Carrier Specific Training and State Annuity Training must be completed prior to soliciting business.
Failure to complete the required training will result in significant delays which often includes newly signed paperwork.
Please see below to view training requirements and additional information.
North American Annuity Product Training
Access product specific training here: https://secure.reged.com/TrainingPlatform/
Each product has its own specific course and product code
Courses are pushed to the RegEd platform by the carrier as part of the appointment process
Using a product code, the course can be loaded to the RegEd platform manually
Product Name | Product Code |
Versa Choice | 20SFGNAC_01 |
Performance Choice | 20SFGNAC_02 |
Income Choice | 15SFGNAC_13 |
Charter Plus | 24SFGNAC_01 |
Benefit Solutions | 22SFGNAC_01 |
Guarantee Plus | 21SFGNAC_02 |
PrimePath Pro 10 & 12 | 21SFGNAC_01 |
Income Pay Pro | 22SFGNAC_02 |
Secure Horizon Choice 5 & 7 (Annexus) | 23SFGNAC_01 |
Secure Horizon (Annexus) | 21SFGNAC_03 |
Secure Horizon Accelerator (Annexus) | 24SFGNAC_02 |
For questions please contact North American sales at 866.322.7066
North American Indexed Universal Life Product Training
Access product specific training here: www.northamericancompany.com
Additional Information
Active appointment required before an advisor can take the exam
Navigate to 'Training Center' then to 'IUL Certification Exam'
Course required before solicitation (A score of 100% is required)
For questions please contact North American sales at 800.800.3656
Subject to change based on state and carrier requirements.