NAIC Training Requirement Update for Pennsylvania

Effective 12/1/2020

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. 

To access web-based training, visit

To get help with new illustrations or for more information, call 800-568-2626 or email us at [email protected]

Looking for Something?

NFG Brokerage

We are a National Brokerage General Agency helping our Distribution Partners  achieve great results.

Request a free quote

Our Team is ready to help.  Click the button below and be sure to include the details of your quote...we will be back with you As Soon As Possible.

More from our blog

See all posts