Michigan clarifies training requirements for producers who engage in the sale of annuities. Access Regulatory Updates here #General #RegulatoryUpdates
Below are the SILA Digest charts that have been updated: Agency Licensing Requirements Annuity Suitability Continuing Education Requirements Third Party Administrator Variable Licensing Requirements All the files are available in the Resource Quicklinks area #General
Adjuster Continuing Education Quickguide Annuity Suitability and Best Interest Training Quickguide Limited Line Credit Quickguide State Contact Information Quickguide Third Party Administrators Quickguide You can find the full set of resources here
The following quick guides have been updated. Annuity Suitability and Best Interest Standards updated for IN, NH, and VT Appointment Lines of Authority FINRA Administered Exams Portable Electronics License Requirements Renewing the Appointment Securities State Fees You can find the full set of resources here
The following quick guides have been updated. Annuity Suitability and Best Interest Training Appointment Process for Licensed Producers Appointment Renewal Individual and Entity License Appointment Fees Individual License Renewal and Reinstatement FINRA Administered Qualification Examinations Long-Term Care Education Requirements Notice of Termination Prelicense Education Securities State Fees You can find the full set of resources here
These charts have been updated: Agency Licensing Requirements QuickGuide Agent Licensing Requirements QuickGuide Annuity Suitability and Best Interest Training QuickGuide Appointment Renewal QuickGuide Continuing Education Requirements QuickGuide Education Provider QuickGuide FINRA Administered Qualification Examinations QuickGuide Individual and Entity License and Appointment Fee QuickGuide Individual License Renewal and Reinstatement QuickGuide Notice of Termination QuickGuide Prelicense Education Requirements QuickGuide Reporting of Administrative and Criminal Actions Securities State Fee QuickGuide To access these charts go to Resources
With these additions, you may now choose from: AML Programs for the Retail Registered Representative AML Recognizing Red Flags Basic Investing Business Essentials: Diversity, Equity and Inclusion Business Essentials: Microaggressions Client Data Protection ++ Cybersecurity Awareness Ethical Decision Making & Financial Professionals* ++ Ethics for Professionals ++ Ethics in the Senior Market How to Make Yourself Indispensable* ++ Identity Theft ++ Insurance Fraud ++ Practical Approach to Securities Registration and Compliance* ++ Protecting Senior Clients from Exploitation ++ Protecting the Consumer ++ Understanding Variable Annuities ++ Undue Pressure and Financial Professionals* ++ Variable Annuity Basics Ø LEGEND: New for 2023 *: Virtual Pre-Conference Class Instruction ++ : Approved toward obtaining SILA Associate Designation All course approved under SILA Professional Development Program (SILA CE) SILA courses/classes are public , no SILA membership and conference registration required
The presentation will focus on ethical responsibilities, annuity best interest, retirement and other areas where insurance and securities intersect
SILA is excited to announce a new SILA Southeast Chapter for SILA members residing or working in the states of: Alabama Arkansas Florida Georgia Kentucky Louisiana Mississippi North Carolina South Carolina Tennessee The co...
1 Comment - Thank you, Coretta Moore (Remote Employee - Snellville, GA) Licensing Supervisor World Financial Group Insurance Agency, LLC Product Lines: Life, Health, LTC, Variable Annuity and Variable Life
The following SILA Digest Charts have been updated in April and May 2024: Adjuster Continuing Education QuickGuide Annuity Suitability and Best Interest Training QuickGuide Appointment Processing for Licensed Producers QuickGuide Commission Payment QuickGuide Education Provider QuickGuide FINRA Administered Qualification Examinations QuickGuide Individual and Entity License and Appointment Fee QuickGuide Individual License Renewal and Reinstatement QuickGuide Limited Line Credit QuickGuide Long-Term Care Educational Requirements QuickGuide Prelicense Education Requirements QuickGuide Securities State Fee QuickGuide State Contact Information QuickGuide These charts are available in the Member's Only Resources which are found here