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  • The Idaho Legislature approved a pending rule change to IDAPA 18 Title 01, Chapter 09 (IDAPA 18.01.09), which became effective when the Legislature adjourned on April 4, 2013.
    • The newly rewritten rule is based on the 2010 NAIC Model Regulation 275 and requires the producer or insurer to have reasonable grounds to believe an annuity is suitable based on specific information about the consumer prior to making a recommendation to the consumer.
    • The rule also requires producers selling annuity products to complete a one-time four-hour training, either through approved CE courses from approved providers, or through insurer-provided training that meets the NAIC 2010 Suitability in Annuities training requirement for course content. The producer training requirements are in section 16 of the rule (
    • The carriers are responsible for tracking this Federally-mandated continuing education requirement. You must be able to provide them with proof of compliance if asked to do so.
  • For convenience, our CE course Link to external website catalog has a category titled Annuities Suitability. All courses listed in this category will meet the Federal education mandate.

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