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WINDSOR, Conn. and LA CROSSE, Wis., Feb. 8, 2012 — LIMRA and Kaplan Financial Education are partnering to provide a combined training and reporting platform to help insurers and annuity distribution firms fully satisfy the NAIC Annuity Suitability requirement.

“We are very enthusiastic about adding Kaplan to the AnnuityXT platform,” said James Kerley, president, LIMRA Services. “The LIMRA solution was always built on choice, and we have found that many leading firms choose Kaplan based on the user experience and overall reputation for excellence in learning. AnnuityXT, now with CE training from Kaplan, keeps advisors focused on clients’ needs rather than struggling with complex compliance requirements.”

The new AnnuityXT, powered by Pinpoint Global Technologies, offers advisors quick and simple access to annuity training through customized portals to easily satisfy their state-specific and product-specific training from one site. Kaplan’s annuity portals provide advisors seamless sign-on to a complete library of courses specifically approved by state Departments of Insurance to meet the annuity suitability training requirement.

Key functionality and benefits of the LIMRA/Kaplan Solution include:

“We really solved the pain that many advisors were experiencing,” said Dr. Andrew Temte, CFA, and president of Kaplan Financial Education. “Our partnership with LIMRA allows advisors quick and easy access to one system for all hosted content, allowing them to quickly satisfy their requirement and get back to producing. Both carriers and distributors will see a significant reduction in the strain on home-office resources to comply with the NAIC requirement.”


LIMRA Contact:

Catherine Theroux, 860-285-7787,


Kaplan Contact:

Greg Brumbeloe, 608-779-5599 x5010,



LIMRA, a worldwide research, consulting and professional development organization, is the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

About Kaplan Financial Education

Kaplan Financial Education, a division of Kaplan University School of Professional and Continuing Education (PACE), is a leading provider of insurance and securities licensing and continuing education for hundreds of thousands of business professionals nationwide. PACE, which offers live and online instruction, helps professionals obtain in-demand certifications, licensing and designations through non-credit courses that enable them to advance and succeed in their careers. Clients can get advanced designations, accountancy training, business and professional development, and real estate, information technology, health care, and fire and EMS certification training. PACE is part of Kaplan University, which is accredited by The Higher Learning Commission ( and is a member of the North Central Association of Colleges and Schools.

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

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