The Commonwealth of Pennsylvania, through PA House Bill 152, is implementing regulatory annuity financial professional training requirements. This requires financial professionals to complete annuity producer training that consists of product-specific training, and a one-time, four-hour, basic annuity CE training prior to selling annuities.
Effective December 1, 2020, all Pennsylvania financial professionals are required to complete both trainings before submitting business. Broker Dealers may require this training prior to the effective date, so be sure to check with your back office.
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