Registration Form
The NAIC has adopted a significantly revised “Suitability in Annuity Transactions Model.” Once a state adopts this new model, producers in that state will be required to fulfill two different training requirements prior to solicitation of an annuity. Please note that some carriers now require their product-specific training to be taken in ALL states regardless of whether or not that state has adopted the new model.
A one-time state-level four- (4) hour continuing education course on annuities approved by the state department of insurance is required for the state in which he/she is licensed or doing business.
NOTE: California initially requires eight (8) hours, then four (4) hours every two years thereafter. Iowa requires a four- (4) hour course specific to indexed annuity products. Texas requires eight (8) hours every two years.
Product-specific training provided by the insurance carrier is required prior to soliciting the sale of a particular annuity product. A producer must complete the training BEFORE the date of the application for a product. If the training is completed on or after the application date, the carrier will require a new application.
Anti-Money Laundering Training
LIMRA OR
- On the left-hand side, click on Optional Insurance CE.
- Then Elect My Courses.
- Then select New Course & CE credit.
- Add your state.
- Then click on AML.
NAIC 4-hour Annuity and Best Interest Training
Some states require producers to act in the best interest of the consumer when recommending an annuity. The training requirement has been expanded to include the new standard of conduct. A producer who has completed an annuity training course approved by the department prior to the effective date must complete either a new one-time 4 hour course or an additional one-time 1 hour course by the listed effective date of your specific state. Producers who obtain a life/annuity license on or after the effective date must complete the new one-time 4 hour course before selling annuities.
**Due to varying carrier requirements, the 4 hour Best Interest course is recommended in lieu of the 1 hour training in the event of:
- A new license is being obtained by the agent in a state that previously required the Best Interest Training
(For additional questions on this state specific requirement please do not hesitate to contact annuitylicensing@highland.com)
For further information and to check out your states guidelines please click here to visit the RegEd Training Platform.**
For additional instructions on how to take the aforementioned training please see the instructions below:
To take the annuity 4 hour suitability/Best Interest training please follow the below:
https://secure.reged.com/TrainingPlatform/
- Please log into your account with Reg Ed credentials
- On the right hand corner please select State Suitability Training
- Select Proceed to continue to the My Courses Page
- Select New Courses and CE Credit to order state annuity suitability training courses
- Course 390 (original 4 hour Annuity)
- 490 for 4 hour Best Interest
- 491 -1 hour Best Interest
- Select whether you want to order CE with your course and then select Proceed (The next page displays state specific CE information)
- Review the information, scroll to the bottom and select Proceed
- Once completed please send a copy of the certificate for our records
- On the right hand corner please select State Suitability Training
Carrier Product-Specific Training
RegED Product Training Guide (Please note: not all carriers use this vendor.)
Please refer to the detailed instructions under each carrier tab below:
Allianz
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
360 Annuity Training | ALLIANZ360V2 |
Core Income 7 Annuity Training | COREINCOME7V2 |
222 Annuity Training | ALLIANZ222V3 |
Market Value Adjustment Training | MVAV1 |
Retirement Foundation ADV Annuity | RETIREMENTFOUNDATIONADV |
Fixed - Accumulation Advantage Annuity | ACCUMULATIONV3 |
Legacy by Design | LEGACYBYDESIGN |
Benefit Control Annuity Training | ABCANNUITY |
Allocation Charge Supplemental Training | ALLOCATIONCHARGE |
- Under Carrier-Specific Product Training find the desired course under the Allianz Life Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print the Course Completion Record for your files and Highland. Results will be sent electronically to Allianz.
American Equity
Active Agents with American Equity: Training should be completed using the American Equity website: https://agent.american-equity.com/login.asp
Not-Yet-Active Agents Product Training Link: https://agent.american-equity.com/stateproducttraining.asp
- Enter state license number, last 4 digits of your SSN, and last name.
- You must watch a video for each product before you can complete the training questions.
- You must complete the questions and click SUBMIT to receive credit for the training.
