Mandatory Tennessee Annuity Suitability Continuing Education Certificate Requirement
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Tennessee Annuity Suitability CE Training
FGL Agent Training Update
Mandatory Tennessee Annuity Suitability Continuing Education Certificate Requirement

Effective November 1, 2015 the Tennessee Department of Insurance will adopt the revised NAIC Model Regulation on Suitability in Annuity Transactions. Adoption of this regulation requires resident and non-resident producers to fulfill certain training before they may solicit Fidelity & Guaranty Life Insurance Company annuity products in Tennessee.

What Is the Required Training?

Completion of a one-time 4-hour Tennessee Department of Insurance approved Suitability education course on annuities. This course is in addition to any general education courses required by the state. 

When Do I Need to Complete the Training?
  • Tennessee producers licensed on or after November 1, 2015 are required to complete this course before submitting any business to FGL
  • FGL will issue applications from existing Tennessee producers signed on or after November 1, 2015, but the compensation will be on hold until you meet the training requirements
  • Effective May 1, 2016 all agents regardless of your license effective date will need to complete this course before submitting any business to FGL
  • FGL will not process any new agent resident or non-resident Tennessee appointments until we have received the current Annuity Suitability Certificate
  • FGL will not accept new business until we have received the Annuity Suitability requirements for an appointment to be processed
How Do I Take the Training?
  • Fidelity & Guaranty partnered with LIMRA and NAFA sponsored SuccessCE to make this annuity suitability course available to you for a small fee. Please visit SalesLink for details
  • Web CE is available via the SalesLink homepage. Go to Popular Links>Insurance CE Center. LIMRA and SuccessCE are available via the SalesLink homepage. Go to Required Annuity Product Training for the link
Where Do I Send the Completed Training Documents?

Certifications can be faxed, emailed or mailed to:

Fax: 410-895-0129
Email: [email protected]
Mail: Fidelity & Guaranty Life, 1001 Fleet Street, Baltimore, MD  21202

More Information

Click below to download our dedicated flier or contact is directly with any questions at [email protected]

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"FGL" when used herein refers to Fidelity & Guaranty Life, the marketing name for Fidelity & Guaranty Life Insurance Company issuing insurance in the United States outside of New York. Annuities issued by Fidelity & Guaranty Life Insurance Company, Des Moines, IA

FOR PRODUCER EDUCATION AND USE ONLY.
NOT FOR USE IN SOLICITATION TO CONSUMERS.
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