ANNUITIES TRAINING OVERVIEW: CAPABILITIES

RegEd’s Annuities Training Platform (ATP) is the industry-wide solution that enables producers to complete the required state suitability and carrier-specific product training on one shared platform.

For Carriers
  • Producers are trained on one efficient platform and course completions are quickly and easily reported to multiple carriers.
  • Carrier-specific courses are easily assigned to producers and can be updated frequently.
  • Online producer search displays real-time results.
  • Data feeds, customized reporting and real-time calls to the RegEd database enable carriers to maintain compliance with state regulations.
  • Carriers do not need to review multiple courses from vendors; new stated courses are added as approved.
  • RegEd’s Regulatory Affairs team monitors state legislation and regulation and provides guidance to carriers.
For Producers
  • Producers are trained on one efficient platform and course completions are quickly and easily reported to multiple carriers.
  • Carrier-specific courses can be efficiently completed by producers.
  • Emails alert producers when a carrier course must be completed or when it must be updated.
  • New state courses are added as approved.
  • State-mandated training is free to the producer; courses are eligible for CE credit for a certificate fee, plus applicable state fees.
For Distributors
  • Producers are trained on one efficient platform, reducing overall training time.
  • Course completions are quickly and easily reported to multiple carriers, reducing confusion.
  • Carrier-specific courses can be efficiently completed by producers; updates are easily assigned and re-taken by producers.
  • New state courses are added as approved.
  • RegEd’s Regulatory Affairs team monitors state legislation and regulation to provide guidance to distributors.
  • New producers may not need to complete training as part of the new hire process – their training on the platform will move with them.

ANNUITIES TRAINING: GETTING STARTED

To complete the required training, producers simply follow three easy steps:

  1. Register as a user on ATP by going to www.reged.com/trainingplatform.
  2. Indicate the state(s) where annuity products are sold.
  3. Complete the required state suitability training and any carrier-specific product training that has been assigned.

Upon completion of state suitability and carrier-specific product training courses, RegEd will automatically notify the affiliated carriers and distributors that training has been completed.

ANNUITIES TRAINING PLATFORM: RELATED RESOURCES

Content covering the latest news and best practices for education and training, from industry and RegEd subject matter experts.

WEBINAR: New Developments Related to Mandated Industry Training

This webinar provides an update on the current training and continuing education landscape impacting the training programs of insurers, broker-dealers and investment advisers.

ARTICLE: IRI Names New Members to Board of Directors

John Schobel, CEO & Founder of RegEd, joined the Board of Directors at The Insured Retirement Institute (IRI). As a founding member of RegEd, Schobel has transformed the company into the market-leading provider of enterprise SaaS solutions that address the needs of the financial services industry including compliance management, agent onboarding, licensing, registration, and education and training.

WEBINAR: State-Mandated Training Developments and State Pandemic Relief Updates

Brandi Brown, SVP of Regulatory Affairs at RegEd, shares insight into the state-mandated training developments and state pandemic relief updates.

ARTICLE: RegEd Named CE Quality Partner by CFP Board

RegEd has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board).

ATP is the industry-wide solution that enables producers to complete the required state suitability and carrier-specific product training on one shared platform.

ANNUITIES TRAINING PLATFORM: RELATED SOLUTIONS

Complementary solutions to power your compliance and credentialing program – all on a unified enterprise platform.

ANTI-MONEY LAUNDERING TRAINING

RegEd’s Anti-Money Laundering (AML) Program enables producers to fulfill AML training requirements and then share those results with all participating carriers.

ANNUAL COMPLIANCE MEETING ON-DEMAND

RegEd’s Annual Compliance Meeting On-Demand (ACMOD) solution is designed to meet FINRA requirements and offers a variety of topics that can be combined to create a compelling, relevant and compliant Annual Compliance Meeting.

INVESTMENT ADVISER REPRESENTATIVE CE (IAR CE)

RegEd is an approved provider of Investment Adviser Representative Continuing Education (IAR CE) courses for registered IARs of state-registered and federally covered investment advisers subject to the NASAA model rule.

FIRM ELEMENT TRAINING

RegEd is the leading provider of Firm Element training, delivering more than one million CE courses and insurance certificates on an annual basis.

CONTACT US

Schedule a personalized consultation with our solution and subject matter experts. We’ll provide an overview of how RegEd’s enterprise platform enables our clients to improve efficiency, effectiveness and transparency across the enterprise.

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