- Please send a screenshot of the screen with “Completed” for your files at highland. Results are automatically sent to American Equity.
American National
Appointment required prior to login? NO
- Product Appointment Link: https://imglearning.anico.com/
- If returning user: Please enter your email address and hit submit.
- If new user: Enter first name, last name, SSN, and email address to access the course.
- Length of Course: 25 minutes
Americo
Product Training Link: https://naic.pinpointglobal.com/americo/apps/default.aspx
- Either log in using your NPN number and previously established password, or register if a first-time user.
- Once you are logged in, you will find My Product Training at the bottom of screen. Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
- Click View My Product Training.
- You only have to complete the product‐specific training for products you plan to sell.
- Complete the appropriate product‐specific training video(s).
- When you reach the end of your selected video, you must check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page, as indicated above.
- Please send the screenshot of completion to Highland for our records.
Athene
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code | Available BD Channel | Available IMO Channel |
AccuMax | AccuMax7_2021 | Yes | Yes |
Agility | Agility710_2018 | Yes | Yes |
Ascent Pro Bonus | PROBO_2017 | No | Yes |
Performance Elite | PerformanceElite_2015 | No | Yes |
MaxRate | MaxRate_2017 | Yes | Yes |
MaxRate NY | MaxRateNY_2017 | Yes | Yes |
SPIA | SPIA_2016 | No | Yes |
Accumulator 5, 7 & 10 | ACCUM5710_2017 | Yes | No |
Ascent Pro 7 & 10 | PRO710_2017 | Yes | No |
Protector | Protect57_2018 | Yes | No |
Course | Product Code |
ANX Channel- BCA 6, 8, 10 | BCA6810_2019 |
ANX Channel- BCA 6,8,10, 12 | BCA681012_2019 |
ANX Channel- Velocity | Velocity_2019 |
- Under Carrier-Specific Product Training, find the desired course under the Athene Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Athene.
Atlantic Coast Life
Product Training Link: https://acl.admin-portal.org/training/
- Fill in your email and agent number or SSN/Tax ID if you do not have an agent number. *If you have not previously registered, fill your email and SSN/Tax ID or agent number and click Sign In. The next page will prompt you to register.
Brighthouse
Product Training Link: https://secure.reged.com/trainingplatform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit. Product Code: BHF_FIA
- Under Carrier-Specific Product Training, find the desired course under the Brighthouse Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Brighthouse.
Corebridge Financial (AIG)
Product Training Link: https://learn.questce.com/naicsuitability/
Appointment required prior to login? NO
Length of Course: 60 minutes
- Login (register if not already signed up).
- Click Broker Dealer to verify that Independent (Unaffiliated) is the broker dealer within the account settings.
- Click Manage Appointments, then AIG Annuities, then Add.
- Click Add Product Specific and select the course from the list.
Available Product Training Courses:
- Corebridge Index Annuity training I5281LS.20
- Course Description: Power Select Builder, Power Select Plus Income
- Corebridge Index Annuity training I5281CB.17
- Course Description: Power Protector series
- Corebridge Fixed and Income Product-Specific Training (FIXEDALL0321)
- Course Description: Fixed, Deferred Income and Single-Premium Immediate Annuity Training
- Corebridge AE Income Achiever Training F5705AC.7
- Course Description: Corebridge AE Income Achiever Training F5705AC.7
- Corebridge Index Annuity Product Training (I5281PNY.2)
- Course Description: Covers Power Index Premier NY and Power Index 5 NY
- Corebridge AEIB New York Training F5705NY.5
- Course Description: Covers Assured Edge NY Product Training (F5705NY.5)
Simply click on Start Exam and then click on OK in the pop-up window to certify the terms of the exam.
You will then need to answer the one-question attestation before clicking Submit Answer to complete the exam.
The status column on your student dashboard page will list the course as complete in green if you have successfully completed the course. Then click through the slides, take the test at the end, and save the certificate.
