Annuity Best Interest Training Hours: 4
Frequency: One-time training of a 4-Hour Annuity Suitability and Best Interest Standards course must be complete prior to selling annuity products.
Residents and non-residents who have completed training including the NAIC Best Interest Standards in another state with laws similar to Texas law will be deemed compliant with this requirement.
Ongoing Training
Hours: 8
Frequency: Ongoing training must be completed every 2-year license term following the initial 4-hour training completion.
Residents and non-residents who have satisfied the annuity best interest training requirements of another state that are similar to Texas' law will be deemed compliant for Texas' annuity best interest training requirement. Non-residents are exempt from the ongoing annuity training requirement.
Annuity Training Information