New NAIC Annuity Disclosure Model Regulation
New York has adopted an annuity suitability regulation inspired by the 2010 Suitability in Annuity Transactions Model Regulation (the Model). The New York regulation requires product-specific training, but unlike the Model, does not require general annuity training.
Employer-sponsored products are exempt from this regulation.
The product specific training courses are required beginning 6/30/11 in the state of New York and are provided on the LIMRA website. Please click on the link below to take the Lincoln specific product course(s):
There are four Lincoln annuity training modules provided. Producers can take on course or multiple courses as applicable to the type of annuity business solicited.
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