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Attention: Updated Annuity Suitability Education Requirements
Jan 1, 2024, Oregon SB 536 (2023) -Sales of Annuities- Insurance producer training will be updated to include Best Interest Standards training. Producers that completed the 4-hour, annuity suitability training prior to January 1, 2024, will have until June 30, 2024, to complete the new 1-hour, Best Interest course. After June 30th, 2024, a complete 4-hour course including best interest is required.
Any producer who sells annuity products must complete a one-time, four-credit course provided by a continuing education provider registered with the Division of Financial Regulation.
This suitability training must include information on the following:
Annuity training courses may be conducted and completed by classroom or self-study methods.
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