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Carrier Specific Product Training


UFC Carriers’ Product Training Summary

This is a list of our insurance carriers and the links to their product specific training courses that must be completed prior to soliciting business. On average, product training courses will take approximately 30 minutes to complete.

Allianz Life Insurance of North America

For Non-Appointed Producers

  • Go to https://secure.reged.com/trainingplatform/index.html (works best with Internet Explorer)
  • Click on Sign Up to register
  • Once registered, enter the appropriate product code in the Producer Status Screen
  • Product Codes: ACCUMULATIONV2, ALLIANZ360V2, ALLIANZ222V3, COREINCOME7V2, ABCANNUITY

Call UFC for additional codes if needed

For Appointed Producers

  • Go to https://www.allianzlife.com
  • Click on Training, then Business Builder
  • Click on the appropriate product specific course for your business needs

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American Equity

For Non-Appointed Producers

  • Go to https://agent.american-equity.com/StateProductTraining.asp
  • Complete required fields to register and login
  • Select a product training module from the menu and click on the Training tab under the product name and description
  • Please note: The Lifetime Income Benefit Rider is a separate training module that must also be completed for any product that includes this rider
  • After viewing the presentation, click the “x” in the upper right hand corner of the window to close the window and return to the menu
  • Select the Training Questions tab below the product name and description of the product you have just viewed
  • Answer the questions accordingly and click on the SUBMIT button at the bottom of the page
  • You should see the word Completed in green next to the name of the product you completed training for

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American General

  • Go to https://learn.questce.com/naicsuitability/
  • Click Register or Login
  • Click Management Appointments and select AIG Annuities
  • Then at “Add Product Specific Training” screen, choose course that meets your business needs:
    • AIG Annuities – Fixed and Income Product-Specific Training (Formerly the Horizon Fixed Annuity Series)
      Course Description: Fixed, Deferred Income and Single-Premium Immediate Annuity Training
    • AIG Annuities – Index Annuity Product-Specific Training (I5281CB.4)
      Course Description: Power Protector Annuities Training
    • AIG Annuities – Index Annuity Product-Specific Training (I5281LS.3)
      Course Description: Power Select Plus Income and Power Select Builder Index Annuities Training

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American National

Go to: Training: http://img.anicoweb.com/
For All Product Specific Training:
Click on the “Expert Office” tab, choose “annuity suitability” on the dropdown, chose appointed training tab if appointed & non-appointed training tab if not yet appointed, click “my learning plan”

COURSES:
NY Suitability & Product Overview- covers all NY annuities except NY Century Plus
NY Century Plus
IMG General Annuity Suitability & Product Overview- covers all Non-NY annuities except the Non-NY Century Plus
Century Plus [Non-NY]

For Puerto Rico Rule 93 Course:
[As of March 1, 2018, new business will not be accepted without completion of the training]
Click on the Expert Office tab, chose “Puerto Rico required” on the dropdown, chose appointed training tab if appointed & non-appointed training tab if not yet appointed, click “my learning plan”

Download step-by-step instructions for Puerto Rico Agents.

Ameritas

Training Site: https://secure.reged.com/TrainingPlatform/

3 Products Available:

  • Compass Indexed Annuity
  • SPIA
  • SPDA

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Athene (Formerly Aviva) Annuity Training Site

For Appointed & Non-Appointed Producers

Go to: https://secure.reged.com/TrainingPlatform/ and enter the product code for the product training is desired for

  • Ascent Accumulator 5,7 10 product code: Accum5710_2017
  • Ascent Accumulator 5,7 product code: Accum57_2017
  • Agility 7 & 10 product code: Agility710_2018
  • Agility 10 product code: Agility10_2018
  • Agility 7 product code: Agility7_2018
  • Max Rate product code: Maxrate_2017
  • Ascent Pro 7 product code: Pro7_2017
  • Ascent Pro 7 & 10 product code: Pro710_2017
  • Ascent Pro Bonus 7,10,15 product code: Probo_2017
  • SPIA product code: Spia_2016
  • Benefit 10 product code: B10_2014
  • Performance Elite product code: Performanceelite_2015
  • Protector 5, 7 product code: Protect57_2018

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Columbus Life

Training covers all Annuity Products

Go to: www.kfeducation.com/portal

Log in using Auto-Registration or Self-Registration.

  • For Self-Registration: Enter Portal code is WSFG in the “New Users” box, select “Create Account.
  • For Auto-Registration: Carrier will have sent you an email which will provide the login information.

Please click here for more detailed instructions.

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Global Atlantic Annuity

*Required in all states.

