Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

Allianz 222 ALLIANZ222V3

Allianz 360 ALLIANZ360V2

Accumulation Advantage ACCUMULATIONV3

Benefit Control ABCANNUITY

Core Income 7 COREINCOME7V2

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Training hosted on the American Equity website. If you are already appointed and have a login setup, they ask you click a link to redirect you to their main page to login. From there, navigate to the Training page (they may offer this prompt upon logging in).

For new, not yet appointed users, this link will allow you to login solely for product training by entering the requested information.

All products are listed for you to take the appropriate training.

Training hosted on the American National website. One course covers all annuities.

New, not yet appointed users Click Here then enter the requested information to enter the training page.

Already appointed users Click Here then click on the button for “Go to My Learning Plan” where it will have you login and bring you to the training page.

Training module can be found under “My Learning Plan” if not automatically routed to the page.

Course is “IMG Annuity All-Encompassing Course” and consists of four continuous sections: General Suitability, Fixed Annuities, Immediate Annuities, and Indexed Annuities.

All sections must be completed for training to show as finished.

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.

Contact Foundational Income for Training Instructions.

(763)-463-9590

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

AccuMax 7 AccuMax7_2021

Ascent Pro Bonus PROBO_2017

Athene Agility 7 & 10 Agility710_2018

MaxRate MaxRate_2017

Performance Elite PerformanceElite_2015

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

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.

Fixed Annuity Product/Company Training

Fixed Indexed Annuity Product Training

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 Corebridge/AIG 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.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

Pinnacle Plus MYGA DLMYGA

Retirement Stages Select DLRS7N

Target Growth 10 DLICTG10

Target Income 10 DLICTI10

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

All Products EquiTrust

Once added, all EquiTrust courses will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Two courses will show for EquiTrust: one for the Bridge annuity with LTC and one for all other products.

Click “Go To Requirement” to take the appropriate training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Training hosted on F&G’s Training Page. Using the link, sign in if you are an active agent with F&G or for new agents, fill out the form under ‘Not Yet Active Agent’.

For ‘Not Yet Active Agent’ entries, once you submit, you should be brought right to the training page.

For Active agents, you will be brought back to the home page of your account where you need to click “Annuity Product” under the ‘Training’ section.

On the training page, they list all of their product courses.

Click into the product training that you need and a new window will open starting the training module.

The training page will list date of completion so you will know if it has been recorded.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

ForeCare Fixed with Long Term Care FTFCARE

Income 150+SE INC150-24

SecureFore SecureForeAll

ForeIncome II ForeIncome24

ForeAccumulation II ForeAccum24

ForeCertain Income Annuity ForeCertain

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

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.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

All Products LINCOLN

Once added, all Lincoln courses will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Find the relevant product course and click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Training provided through a MassMutual Ascend-specific LIMRA website.

Register as a new user or returning users can login. Usernames is most likely your NPN.

Once logged in, click “My Product Training” to see course options.

Find the relevant product and click to access the training.

Once complete, ‘My Product Training’ page will show the status and completion date for all courses taken.

Contact Foundational Income for Training Instructions.

(763)-463-9590

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.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

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

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

Harbourview MYGA OV_MYGA

Harbourview FIA OV_FIA

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

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.

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

Combo: Eleos, Keystone, & Apollo Series RSL_PSTCOURSE_01

Reliance Guarantee RSLI_PST_02

Reliance Accumulator RSLI_PST_03

Once added, course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

Contact Foundational Income for Training Instructions.

(763)-463-9590

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.

Training Page

Training done through RegEd Training Platform.

Login/Register at above link and click on the barcode on left-hand menu to enter a product code (found below).

Product Code

All Products SIC-SIC

Once added, The Standard all-product course will be listed under “Carrier-Specific Product Training” on your Producer Status page.

Click “Go To Requirement” to take the appropriate training.

Remember to click through the Attestation Page and beyond until your Course Completion Notice appears.

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.