Vermont Annuity Best Interest Requirement

Vermont has adopted the new Annuity Best Interest training requirement for all licensed life producers. Effective July 5, 2024, Regulation I-2023-01 Suitability in Annuity Transactions applies to all Vermont insurance producers who transact annuity products. Following the NAIC standards and…Continue Reading →

Vermont Workers Compensation Continuing Education

Effective: April 1, 2024 The State of Vermont is updating its delivery methods for Continuing Education for Workers’ Compensation Adjusters. Current Rule: Workers’ Compensation Adjusters must complete in-person continuing education to complete their license renewal requirements. New Rule: The Vermont…Continue Reading →

Oregon Annuity Best Interest Requirement

Oregon has adopted the new Annuity Best Interest training requirement. Effective January 1, 2024, Oregon SB 536 (2023) – Sales of Annuities – Insurance producer training includes the “Best Interest Standards” training requirement. Licensed insurance producers who hold a life…Continue Reading →

Montana Insurance Continuing Education Updates

The Montana Commission of Securities and Insurance has just announced updates to continuing education requirements in the state of Montana. Effective October 21, 2023 the requirement for proctored CE course examinations is eliminated. Online CE coursework just became that much…Continue Reading →

Oklahoma Annuity Best Interest Training

The New Best Interest Requirement Effective September 1, 2023, Oklahoma has adopted the Annuity Suitability and Best Interest Standard Model Act (#275). The training requirements are now located in Oklahoma Administrative Code (OAC) 365:25-17-7.1. Licensed insurance producers who hold a…Continue Reading →