Washington, DC

WASHINGTON D.C. - TYPE OF LICENSE NEEDED TO WRITE POLICIES
  Health Life
Stand Alone x x
Linked Life LTC x x
Annuity x x
TRAINING REQUIREMENTS
Initial Long Term Care Training

N/A

Refresher Training

N/A

Training Reciprocity Between States

N/A

Training/Lapse Guidelines

N/A

Annuity
In order to sell Annuity, there must be Annuity Training and Product Training for these states:
  • AL, AK, AZ, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MA, MD, MI, MN, MS, MO, NE, NH, NJ, ND, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, WA, WV AND WY

Training Instructions:

Below are the instructions for accessing the training portal through OneAmerica

  • Go to OneAmerica following this link: www.oneamerica.com/slproducttraining
  • Select "Click Here to Register" to create an account.  The advisor will need their NPN Number
  • Once the account is created and they go to log in for their training, the following is needed:
    • username - is the NPN Number
    • Password - is last name in all lowercase with last 4 digits of NPN number (adelson9076)
    • Once logged in, they can change their password to be a new password if they wish
  • On the left hand side, look for "My State Specific Training" which is the Annuity training and "My Product Training" which is the product training modules
  • Once completed, you have the option of printing a certificate which I strongly recommend and have the advisor send to us to submit with their contracting

Here is the table that OneAmerica sent indicating exactly what training is needed for each product that we sell:


Product Annuity Training  LTC Training Product Training
Asset Care Single Premium   X  
Single Premium Annuity Funding Whole Life X X X
Asset Care Recurring Premium Whole Life   X  
Index Annuity Care X X X
Carrier Requirements

Nationwide - does not require training for this state. See example:

If the advisor is a resident of this state and wishes to write in Illinois, he will need to take the Illinois training

HOW TO OBTAIN TRAINING

N/A

WHERE CAN I FIND MY CE CERTIFICATION?

N/A

PARTNERSHIP INFORMATION
State Partnership Status

Enabling legislation may not be required. The Partnership Plan Amendment has not been filed yet

Asset Proection

TBD

REVISED: July 16, 2013