Welcome to Aviva Annuity Training for You.
Aviva has a strong commitment to training our agents on annuity products. As part of our commitment, we have adopted annuity training specific to Aviva products in compliance with the new NAIC Model Suitability Rule.
With the NAIC's adoption of a new Model Suitability Rule ("Rule"), several states have taken action to adopt the same or substantially similar requirements. The Rule requires all insurance producers selling or soliciting annuity products to obtain a four-hour continuing education course from an APPROVED vendor. This is a one-time requirement and is not a condition of license renewal. In addition, the Rule requires agents to complete product specific training. Aviva will be providing the required training for our products.
Important training deadlines and state specific requirements are identified in the chart below. Click on a state to go directly to that information.
New State Adoptions:
Previously Announced State Adoptions:
Aviva has partnered with RegEd to provide both components of the required training. Both the 4 hour CE course on annuities and the Aviva product specific course(s) must be completed to be considered "in compliance" with the annuity suitability model. You will find both courses offered via the link below.
Please note, if an agent has completed the four hour continuing education course through another approved provider approved by a state, new agents may provide a copy of the approved course certificate with the appointment application and an existing agent may fax a copy of the certificate with his/her agent code included to Aviva USA's Licensing Department at 800-531-0038.
Thank you for your commitment to Aviva! We look forward to continuing to work with you.
New State Adoptions
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| UT |
UT Ad Reg R590-230-1+ |
05/24/2012 |
05/24/2012 |
Important Information
All UT producers (new and existing) are required to complete Aviva's product training by 5/24/12.
> Access Training
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| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| WA |
284-17-265 and 284-23-390 |
03/29/2012 |
9/29/2012 |
Important Information
WA producers who obtain their life insurance line of authority on or after 03/29/2012 must complete both trainings before soliciting their first annuity application.
WA producers who obtain their life insurance line of authority before 03/29/2012 have six months to complete both a four-hour Continuing Education course and Aviva's product-specific training. Producers are encouraged to complete the trainings as soon as possible in order to avoid any delays in processing business after the deadline.
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Previously Announced State Adoptions
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| AK |
3 AAC 26.770+ |
10/16/2011 |
4/16/2012 |
Important Information
AK producers who obtain their life insurance line of authority on or after 10/16/2011 must complete both trainings before soliciting their first annuity application.
AK producers who obtain their life insurance line of authority before 10/16/2011 have six months to complete both a four-hour Continuing Edu¬cation course and Aviva's product-specific training. Producers are encouraged to complete the trainings as soon as possible in order to avoid any delays in processing business after the deadline.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| CA |
CA AB 689 |
1/01/2012 |
1/01/2012 |
Important Information
PLEASE NOTE: All California producers (new and existing) are required to be compliant with existing annuity training requirements and Aviva's product specific training by January 1, 2012.
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| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Colorado |
Rule 4-1-11 |
4/1/2011 |
10/1/2011 |
Important Information
CO agents who obtain a life insurance line of authority on or after 4/01/2011 must complete both training courses before soliciting an annuity application.
CO agents holding a life insurance line of authority issued prior to 4/1/11 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| CT |
38a-432a |
2/18/20122 |
8/18/2012 |
Important Information
CT producers who obtain their life insurance line of authority on or after 2/18/2012 must complete both trainings before soliciting their first annuity application.
CT producers who obtain their life insurance line of authority before 2/18/2012 have six months to complete both a four-hour Continuing Edu¬cation course and Aviva's product-specific training. Producers are encouraged to complete the trainings as soon as possible in order to avoid any delays in processing business after the deadline.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| HI |
SB 1278 |
1/31/2012 |
1/31/2012 |
Important Information
All HI agents who hold a life insurance line of authority are required to complete both a HI-approved four-hour Continuing Education course and Aviva's product specific training by January 31, 2012.
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| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| IL |
3120.01 |
9/26/2011 |
6/30/2012 |
Important Information
All IL producers must complete both trainings before 6/30/2012 in order to avoid any delays in processing business starting 7/01/2012.
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| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| IN |
HB 1486 |
1/01/2012 |
7/01/2012 |
Important Information
IN agents who obtain a life insurance line of authority on or after 1/01/2012 must complete both training courses before soliciting an annuity application.
IN agents holding a life insurance line of authority issued prior to 1/01/2012 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Iowa |
IAC 191-15.68 |
1/1/2011 |
5/1/2011 |
Important Information
IA agents appointed after January 1, 2011, must complete both the 4 hour CE course and the product specific training prior to soliciting an annuity application.
