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.
ANNUITIES TRAINING: GETTING STARTED
To complete the required training, producers simply follow three easy steps:
- Register as a user on ATP by going to https://www.reged.com/annuities-training-platform.
- Indicate the state(s) where annuity products are sold.
- 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.
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.
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.