NAIC Annuity Suitability Requirements: New York Life

New York Life

Carrier Training Website: https://secure.reged.com/TrainingPlatform/

Instructions:

  • If you have never registered in RegEd, select “Sign Up” in top right corner of the site and complete the registration form. The registration page must be filled out in order to identify the training requirements that are applicable to you. Be sure to list all jurisdictions that you do business in.
  • Once you complete the registration page, click on the “I accept the terms of service” box at the bottom of the screen to continue.
  • Now that registration is complete, the left side bar has the training choices. Click on “Producer Status” which will show the State annuity general training courses and carrier specific annuity product training at the bottom of the screen.
  • Most producers of New York Life annuities will have immediate access to the product training courses upon registering. If New York Life is not listed in the “Carrier Specific Product Training” section, click on the “Enter Product Code” selection on the left navigation bar, and enter the corresponding product code:

COURSE PRODUCT CODES

NYL Guaranteed Lifetime Income Annuity: NYLGLIA
NYL Guaranteed Period Income Annuity: NYLGPIA
NYL Guaranteed Future Income Annuity: NYLGFI
NYL Preferred Choice Fixed Annuity II: NYLPC
NYL Secure Term Choice Fixed Annuity II: NYLSTC
NYL Secure Term MVA II: NYLSTMVA

  • To view and track your training completions to date, click on the “My Courses” selection where you will find your course training history.

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