Power Index 5 NY / Power Index Premier
https://www.brainshark.com/sunamerica/vu?pi=zGHz11PFtVz9EJ3z0
Delaware Life
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Product Name | Product Code |
Target Growth 10 | DLICTG10 |
Target Income 10 | DLICTI10 |
Retirement Stages 7 | DLRS7N |
Pinnacle MYGA | DLMYGA |
- Under Carrier-Specific Product Training, find the desired course under the Delaware Life Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go to Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Delaware Life.
EquiTrust
Product Training Link: https://www.reged.com/annuities-training-platform/
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Product Code: Equitrust - Under Carrier-Specific Product Training, find the desired course under the EquiTrust Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to EquiTrust.
Please note: training for this carrier will need to be completed before the appointment will be approved.
Fidelity & Guaranty Life
Product Training Link: https://training.fglife.com
Active Agents
Agents who are currently producing with Fidelity & Guaranty Life, please login with your SalesLink account by clicking on the link above.
Not-Yet-Active Agent
If you are an agent who is working toward getting contracted or submitting your first application with Fidelity & Guaranty Life, you can still register now to begin or continue your training courses.
Global Atlantic
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
ForeAccumulation II Fixed Index Annuity | ForeAccum24 |
ForeCare Fixed Annuity with Long-Term Care Benefits | FTFCARE |
ForeCertain Income Annuity | ForeCertain |
ForeIncome II Fixed Index Annuity | ForeIncome24 |
ForeStructured Growth Registered Index-Linked Annuity | FORESTRUCTURED |
Income 150+ SE Fixed Index Annuity | INC150-24 |
SecureFore Fixed Annuities | SecureForeAll |
- Under Carrier-Specific Product Training, find the desired course under the Global Atlantic Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Global Atlantic.
*Please note: for the ForeCare Annuity with long-term care (LTC), you must take the appropriate LTC training course before taking an application for this product.
Guaranty
Product Training Link: https://www.reged.com/annuities-training-platform
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Wealth Choice FIA | WCA19 |
Guaranty Rate Lock MYGA | GRL20 |
Annuicare | ACS |
- Under Carrier-Specific Product Training, find the desired course under the GILICO Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to the carrier.
Integrity
Product Training Link: https://www.kfeducation.com/account/portal-login?redirect=/portal/
Self-Registration
You will need to self-register and enroll in a course. Enter Portal Code WSFG in the New Users box, and select Create Account.
Once registered, please complete product training using these instructions:
- Near the middle of the screen on the home page, you will see a Product Training box. Click on the green tab Already Enrolled? LAUNCH Course.
- You will see the list of courses that pertain to the lines of business set up for you or that you ordered through the self-registration. Click Annuity Product Information.
- Click Course Name. The training materials will come up. Review them carefully then close the window. Click Course Home.
- In the Review Test section, click Take. Next click Agree, then Continue, then I Agree.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Integrity.
Legacy Marketing Group
Not-Yet-Active Agents: You may access their product training prior to being appointed using these instructions:
- Visit the website www.legacynet.com.
- Click on the button that says “Insurance Professional Login” in the upper right corner.
- Click on the hyperlink that says “Temporary Product Training Access” and follow the applicable prompts to create a user name and password
- Enter Guest Access Code – LEGACY12
- Follow instructions to register using SSN#
- Click on the specific product training
- On Step 1, click on “Click here”.
- Read the PDF file thoroughly
- On Step 2, click on “Click here”.
Please note, Guest Access is limited to Legacy Exclusive product trainings only and the logon created during the temporary access will expire within 24hrs from the time it was created. Once an agent is contracted, they will need to create an actual login to access the site and any product trainings completed as a “guest” will automatically transfer to the agent’s record.
Active Agents with Legacy will need to obtain log-in user and password from Legacy Marketing Group then follow these instructions:
- Go to their website at www.legacynet.com.
- Click on the button that says “Insurance Professional Login” in the upper right corner.
- If a user name/password has already been set up, enter and proceed. If not, click on the hyperlink that says “Register with LegacyNet” and follow the applicable prompts to create a user name and password.
