WASHINGTON D.C. - TYPE OF LICENSE NEEDED TO WRITE POLICIES | ||
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Health | Life | |
Stand Alone | x | x |
Linked Life LTC | x | x |
Annuity | x | x |
TRAINING REQUIREMENTS | |||||||||||||||||||||
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Initial Long Term Care Training |
N/A |
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Refresher Training |
N/A |
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Training Reciprocity Between States |
N/A |
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Training/Lapse Guidelines |
N/A |
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Annuity |
In order to sell Annuity, there must be Annuity Training and Product Training for these states:
Training Instructions: Below are the instructions for accessing the training portal through OneAmerica
Here is the table that OneAmerica sent indicating exactly what training is needed for each product that we sell:
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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 |
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N/A |
WHERE CAN I FIND MY CE CERTIFICATION? |
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N/A |
PARTNERSHIP INFORMATION | |
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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