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Life and Long-Term Care Training

Anti-Money Laundering Training

To take the Anti Money Laundering (AML) training, please choose one of the approved vendors below:

  • RedEd

    ​

    1. On the left hand side click "Optional Insurance CE"

    2. Then Elect My Courses

    3. Then Select New Course & CE credit

    4. Add Your state

    5. Then click AML

  • LIMRA

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    Log on to the LIMRA website: knowledge.limra.com

     

    • Username is your National Producer Number (NPN)

    • Password, for first time users is your last name (lower case)

    • If you have previously accessed the course please use the password you created at that time. If you have forgotten your password, please call LIMRA at 866-364-2380. 

  • SuranceBay

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    1. Select Take the Course

    2. Send copy of certificate over at your earliest convenience

LTC

Long Term Care Training State Requirements

 

Nationwide Massachusetts LTC Product Training - Reg Ed MA LTC Training

 

Search course "MALTC" in the product code search field.

 

*Note the course code is case sensitive.

OneAmerica Asset Care Annuity Product Training

OneAmerica requires Carrier Specific Product training BEFORE an application can be taken. This is a one-time training for life producers. Please make sure to send us a copy of your completed training so that we have it on file for you going forward.

 

Pinpoint Product Training

 

There are 2 courses to choose from:

  1. OLD Asset Care Pre-2017 CSO updates (12CSACv1) - this is for CA cases only

  2. NEW Asset Care (19CSACv2) - this is for all other states

NY Reg 187 Best Interests (BI) State Training

This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. 

 

Training Vendors:

 

  • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

  • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

  • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

NY Reg 187 Carrier Specific Product Training

  • American National requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Please follow the instructions below to complete & send us a screenshot to show us the date completed.

     

    1. Go to https://img.anicoweb.com/wps/portal/; hover over the ‘Agent Resources’ at the top of the page & click on the ‘Agent Company Guide’ (see 1st screen shot below)

    2. Scroll down to Required Product Training section & click on ‘Life Insurance Training’; halfway down the page, you will see the New York Suitability Life Training (see 2nd screenshot below). If going through the appointment process, click on the Non-Appointed button. If already appointed, click on the ‘My Learning Plan’ button & it will take you directly to Xcelerate Media which is the company that houses all of their required training.

    3. Non-Appointed agents will need to set up an account in Xcelerate & then from there they will click on ‘My Learning Plan’. This will lead them to select the NY life product training needed to launch the course.

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Equitable requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Equitable Specific Product Training Vendors:

    You will need to take your product training on Pinpoint. You will need to register once you login to the website; then you will choose your Broker Dealer-if you do not have a B/D you will choose EQH Distributors:

     

    Pinpoint Product Training

     

    Information needed to register:

    1. Your NPN (National Producer Number)

    2. Your CRD found on Finra

    3. You will need to take training for NY REG 187 and product training for the product sold, or you can take all the training to be sure you don't have any issues going forward. Below is a list of products for your reference.

      • Indexed Universal Life (IUL) Products

      • Variable Universal Life (VUL) Products

      • Term Products

      • Corporate Owned Incentive Life (COIL)

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Foresters requires both NY State Reg 187 Best Interests training and completion of this form BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Agents have to complete the NY Reg 187 course. Together with the completed course, we need the attached document completed and signed by each agent to enable us to update our records and add the NY license.

     

    Our accepted companies:

    • A.D Banker &Company

    • Quest CE

    • RegEd

    • LIMRA (No certification needed)

    • Kaplan

    • WebCE

    • ClienTell CE

    ​

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Gerber requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

    • The Agent will need to request their Gerber Appointment first.

    • Once they receive their Producer Appointment number, they will need to go into the Gerber website (gerberlifeagency.com) to request their Gerber Product Specific Training.

    • Go to Documents

    • Agent Documents

    • NY Reg 187 – Suitability and Training Guide

    ​

    The Agent will also receive this information when they receive their Producer Appointment number.

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • John Hancock requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

    ​

    John Hancock Specific Product Training Vendors:

    Reg Ed

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    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Mass Mutual requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Mass Mutual Specific Product Training Vendors:

    Quest CE: How to Access & Complete MassMutual Required Training on Quest CE

    Kaplan: How to Access & Complete MassMutual Required Training on RegEd

    RegEd: How to Access & Complete MassMutual Required Training on Kaplan

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • National Life Group requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Agent Life Product Training Web Access

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    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Nationwide requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Nationwide Specific Product Training Vendors:

     

    Life Courses and Product Codes:

    • Nationwide - Guaranteed Level Term – GL Term

    • Nationwide - Simplified WL 120 – Simplified WL

    • Nationwide - Whole Life 100-20-Pay Whole Life – Whole Life 100-20-Pay

    • CareMatters – YourLife CareMatters NY

    • IUL Protector – YourLife Indexed UL Prot

    • IUL Accumulator – YourLife Indexed UL Accum

    • No-Lapse Guarantee UL II – No Lapse Guar UL II

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • New York Life requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Accessing LIMRA's Best Interest and New York Life Product Training for Insurance

    ​

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Protective requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Protective Specific Product Training Vendors:

    ​

    RegEd Instructions

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Prudential requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Prudential Specific Product Training Vendors:

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    Kaplan: Kaplan Training

    RegEd: Reg Ed Training

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Securian requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Securian Specific Product Training Vendors:

    ​

    Please choose product training for: 

     

    Advisors must complete the content (product training) and the exam (one question attestation) for the training to be completed

    ​

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Symetra requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    Symetra Specific Product Training Vendors:

    Symetra Training

    • Choose RegEd or Kaplan

      • If using RegEd Training, use code: FSNYTERM

    ​

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • Transamerica requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

    1. Log in to RegEd (Home - RegEd.com)

    2. Search for Transamerica Final Expense product training

    ​

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

  • United States Life Insurance Company of NY requires both NY State Reg 187 Best Interests training and Carrier Specific Product training BEFORE an application can be taken.

     

    Please make sure to send us a copy of your completed trainings so that we have it on file for you going forward.

     

    United States Life Insurance Company of NY Specific Product Training Vendors:

    ​

    Kaplan Product Training

     

    or

     

    Pinpoint Product Training

     

    This is a one-time training for both life insurance and annuity producers offered through NYSDFS-approved vendors. Please make sure you have satisfied BOTH the carrier specific training as well as the NY State Reg 187 Best Interests Training.

     

    Suggested NY State REG 187 Best Interests Training Vendors:

    • RegEd - NY Reg 187 - Suitability and Best Interests of Clients in Life and Annuity Transactions (484_NY), or Best Interests of Clients in Life Insurance or Annuity Transactions: NY Reg 187 1-Hour Course (485_NY)

    • Kaplan - NY Suitability and Best Interests in Life Insurance and Annuity, or NY Suitability and Best Interests in Life Insurance Transactions

    • QuestCE - NY Best Interests Amendment to Regulation 187 (NYCS-261350), or NY Best Interests Amendment to Regulation 187 (BI-New York)

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