  • Log onto: https://secure.reged.com/TrainingPlatform (works best with Internet Explorer)
  • Register by clicking on the “Register Online” link (only if you have never registered before)
  • Once logged-in to Reg Ed, you will be at the Producer Status screen. Scroll down to the Carrier-Specific Product Training section
  • The training for Global Atlantic Annuity Product Training should be displayed. Select the training that you would like to take and click Go to Requirements
    • If the training is not displayed, click Enter Product Code on the left side of the screen. Enter the code for the product you will be selling then click Submit
      • FTFCARE = ForeCare Fixed Annuity with Long-Term Care Benefits
      • INCOME150SE = Income 150+ SE Fixed Index Annuity
      • SecureForeAll = SecureFore Fixed Annuities
      • ALLCHOICE = Choice Accumulation II and Choice Income II Fixed Index Annuities
      • ForeCertain = ForeCertain Income Annuity
  • Review the Training Standard page and click Proceed at the bottom of the screen
  • The Training Presentation will start
  • Complete the training, read through the disclosures, and select ATTEST
  • Complete training verification by clicking A-Yes and then Continue
  • After the course evaluation (this is not required), your Certificate of Completion will appear
  • Print your Certificate and keep it for your records. Reg Ed electronically notifies Global Atlantic that you have completed the training.

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Great American

Training Site: http://naic.pinpointglobal.com/GAFRISuitability/Apps/Default.aspx

  • If you do business in a non-NAIC state, GAFRI will require that you take their generic
    Fixed Annuity Sales Certification course prior to soliciting business.

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Integrity Life / National Integrity

Product Training through Kaplan at www.kfeducation.com/portal

CLICK HERE for detailed instructions

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Kansas City Life

Please click the link below to register and view the training video in order to complete the Kansas City Life Product-Specific Training Component. For technical questions, please contact Misty Wilcox on 8228 or Scott Allard on 8515.

Training Site: http://kcl.successce.com

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Legacy Marketing/Americo

If you are not currently contracted with Legacy, you will need to click “Register Guest Access”. The guest access code is Legacy 12.

Training Site: http://www.legacynet.com

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Lincoln Financial

Training Site: http://naic.pinpointglobal.com/LincolnFinancial/Apps/default.aspx

Lincoln only has 1 course that covers all its fia & fa:

  • Course: Lincoln Fixed Annuities [FA .6.0]

Products Covered:
Lincoln OptiChoice; Lincoln OptiChoice NY; Lincoln New Directions; Lincoln OptiPoint; LTC Fixed Annuity; My Guarantee Plus; Income Immediate Annuity **Covers Income Edge Rider; Deferred Income Solutions Annuity; & Optiblend

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Life of the Southwest / National Life Group

For Non-Appointed Producers

Please request the carrier 800-906-3310 #2 #3 contracting@nationallife.com to send you an email with the Carrier Specific Training PDF. Once you read the PDF you will need to respond back to the carrier, copying in contractingteam@ufc.bz, informing the carrier you have read the PDF.

For Appointed Producers

You will receive a welcome letter with instructions of how to log into to National Life’s website at: www.nationallife.com.

  • Account User ID: Provided to you in welcome letter if this is your 1st time logging in.
  • Password: If you have already logged in, use the password you created. If this is the first time you are logging in, your password is the lowercase initial of your first name, the last four digits of your SSN, the uppercase abbreviation of your resident state, and a dollar sign. Example: m1234VT$

Once you’ve logged in, click here to view or download a PDF of detailed directions on how to complete product training.

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Minnesota Life

Training Site: https://learn.questce.com/naicsuitability

Please note:

  • First-time users need to register
  • Quest CE offers continuing education as well as product training – to go directly to the product training select Skip Step 1
  • Select your Broker/Dealer from the dropdown list, then choose the carrier. The carrier name is listed as Minnesota Life – Securian.
  • Product training descriptions are provided to help determine which training should be taken.
  • Advisors must complete the content (product training) and the exam (one question attestation) in order for the training to be completed
  • You’ll need to complete the annuities training before getting client signatures.

