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Annuity Suitability Training and Monitoring – Ready Today!

The NAIC’s latest model regulation is setting new rules for the road to annuity sales. The requirements are clear: Before the sale, certify that sales representatives have received four hours of annuity CE training plus company-specific product information.

LIMRA's new AnnuityXT, powered by Pinpoint, gives you the power and control you need to meet these requirements — and its available today! It gives you a proven high-performance chassis to implement any four-hour CE training program you choose. Equally important, producers who have already completed required CE training can simply upload proof of completion!

AnnuityXT comes fully-equipped with all the options you need to deliver the right just-in-time training to producers, then monitor and report completion in real time.

Learn more

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