Important Information Regarding Annuity Best Interest Regulation Changes

We will continue to update this chart as more information becomes available. If you do not see information for your state, please check back.

A producer who has completed an annuity training course approved by the their state’s department of insurance prior to the state’s new annuity regulation start date shall, within six (6) months after that start date, complete either:
  (a) A new four (4) credit training course approved by the department of insurance; or
  (b) An additional one-time one (1) credit training course approved by their state’s department of insurance.

The 1-credit course must be completed prior to the new regulation compliance date in your state.
If you have not previously completed any annuity credits, or it is after the compliance date, you must take the 4-credit course in order to qualify to sell annuities under the new regulations.

Annuity Best Interest Course Availability & Compliance Dates
Requirement Start Date1 Hr – Annuity Best Interest Training4 Hr Annuity Best Interest TrainingCompliance Date
Alaska1/15/2023Webinar & Self-Study7/14/2023 (or prior to selling Annuities)
Alabama1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
Arkansas1/1/2021Webinar & Self-Study6/30/2021 (or prior to selling Annuities)
Arizona1/1/2021Webinar & Self-Study6/30/2021 (or prior to selling Annuities)
California
Colorado11/1/2022Webinar & Self-Study4/30/2023 (or prior to selling Annuities)
Connecticut3/1/2022Webinar & Self-Study8/31/2022 ( or prior to selling Annuities)
DC
Delaware8/1/2021Webinar & Self-Study1/31/2022 (or prior to selling Annuities)
Florida
Georgia
Hawaii12/31/20226/30/2023 (or prior to selling Annuities)
Iowa1/1/2021Webinar & Self-Study6/30/2021 (or prior to selling annuities)
Idaho7/1/2021Webinar & Self-Study12/31/2021 (or prior to selling Annuities)
Illinois
Indiana
Kansas
Kentucky1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
Louisiana
Massachusetts
Maryland10/08/2022Webinar, Teleconference, & Self-Study4/08/2023 (or prior to selling Annuities)
Maine1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
Michigan12/29/2020Webinar & Self-Study6/29/2021 (or prior to selling Annuities)
Minnesota7/1/202212/31/2022 (or prior to selling Annuities)
Missouri
Mississippi1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
Montana10/1/2021Webinar & Self-Study03/31/2022 (or prior to selling Annuities)
North Dakota1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
North Carolina
Nebraska7/1/2021Webinar & Self-Study12/31/2021 (or prior to selling Annuities)
New Hampshire
New Jersey
New Mexico10/1/20223/31/2023 (or prior to selling Annuities)
Nevada
New YorkCovered by Reg 187Covered by Reg 187
Ohio2/14/2021Webinar & Self-Study8/14/2021 (or prior to selling Annuities)
Oklahoma
Oregon
Pennsylvania6/20/2022Self-StudyWebinar, Self-Study & Teleconference12/20/2022 (or prior to selling Annuities)
Rhode Island4/1/2021Webinar & Self-Study9/30/2021 (or prior to selling Annuities)
South Carolina11/27/20225/27/2023 (or prior to selling Annuities)
South Dakota01/01/20236/30/2023
Tennessee
Texas1/1/2022Webinar & Self-Study6/30/2022 (or prior to selling Annuities)
Utah
Virginia9/1/2021Webinar & Self-Study2/28/2022 (or prior to selling Annuities)
Vermont
Washington
Wisconsin10/1/2022Self-StudyWebinar & Self-Study3/31/2023 (or prior to selling Annuities)
West Virginia
Wyoming

Have Questions? Call us at # 800-729-7363 or reach us by email at info@capeschool.com.