Product Specific Training
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
Allianz 222 ALLIANZ222V3
Allianz 360 ALLIANZ360V2
Accumulation Advantage ACCUMULATIONV3
Benefit Control ABCANNUITY
Core Income 7 COREINCOME7V2
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Training hosted on the American Equity website.
For agents not currently appointed with American Equity this link will allow you to access their training site by entering the requested information. Once complete, you’ll be logged in to find the training(s) you’d like to complete.
If you are an active agent with American Equity click the link at the top of the page to be redirected to their login. From there, navigate to the Training page to find the training(s) you’d like to complete.
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Please visit the American National training page for product for training instructions.
Contracted Users have the option to use RegEd or login to take training though their “My Learning Plan” (scroll down on that page).
Not Yet Contracted Users can use RegEd with the supplied product codes on that page.
https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list on American National page.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
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Training provided through an Americo-specific LIMRA website.
Register as a new user or returning users can login. For returning users, your username is most likely your NPN.
Once logged in, click “My Product Training” to see course options.
Platinum Assure products fall under the “Americo Fixed Annuity Training” course.
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Please contact FIA for Training Instructions.
(763)-463-9590
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
AccuMax 7 AccuMaPROBO_2017
Athene Agility 7 & 10 Agility710_2018
MaxRate MaxRate_2017
Performance Elite PerformanceElite_2015
Activate SPIA ACTIVATE_24
Ascent Pro Bonus PROBO_2017
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Please contact FIA for Training Instructions.
(763)-463-9590
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Training hosted on the Clear Spring Life website. See below for courses.
IMPORTANT: For FIAs, both courses below are required. For MYGAs and SPIAs, only the first is required.
The below links will bring you to a registration page. First time accessing will require to register. For the second course, there is a “Click Here” box that will change the registration to a login with your same email and password.
Be sure to scroll to the bottom of each of the courses.
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https://learn.questce.com/naicsuitability/
Click the link above.
Select Login or Register if this is your first time using QuestCE.
Once logged in, select manage appointments (calendar symbol).
Click "add another carrier" and select Corebridge Financial annuities.
Navigate back to the home page, click the plus button (add product specific).
Select the training(s) for the product(s) you’ll be selling.
Complete the training and please email FIA a copy of your certificate of completion.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
Pinnacle Plus MYGA DLMYGA
Retirement Stages Select DLRS7N
Target Growth 10 DLICTG10
True Path Income DLICTP10
PrimeStart Bonus 10 DLICPSB10
Momentum Growth DLICMG10
Momentum Growth Plus DLICMP10
Dual Track Income DLICDI10
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
All Products EquiTrust
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For agents not currently appointed with F&G
Click the link above
Under “Not Yet Active Agent" enter your email address.
Enter your NPN and the requested personal info.
Select the training tab from the top dropdown and click “Annuity Product”
Click on the product you’d like to complete the training for. NOTE click the actual words which have a hyperlink to open a new window..
A new window will open to start and complete the training module. The training page will list the date completed once you complete the training. Please take a screenshot or save to PDF and send to me.
If you are an active agent with F&G
Click the link at the top of the page
Enter your agent code and password
Once logged in, click on the training tab on the top of the page and select “annuity product”
Click on the product you’d like to complete the training for. NOTE click the actual words which have a hyperlink to open a new window.
A new window will open to start and complete the training module. The training page will list the date completed once you complete the training.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
ForeCare Fixed with Long Term Care FTFCARE
Income 150+SE INC150-25
SecureFore SecureForeAll
ForeIncome II ForeIncome25
ForeAccumulation II ForeAccum24
ForeCertain Income Annuity ForeCertain
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1) Go to https://successce.com/ibexis/
2) Click on the red button that reads “Course Catalog.”
3) The Product Training courses will populate. Select the course you would like to complete.
4) In the powder blue bar, on the right, click on “Add to Cart” (You DO NOT need to Select a State)
5) Click on the orange button that reads “View Cart.”
6) At the bottom of the page, you need to “Log In” OR “Create Account”.
7) Once you logged in or registered, click the green button that reads “Complete Your Order.”
8) Now you are ready to take the course.
9) The courses are short slideshows. To advance to the next slide, simply click on the blue arrow bottom right.
10) Once you have reviewed all the slides, click the “Submit” button on the top right corner.
11) Now you will be able to get your Certificate of Completion.
12) Please print or save to PDF a copy of your certificate for future reference.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
All Products LINCOLN
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Training provided through a MassMutual Ascend-specific LIMRA website.
Click the link above
You will need to select “register a new account” if you have not used Great American/MassMutual Ascend’s LIMRA site in the past. If you have used their LIMRA site you’ll enter your NPN as your username and the password you have (or reset your password if needed)
Once logged in select “my product training”
Select the training for the product(s) you’ll be selling.
Please send FIA an email once it is completed… We’ve had a couple recent instances where LIMRA does not push the completion through to the carrier. Our team will make the call to LIMRA and handle it if that happens.
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Please contact FIA for Training Instructions.
(763)-463-9590
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Training done through Quest CE. Once you are on the Quest CE page, you can either ‘Sign in’ or click ‘Register Now’ if you are a new user.
After you have accessed your account, on the left-hand menu select ‘Manage Appointments’ (Calendar symbol button). Make sure you have National Western Life listed under Carriers Assigned. If not, add them by using the Add Another Carrier dropdown section. Once added, click the ‘Home’ menu option on the left to return to the main page.
