Crump

For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

04.21 CLIS21-10189-A, 0422

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The Crump Annuity Solution Center understands it can be difficult to keep up with all of the various training requirements necessary to sell annuities. This web page has been designed to assist you with the training required by annuity carriers, as well as the National Association of Insurance Commissioners (NAIC) and/or Best Interest state-specific requirements. Please be sure to reference this web page regularly for information and instructions, as requirements in the current regulatory environment are frequently changing. 


Carrier/Product Training Requirements

Once attained, please provide Crump with a copy of the appropriate certificates using the Upload Tool in the Crump Transaction Center or via email at [email protected].

State Specific Training Requirements

In addition to the carrier product training requirements listed above, please be sure that you are compliant with all state training requirements prior to taking applications in states that require NAIC and/or Best Interest compliance. In order to view the specific requirements of each state, please go to www.reged.com/annuities-training-platform and complete all approved/required courses for your state of sale.

Once attained, please provide a copy of the appropriate certificates using the Upload Tool in the Crump Transaction Center or via email at [email protected].

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