- From the “Home” page, click on the “Product Training” button located on the left-hand side of the page.
- Click on the specific product training
- On Step 1, click on “Click here” and following any applicable prompts.
- Read the PDF file thoroughly.
- On Step 2, click on “Click here” and following any applicable prompts.
- Enter in your information to confirm completion of the product training.
Once completed, a confirmation email will be sent to the email address on file for your records. Legacy will be notified immediately upon completion– Please forward confirmation email to annuitylicensing@highland.com
Life of the Southwest/National Life Group
Product Training Link: https://www.nationallife.com/
Lincoln
Product Training Link: https://naic.pinpointglobal.com/LincolnFinancial/Apps/default.aspx
- Either log in using your NPN number and previously established password, or register if a first-time user.
- Once you are logged in, you will find My Product Training at the bottom of screen. Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
- Click View My Product Training.
- You only have to complete the product‐specific training for products you plan to sell. Please note: Lincoln Financial Group has four training modules depending on the TYPE of annuity products you wish to sell: fixed annuity, fixed index annuity (FIA), single premium immediate annuity, and variable annuity. There is also a General FIA training that is required as well as the product-specific training.
- Complete the appropriate product‐specific training video(s).
- When you reach the end of your selected video, you must check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
MassMutual Ascend
Product Training Link: https://naic.pinpointglobal.com/MMA/Apps/default.aspx
- Either log in using your NPN number and previously established password, or register if a first-time user.
- Once you are logged in, you will find My Product Training at the bottom of screen. Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
- Click View My Product Training.
- You only have to complete the product‐specific training for products you plan to sell. Please note: the FIA Rider Overview training video is a pre‐requisite for certain fixed‐indexed annuity products. If you click on a product‐specific training video and it will not open, then it has the FIA Rider Overview as a pre‐requisite.
- Complete the appropriate product‐specific training video(s). Please note: there is NO sound in the videos.
- When you reach the end of your selected video, you must check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
Minnesota Life
Product Training Link: https://learn.questce.com/naicsuitability/
- First time users need to register.
- Quest CE offers continuing education as well as product training. To go directly to the product training, select Skip Step 1.
- Select your broker dealer from the dropdown list, then choose the carrier. The carrier name is listed as Minnesota Life–Securian.
- Product training descriptions are provided to help determine which training should be taken.
- Advisors must complete the content (product training) and the exam (one question attestation) for the training to be completed.
Nationwide
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
New Heights Select - New | NewHeightsSelect |
MYGA - Secure Growth | Securegrowth |
Income Promise | IncomePromiseSelect |
- Under Carrier-Specific Product Training, find the desired course under the Nationwide Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Nationwide.
Nationwide’s AML Requirement—Required for all insurance-only producers prior to appointment approval.
AML Training Link: https://secure.reged.com/Login/vu/VirtualUniversity/NWAML
National Western Life
Product Training Link: https://learn.questce.com/naicsuitability/
- First time users need to register.
- Quest CE offers continuing education as well as product training. To go directly to the product training, select Skip Step 1.
- Select your broker dealer from the dropdown list, then choose the carrier. The carrier name is listed as National Western Life.
- Product training descriptions are provided to help determine which training should be taken.
- Advisors must complete the content (product training) and the exam (one question attestation) for the training to be completed.
- Please provide certificate once completed.
New York Life
Product Training Link: https://www.reged.com/annuities-training-platform/
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Lifetime Income Annuity | NYGLIA |
Guaranteed Period Income Annuity | NYLGPIA |
Future Income Annuity | NHLGFIA |
Secure Term Choice | NYLSTC |
Secure Term MVA | NYLSTMVA |
Preferred Choice | NYLPC |
- Under Carrier-Specific Product Training, find the desired course under the New York Life Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to New York Life.