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National Western Life Insurance Company

Training Site: https://learn.questce.com/naicsuitability/

  • Click Register or Login
  • Click Management Appointments to add National Western Life Insurance Company to your profile
  • Then under Add Product Specific Training, select “National Western Life Product Training Course – 01”

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North American Company for Life & Health

  • Log onto: https://secure.reged.com/TrainingPlatform (works best with Internet Explorer)
  • Register by clicking on the “Register Online” link (only if you have never registered before)
  • After you register: log in to the website with the email and password that was created
  • To the left of the screen there are links – click on “Product Code”
  • Type in the Product code for the training you need to take:
    • 15SFGNAC_11 – NAC Charter Plus & Income Plus Pay/Income Pay Riders
    • 15SFGNAC_05 – NAC Guarantee Choice II MYGA PRT 4-17
    • 15SFGNAC_16 – NAC Performance Choice Series & Income Pay Plus REV 4-17
    • 15SFGNAC_09 – NAC Retire Choice & Income Pay Plus REV 4-17
    • 15SFGNAC_13 – NAC Income Choice REV 4-17
    • 15SFGNAC_01 – NAC Benefit Solutions Series REV 4-17

**IUL PRODUCT TRAINING **

  • Training Site: www.northamericancompany.com
    ** Click here for NAC Website Login Instructions **
  • Click on the “Training Center” on the top navigational bar
  • Click on “IUL Certification Program”
  • Read the 5 modules on Indexed Universal Life
  • Then click on Exam to take the 25 question exam
  • Once you have successfully answered all questions correctly, your results will be automatically fed to NAC. It is important that you sign in under your USERNAME to get credit for completion of this exam. Print out the Certificate for your records

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One America/State Life

*Required in all states.

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Oxford Life

Oxford has its own e-contracting system that includes the product training. UFC must send the producer an invite to the system via email to start the contracting process with Oxford and to complete required product training.

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Phoenix Life

*Required in all states.

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Protective

• Go to https://secure.reged.com/TrainingPlatform
• In upper right, log in using your email address and password you previously set
If this is your first visit to the site, click “Register online” in center right in the “Producers Get Started Section” and follow system prompts
• To add applicable product training courses, click “Enter Product Code” in left menu bar
• Enter the code that corresponds to the product of interest
Protective Asset Builder Indexed Annuity: FIAPAB
Protective Income Builder Indexed Annuity: FIAPIB
Protective Indexed Annuity II: FIA2M
Protective Indexed Annuity NY: FIANY
Protective ProPayer Income Immediate Annuity: PROSPIA
Protective Secure Saver Fixed Annuity: PSS
Protective Guaranteed Income Indexed Annuity: FIAPGI
• Your courses appear under “Carrier-Specific Product Training” on your Producer Status Screen
Click “Go to Requirement” next to course of interest to open course.
Review information and use arrows at bottom of screen advance through material
Please note there is no audio in these presentations
You can click the Notes button for additional details on each page
At the end of the training, click “Attest”, Click “A Yes” and Continue.
Survey is optional. Click “Submit” at bottom of screen to finish
Your Producer Status screen will now indicate “Completed” and your completion data will be automatically transmitted to Protective Life.

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Reliance Standard

*Required in all states

Training Site: https://secure.reged.com/TrainingPlatform/

Product Code: RSL_PSTCOURSE_01

Step-by-Step Instructions: CLICK HERE

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Security Benefit

  • Training Site: https://secure.reged.com/trainingplatform (works best with Internet Explorer)
  • Contracting must be submitted prior to taking the course
  • Fundamentals of Deferred Annuities Course Code 11SB_16
  • Lighthouse Select Course Code 11SB_02

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Sentinel

To complete the Annuity Product Specific Training for New Agents, follow the steps below:

  • Go to our homepage (www.sslco.com) and click on the Agent’s tab at the top of the page. Then click on Annuity Product Specific Training for Agents link on the right side of the page. You may also access the site directly by clicking on the link below:
    https://sslco.admin-portal.org/training/
  • You will be directed to the home page of our training site. Click on the Register button to create an account.
  • Fill out all of the required fields. When prompted, enter the Access Code. The code is Agent1405 and is case sensitive.
  • Once you have completed registration, you will be taken to the courses page where you can select the course you would like to complete.
  • Once you have completed the required training, your certification will be automatically recorded in our system.

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The Standard

Click here for The Standard product training instructions. The just-in-time product code is SIC-SIC

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Transamerica Life

IUL PRODUCT TRAINING

Download, Sign & Return this document to contracting@ufc.bz
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Symetra Training Link

https://www.symetra.com/FinancialProfessionals/SalesTools/LearningCenter/ProductTraining/

  • Appointed agents can use Reg Ed or Kaplan tab
  • Non-Appointed agents must use the Reg Ed tab (works best with Internet Explorer)
    (it will ask for a portal code = symetra)

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United of Omaha/Mutual of Omaha

Training Site: https://www.mutualofomaha.com/sales_professionals/

Agent must have active code to access training.

Agent must sign this PDF prior to dating any business.

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