AnnuityXT

LIMRA's AnnuityXT is today's ready solution for meeting your annuity training needs. It gives you the power and control to choose the CE training program you want to use, and the on-demand reporting system allows you and your distributors to monitor and report training status in real time.

AnnuityXT is a second-generation system powered by Pinpoint. It builds on the experience we have gained providing anti-money laundering training to over 650,000 producers.

• Implement any approved CE training — yours, National Underwriter's, or other vendor's
• Use any form of product-specific training, including online courses, Webinars, face-to-face, and classroom training
• Apply your product training requirements, such as comprehension testing or timed page display
• Pay only for producers who receive training. Standardization and economies of scale further reduce costs.

Producers appreciate the need to complete CE training once: their certificate is recorded for all participating carriers. In fact, 40% of the producers currently using AnnuityXT had previously completed CE training and simply uploaded their proof of completion rather than retake the training! Producers also appreciate the just-in-time training — available whenever they need it — and new training alerts.

For complete information and to schedule a demo, please contact Tom Caraher at

• 860-285-7873
• tcaraher@limra.com.

• Product details

Note: LIMRA’s Customer Suitability Survey post-purchase survey and reporting system helps you meet the NAIC Model Regulation’s requirements for proactively monitoring and reporting annuity transaction suitability.