Updates from DOI

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 →