North American
Product Training Link: https://www.reged.com/annuities-training-platform/
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Income Pay Pro (FIA) | 22SFGNAC_02 |
NAC Benefit Solutions (FIA) | 22SFGNAC_01 |
NAC Guarantee Plus (MYGA) | 21SFGNAC_02 |
Performance Choice (FIA) | 20SFGNAC_01 |
NAC Versa Choice (FIA) | 20SFGNAC_01 |
NAC Income (SPIA) | 15SFGNAC_18 |
NAC Income Choice (FIA) | 15SFGNAC_13 |
NAC Charter Plus (FIA) | 15SFGNAC_11 |
- Under Carrier-Specific Product Training, find the desired course under the North American Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to North American.
North American - ANNEXUS
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access
- On the gray bar on the left-hand side choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course Product Code Secure Horizon Accelerator 24SFGNAC_02 Secure Horizon & Secure Horizon Plus 21SFGNAC_03 Secure Horizon Choice (FIA) 23SFGNAC_01 - Under Carrier Specific Product Training find the desired course under the North American Annuity Product Training Section and click Go to Requirement.
- Click Proceed
- Click Go To Course
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation make sure you click the Attest button.
- Answer YES
- Click Continue
- Print Course Completion Record for your files and HCB. Results will be sent electronically to North American.
One America / State Life
State Life requires a product training course that can be completed at https://naic.pinpointglobal.com/OneAmerica/apps/default.aspx
- Either log in using your NPN number and previously established password, or register if a first-time user.
- Once you are logged in, you will find My Product Training at the bottom of screen. Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
- Click View My Product Training.
- You only have to complete the product‐specific training for products you plan to sell.
- Complete the appropriate product‐specific training video(s). Please note: there is NO sound in the videos.
- When you reach the end of your selected video, you must check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
Pacific Life
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Product Code: paclifePAfixed - Under Carrier-Specific Product Training, find the desired course under the Pacific Life Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Pacific Life.
Penn Mutual
Please download and complete the appointment paperwork for Penn Mutual here.
Product Training Link: https://www.reged.com/annuities-training-platform/
Training will not be accessible until 24 business hours after your appointment is completed.
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter Product Code PMLAnnuityTraining and click Submit.
- This will bring up Penn Mutual Fixed Annuities – Product Overview - 15PML_01.
- Click Proceed.
- Click through each of the slides until completed.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Penn Mutual.
Principal
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Income Annuity | PRINCIPALINCOME |
Deferred Income Annuity | PRINCIPALDEFERREDINCOME |
Select Series | PRINCIPALSELECTSERIES |
Preferred Series Annuity | PRINCIPALPREFERREDSERIES |
Secure Choice Index Annuity | PRINCIPALSECURECHOICEINDX |
Lifetime Income Solutions II | PRINCIPALLIFETIMEINCOME2 |
Pivot Series Variable Annuity | PRINCIPALPIVOTSERIESVA |
Premier Annuity | PRINCIPALPREMIER |
- Under Carrier-Specific Product Training, find the desired course under the Principal Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Principal.
Protective
Product Training Link: https://secure.reged.com/TrainingPlatform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Protective Asset Builder Indexed Annuity | FIAPAB |
Protective Income Builder Indexed Annuity | FIAPIB |
Protective Indexed Annuity II | FIA2M |
Protective Indexed Annuity NY | FIANY |
Protective Guaranteed Income Indexed Annuity | FIAPGI |
Protective ProPayer Income Immediate Annuity | PROSPIA |
Protective SecureSaver Fixed Annuity | PSS |
Protective Asset Builder II 10 YR | PAB210 |
- Under Carrier-Specific Product Training, find the desired course under the Protective Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Protective.
Prudential
Product Training Link: https://secure.reged.com/TrainingPlatform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Product Code: PrudentialIMO - Under Carrier-Specific Product Training, find the desired course under the Prudential Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Prudential.
Reliance Standard
Product Training Link: http://rsli.successce.com/
Carrier Instructions:
- Choose the first large blue box in the middle of the page that reads: Select RSLI’s Product Training.
- Review the training materials, and then complete the course by clicking on the Annuity Training Certification at the end.
- Please print this screen for your files and Highland.
