Beginning October 1, 2016 (Massachusetts) and January 1, 2017 (Alabama), an insurance producer may not solicit the sale of an individual annuity product in either state until he/she has completed insurer-provided product-specific training. An insurance producer must also complete a one-time four (4) hour annuity training course provided by a continuing education provider approved by the state.
The OneAmerica insurance companies will verify that a producer has completed the appropriate OneAmerica insurance company product-specific training and a state approved annuity training course as part of processing an application.
Annuity applications will be returned for re-solicitation after the training requirements, both the product-specific training and the annuity certification course (within the required time frame), have been met.
Review Massachusetts requirements and learn how to get training