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 Date | 1 Hr – Annuity Best Interest Training | 4 Hr Annuity Best Interest Training | Compliance Date | ||
| Alaska | 1/15/2023 | – | Webinar & Self-Study | 7/14/2023 (or prior to selling Annuities) | |
| Alabama | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| Arkansas | 1/1/2021 | – | Webinar & Self-Study | 6/30/2021 (or prior to selling Annuities) | |
| Arizona | 1/1/2021 | – | Webinar & Self-Study | 6/30/2021 (or prior to selling Annuities) | |
| California | |||||
| Colorado | 11/1/2022 | – | Webinar & Self-Study | 4/30/2023 (or prior to selling Annuities) | |
| Connecticut | 3/1/2022 | – | Webinar & Self-Study | 8/31/2022 ( or prior to selling Annuities) | |
| DC | |||||
| Delaware | 8/1/2021 | – | Webinar & Self-Study | 1/31/2022 (or prior to selling Annuities) | |
| Florida | 1/1/2024 | Self-Study | Webinar & Self-Study | 6/30/2024 (or prior to selling Annuities) | |
| Georgia | 8/1/2023 | Self-Study | Webinar, Teleconference, & Self-Study | 1/1/2024 (or prior to selling Annuities) | |
| Hawaii | 1/1/2023 | – | Webinar & Self-Study | 6/30/2023 (or prior to selling Annuities) | |
| Iowa | 1/1/2021 | – | Webinar & Self-Study | 6/30/2021 (or prior to selling annuities) | |
| Idaho | 7/1/2021 | Self-Study | Webinar & Self-Study | 12/31/2021 (or prior to selling Annuities) | |
| Illinois | 8/1/2023 | – | Webinar & Self-Study | 1/31/2024 (or prior to selling Annuities) | |
| Indiana | 7/1/2024 | – | Webinar & Self-Study | 1/1/2025 (or prior to selling Annuities) | |
| Kansas | 1/1/2024 | – | Webinar & Self-Study | 6/30/2024 (or prior to selling Annuities) | |
| Kentucky | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| Louisiana | |||||
| Massachusetts | 12/09/2022 | – | Webinar & Self-Study | 6/01/2023 (or prior to selling Annuities) | |
| Maryland | 10/08/2022 | Self-Study | Webinar, Teleconference, & Self-Study | 4/08/2023 (or prior to selling Annuities) | |
| Maine | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| Michigan | 12/29/2020 | – | Webinar & Self-Study | 6/29/2021 (or prior to selling Annuities) | |
| Minnesota | 1/1/2023 | – | Webinar & Self-Study | 6/30/2023 (or prior to selling Annuities) | |
| Missouri | 8/30/2024 | – | – | 1/30/2025 (or prior to selling Annuities) | |
| Mississippi | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| Montana | 10/1/2021 | – | Webinar & Self-Study | 03/31/2022 (or prior to selling Annuities) | |
| North Dakota | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| North Carolina | 1/1/2023 | – | Webinar & Self-Study | 6/30/2023 (or prior to selling Annuities) | |
| Nebraska | 7/1/2021 | – | Webinar & Self-Study | 12/31/2021 (or prior to selling Annuities) | |
| New Hampshire | 2/16/2024 | 8/16/2024 (or prior to selling Annuities) | |||
| New Jersey | |||||
| New Mexico | 10/1/2022 | – | Webinar & Self-Study | 3/31/2023 (or prior to selling Annuities) | |
| Nevada | |||||
| New York | Covered by Reg 187 | – | – | Covered by Reg 187 | |
| Ohio | 2/14/2021 | – | Webinar & Self-Study | 8/14/2021 (or prior to selling Annuities) | |
| Oklahoma | 9/1/2023 | – | Webinar & Self-Study | 2/29/2024 (or prior to selling Annuities) | |
| Oregon | 1/1/2024 | – | Webinar & Self-Study | 6/30/2024 (or prior to selling Annuities) | |
| Pennsylvania | 6/20/2022 | Self-Study | Webinar, Self-Study & Teleconference | 12/20/2022 (or prior to selling Annuities) | |
| Rhode Island | 4/1/2021 | – | Webinar & Self-Study | 9/30/2021 (or prior to selling Annuities) | |
| South Carolina | 11/27/2022 | – | Webinar & Self-Study | 5/27/2023 (or prior to selling Annuities) | |
| South Dakota | 01/01/2023 | – | Webinar & Self-Study | 6/30/2023 (or prior to selling Annuities) | |
| Tennessee | 1/1/2024 | – | Webinar & Self-Study | 7/1/2024 (or prior to selling Annuities) | |
| Texas | 1/1/2022 | – | Webinar & Self-Study | 6/30/2022 (or prior to selling Annuities) | |
| Utah | 7/1/2024 | – | Webinar, Self-Study & Teleconference | 7/1/2025 (or prior to selling Annuities) | |
| Virginia | 9/1/2021 | – | Webinar & Self-Study | 2/28/2022 (or prior to selling Annuities) | |
| Vermont | 7/5/2024 | – | Webinar & Self-Study | 1/5/2025 (or prior to selling Annuities) | |
| Washington | 1/1/2024 | – | Webinar & Self-Study | 6/30/2024 (or prior to selling Annuities) | |
| Wisconsin | 10/1/2022 | – | Webinar & Self-Study | 3/31/2023 (or prior to selling Annuities) | |
| West Virginia | 6/8/2023 | – | Webinar & Self-Study | 12/7/2023 (or prior to selling Annuities) | |
| Wyoming | 7/5/2023 | – | Webinar & Self-Study | 1/4/2024 (or prior to selling Annuities) | |
Have Questions? Call us at # 800-729-7363 or reach us by email at info@capeschool.com.