuity with LTC: FTFCARE
- Income 150+SE: INCOME150SE
- SecureFore: SecureForeAll
- Choice Accumulation II & Choice Income II: ALLCHOICE
- ForeCertain: ForeCertain
Fidelity & Guaranty Life
Great American
Guardian
Integrity

www.kfeducation.com/portal Portal code: WSFG.

To complete their Product Training, follow the steps in the attached PDF for ‘Self Registration’, as well as the section titled ‘Complete Product Training’. Select the course titled ‘Integrity/National Integrity (Fixed, SPIA, DIA, & Index Annuities) Jan 2020’ which includes all of our product training within it. **There are one to two attestation questions at the end of the training. Be sure to answer those and that the course shows it as 100% complete.
Lincoln Financial
MassMutual
New York Life
North American
Oceanview
Oxford
Penn Mutual
Principal
Protective
Reliance Standard
Royal Neighbors
Royal Neighbors requires annuity product training and LIMRA training. For the annuity product training, the link is https://royalneighbors.mindflash.com/PublicCoursePage.aspx?CourseId=12558112855

Anti-Money Laundering Training Program

Newly appointed agents with Royal Neighbors of America must complete the Anti-Money Laundering training provided on the LIMRA website. Login instructions are as follows:
- Log onto the AML training course: https://aml.limra.com
- Enter your Username and Password.
- Select and complete the appropriate online program (Producer) or (Home Office). Please allow 30-45 minutes to complete the course. You may stop and resume the course at a later time, if needed.
- You do not have to notify us when you complete training. Royal Neighbors will receive a report from LIMRA notifying us that you have successfully completed the AML training program. Confirmation of your AML training will be noted in your file.
Sagicor
Symetra
Standard

Click here to securely upload documents to Dixon Wells

To email documents to our licensing and contracting team:

navery@dixonwells.com or bmoore@dixonwells.com