Alaska Suitability in Annuity Transactions

The New Best Interest Requirement The Alaska Division of Insurance recently adopted RA22-01 modifying the existing training requirement for Alaska Suitability in Annuity transactions. The order goes into effect on November 23, 2022 and requires that all licensed insurance producers…Continue Reading →

Idaho Insurance Department Trasitioned to SBS

On Wednesday, September 14, 2022, the Idaho Department of Insurance went live on State Based Systems (SBS), a web-based NAIC application that supports state insurance regulation functions. Idaho encourages you to review their flyer to learn how this transition affects…Continue Reading →

2022 Federal Income Tax Changes

Just added! The course 2022 Federal Income Tax Changes is now part of the CFP continuing education catalog at The course is good for 3.5 credits towards your CFP renewal. Overview Each year, various limits affecting income tax preparation…Continue Reading →