From the main page click the menu option ‘Add Product Specific’ (Plus Sign symbol button). This will open a page with all of the product training options. Check the box next to the training you need (National Western has one training covering all of their products). Once you have the training selected, scroll to the bottom of the page and click ‘Select Courses’ button. On the following page, click ‘Start’ and then ‘Start Course’ on the following page to begin the course. Be sure to make it all of the way through for the attestation question/exam portion. Click ‘Start Exam’ which will open the attestation page certifying you took the training. Once you submit your answer, the training is complete. After the course ends, the page will show the status and give you the option to view/print a certificate if desired.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
Guarantee Plus MYGA 21SFGNAC_02
Performance Choice Series 20SFGNAC_02
Income Pay Pro 22SFGNAC_02
CharterPlus 15SFGNAC_11
Prime Path PRO 21SFGNAC_01
Control X 23SFGNAC_02
VersaChoice 20SFGNAC_01
Benefit Solutions Series 22SFGNAC_01
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
Harbourview MYGA OV_MYGA
Harbourview FIA OV_FIA
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Training done through Quest CE. Once you are on the Quest CE page, you can either ‘Sign in’ or click ‘Register Now’ if you are a new user.
After you have accessed your account, on the left-hand menu select ‘Manage Appointments’ (Calendar symbol button). Make sure you have Protective Life listed under Carriers Assigned. If not, add them by using the Add Another Carrier dropdown section. Once added, click the ‘Home’ menu option on the left to return to the main page.
From the main page click the menu option ‘Add Product Specific’ (Plus Sign symbol button). This will open a page with all of the product training options. Check the box next to the training you need (let us know if you are not sure which). Once you have the training selected, scroll to the bottom of the page and click ‘Select Courses’ button. On the following page, click ‘Start’ and then ‘Start Course’ on the following page to begin the course. Be sure to make it all of the way through for the attestation question/exam portion. Click ‘Start Exam’ which will open the attestation page certifying you took the training. Once you submit your answer, the training is complete. After the course ends, the page will show the status and give you the option to view/print a certificate if desired.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
Combo: Eleos, Keystone, & Apollo Series RSL_PSTCOURSE_01
Reliance Guarantee RSLI_PST_02
Reliance Accumulator RSLI_PST_03
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Please contact FIA for Training Instructions.
(763)-463-9590
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Training modules are hosted on the below links through Sagicor’s website. Click the link to find their training page. Next, click the correct product option. Repeat that step on the next page again. When you click the link, it will download a PDF training module.
On the last page of the module is a link to “Click HERE to begin the Final Exam”. This link will open a page to enter your information to give credit for the course. If you do not have an agent code, enter “Pending”.
There is a 5-question exam on the product and you must get 3/5 correct to complete.
When you pass the exam, they will report the results to Sagicor, but we recommend downloading the certificate and emailing to Foundational Income.
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https://www.reged.com/annuities-training-platform/
Click the link above
Login and click on the barcode on left-hand menu titled “Enter Product Code”.
Enter the product code from the list below.
This will take you back to the home screen. Scroll towards the bottom of the page where it says "Carrier-Specific Product Training". Find the carrier and product, click “Go To Requirement”, Complete the training, print the certificate, and please email FIA a copy.
Product Code
All ProductsSIC-SIC
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go to www.kfeducation.com/portal, enter Portal Code “WSFG” in the “New Users” box, and select “Create Account.”
1. A screen will come up with your contact information; complete all fields with a red *. Click “Add User.”
2. You will receive an email immediately with your login ID and password. They are the same.
3. Copy your ID and click “Proceed to Portal.”
4. On the portal login page, login by entering the Portal Code “WSFG” and pasting your login ID in the Login ID and Password boxes in the current user section. Click “Login.”
5. The home page will come up. In the middle of the screen on the right there is a box with a gray header that says “Product Training.” In the box click the link that says “Click Here.”
6. Click the Product Training Tab under the select product line section, click “Select,” then select courses from the list that describe the business you write with us. You can select more than one on this screen.
7. Click “Proceed to Check Out.”
8. You will navigate through a series of screens that make it seem like you are getting a course shipped to you. Nothing will come to your home as this is an on-line course delivery method. Just click as follows: continue, checkout, continue, continue, submit order, portal home. In the Product Training section click on “Click Here to Launch Courses.”
9. You will see the list of the courses you just selected. Click on the course you would like to complete. A disclosure box will pop up, click “OK.”
10. Click “Annuity Product Information.”
11. Click “Course Name” to bring up training materials. Review them carefully, then close the window.
12. Click “Course Home.”
13. In the Review Test section, click “Take.”
14. Click “Agree,” then “Continue,” then “I Agree.”
15. Print a certificate if you like, then click “Course Home.” A screen will come up with your results.
Industry Training and CE
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Several providers offer Anti-Money Laundering, but we recommend SureLC.
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Several providers offer State Annuity Training, but we recommend RegEd. They have both the 4-hour annuity course and the Best Interest courses if needed.
State Annuity Training - RegEd Annuity Training Platform
The “Download PDF” button on the bottom of that page has great up-to-date info on state requirements.
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States vary on training requirements for Long Term Care. The below link is a good resource to help find what your state requires. You can use LTC Connection for the training as well or check with the vendor you use for CE courses to see if they offer the course. That helps keep records in one place!
LTC Connection - State Requirements
WebCE offers these courses as well. This link brings you to their catalog search. Select:
Continuing Education > Insurance CE > Select State > Select LTC/LTC Partnership
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Continuing Education is generally best to keep with the same vendor you’ve been using for record keeping purposes. If you are looking for a vendor, we recommend WebCE. Link to their site below.