For the Reliance Guarantee please follow the below instructions:
- https://secure.reged.com/TrainingPlatform/
- Reliance Standard’s Codes are:
- RSL Eleos Keystone Apollo PST Course - Product Code: RSL_PSTCOURSE_01
- RSL Reliance Guarantee PST course - Product Code: RSLI_PST_02
- RSL Reliance Accumulator - Product Code: RSLI_PST_03
Royal Neighbors
Product Training Link: https://royalneighbors.learn.trakstar.com/PublicCoursePage.aspx?c=5089649829621
Carrier Instructions:
- Click Get Started.
- Enter first name, last name, email, and password, then Click Register.
- Complete training.
- Print Certificate of Completion for your files and Highland. Results will be sent electronically to Royal Neighbors.
Sagicor
Product Training Links:
Milestone MYGA: http://www.pgih02.biz/coc/sag/occ/mmyga/pgi_mmyga_sagicor.pdf
Gold Series SPIA: http://www.pgih02.biz/coc/sag/occ/sgoldspia/pgi_sgoldspia_sagicor.pdf
Gold Sage Choice SPDA: http://www.pgih02.biz/coc/sag/occ/schoicespda/pgi_schoicespda_sagicor.pdf
Sage Select FIA: http://www.pgih02.biz/coc/sag/occ/ssfia/pgi_ssfia_sagicor.pdf
Sage Secure FIA: http://www.pgih02.biz/coc/sag/occ/ssecurefia/pgi_ssecurefia_sagicor.pdf
Indexed Annuity Product: http://www.pgih02.biz/coc/sag/occ/ia/pgi_ia_sagicor.pdf
Carrier Instructions:
- Click on the Product Training Course Link.
- Review PDF Slides.
- Click link on last slide of PowerPoint. Click HERE to begin the final exam.
- Complete personal information.
- Click Start.
- Complete exam.
- Print certificate for your files and Highland.
Sagicor Annuity Training (Required if agent does not have existing 4 hour annuity Training - is not reciprocal to other carriers)
Please follow the below steps to access Training Courses.
- Agent to visit: sagicorproducer.com
- Click: Producer Login link (this will give access to login or registration).
- Once logged in - see left side of the screen - scroll down to TRAINING Center tab.
- Click: Annuity Training Requirements (this will provide a chart with name of products and required courses).
Sentinel
Sentinel requires the product training be done. It can be completed at the following link: https://sslco.admin-portal.org/training/
- Login or Register
- At the end of the product training, make sure to click the box to confirm they have completed the training and click submit as this is the only way we can verify compliance.
- Please save a copy of the certificate, and email it to annuitylicensing@highland.com.
The Standard
Product Training Link: https://secure.reged.com/TrainingPlatform
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Product Code: SIC-SIC - Under Carrier-Specific Product Training, find the desired course under The Standard Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to The Standard.
Symetra
Product Training Link: https://www.reged.com/annuities-training-platform/
RegEd Instructions:
- Register for access.
- On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
Course | Product Code |
Advantage Income Immediate Annuity | SYAADVANTAGE |
Advantage Income Immediate Annuity (NY ONLY) | FSNYADVANTAGE |
Freedom Income Annuity | SYAFREEDOM |
Freedom Income Annuity (NY ONLY) | FSNYFREEDOM |
Select Pro & Select Max | SYASELECTPROMAX |
Edge Elite Enhanced Fixed Indexed | NYAEDGEELITEV2 |
Income Edge FIA | INCOMEEDGE |
Stride FIA with Signaure Withdrawal Benefit | SYASTRIDE |
Custom 5 & 7 & Select 5 & 7 (NY ONLY) | FSNYDAOPTGROPP |
- Under Carrier-Specific Product Training, find the desired course under the Symetra Annuity Product Training Section and click Go to Requirement.
- Click Proceed.
- Click Go To Course.
- Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
- Answer YES.
- Click Continue.
- Print Course Completion Record for your files and Highland. Results will be sent electronically to Symetra.