Existing IA agents appointed prior to effective date must have completed BOTH trainings by May 1, 2011, in order to avoid interruption with processing applications.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| KY |
806 KAR 12:120 |
1/01/2012 |
7/01/2012 |
Important Information
KY producers who obtain their life insurance line of authority on or after 1/01/2012 must complete both trainings before soliciting their first annuity application.
KY producers who obtain their life insurance line of authority before 1/01/2012 have six months to complete both a four-hour Continuing Edu¬cation course and Aviva's product-specific training. Producers are encouraged to complete the trainings as soon as possible in order to avoid any delays in processing business after the deadline.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| MD |
MD ADC 31.09.12.01 |
11/01/2011 |
5/01/2012 |
Important Information
MD agents who obtain a life insurance line of authority on or after 11/01/2011 must complete both training courses before soliciting an annuity application.
MD agents holding a life insurance line of authority issued prior to 11/01/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| North Dakota |
Section 26.1-34.2 |
8/1/2011 |
8/1/2012 |
Important Information
ND agents who obtain a life insurance line of authority on or after 8/01/2011 must complete both training courses before soliciting an annuity application. ND agents holding a life insurance line of authority issued prior to 8/1/2011 will be given twelve months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Ohio |
Rule 3901-6-13 |
7/1/2011 |
1/1/2012 |
Important Information
OH agents who obtain a life insurance line of authority on or after 7/1/2011 must complete both training courses before soliciting an annuity application. OH agents holding a life insurance line of authority issued prior to 7/1/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Oklahoma |
Rule 25 |
7/13/2010 |
7/14/2011 |
Important Information
OK agents that held a life insurance line of authority prior to July 13, 2010, must complete the four-hour continuing education course must by July 14, 2011.
OK agents who had a life insurance line of authority on or after July 14, 2010, must complete the training prior to selling an annuity. In addition, all agents regardless of license date, must complete the Aviva product specific training requirements by July 14, 2011 to continue to sell annuity products. If either training is not completed by July 14, 2011, your business will be returned.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Oregon |
Rule 836-080-0170 |
7/1/2011 |
1/1/2012 |
Important Information
OR agents who obtain a life insurance line of authority on or after 7/1/2011 must complete both training courses before soliciting an annuity application. OR agents holding a life insurance line of authority issued prior to 7/1/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Rhode Island |
Rule 12 |
6/1/2011 |
12/1/2011 |
Important Information
RI agents who obtain a life insurance line of authority on or after 6/1/2011 must complete both training courses before soliciting an annuity application. RI agents holding a life insurance line of authority issued prior to 6/1/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| South Carolina |
SC Reg 69-29 |
9/25/2011 |
3/25/2012 |
Important Information
SC agents who obtain a life insurance line of authority on or after 9/25/2011 must complete both training courses before soliciting an annuity application.
SC agents holding a life insurance line of authority issued prior to 9/25/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Texas |
HB 2277 |
9/01/2011 |
3/01/2012 |
Important Information
TX agents who obtain a life insurance line of authority on or after 9/01/2011 must complete both training courses before soliciting an annuity application.
TX agents holding a life insurance line of authority issued prior to 9/01/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Washington DC |
Rule 8400 |
6/24/2011 |
12/24/2011 |
Important Information
DC agents who obtain a life insurance line of authority on or after 6/24/2011 must complete both training courses before soliciting an annuity application. DC agents holding a life insurance line of authority issued prior to 6/24/2011 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| West Virginia |
Rule 114-11B |
7/01/2011 |
1/01/2012 |
Important Information
WV agents who obtain a life insurance line of authority on or after 7/01/2011 must complete both training courses before soliciting an annuity application.
WV agents holding a life insurance line of authority issued prior to 7/1/11 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
> Access Training |
| State |
Citation |
Effective Date |
Existing Agent Training Deadline |
| Wisconsin |
WI Stat 628.347 |
5/1/2011 |
11/1/2011 |
Important Information
WI agents who obtain a life insurance line of authority on or after 5/01/2011 must complete both training courses before soliciting an annuity application.
WI agents holding a life insurance line of authority issued prior to 5/1/11 will be given six months to complete BOTH training requirements, provided such producers are in compliance with Aviva's current standards for product training at the time the annuity application is taken.
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