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RegEd Solution

Completing annuity training and notifying carriers and distributors of course completion is easy through RegEd’s Annuities Training Platform (ATP). ATP is the industry-wide solution that enables producers to complete the required state suitability and carrier-specific product training on one shared platform. Once a producer completes the required training through ATP, the platform automatically notifies all associated carriers and distributors. Carriers and distributors also have access to the platform and can run reports to verify course completions when necessary.

Annuities Training Platform Solution Suite Diagram

Benefits

For Carriers Icon
For Carriers

  • Producers are trained on one efficient platform and course completions are quickly and easily reported to multiple carriers.
  • Carrier-specific courses are easily assigned to producers and can be updated frequently.
  • Online producer search displays real-time results.
  • Data feeds, customized reporting and real-time calls to the RegEd database enable carriers to maintain compliance with state regulations.
  • Carriers do not need to review multiple courses from vendors; new stated courses are added as approved.
  • RegEd’s Regulatory Affairs team monitors state legislation and regulation and provides guidance to carriers.

For Distributors Icon
For Distributors

  • Producers are trained on one efficient platform, reducing overall training time.
  • Course completions are quickly and easily reported to multiple carriers, reducing confusion.
  • Carrier-specific courses can be efficiently completed by producers; updates are easily assigned and re-taken by producers.
  • New state courses are added as approved.
  • RegEd’s Regulatory Affairs team monitors state legislation and regulation to provide guidance to distributors.
  • New producers may not need to complete training as part of the new hire process – their training on the platform will move with them.

For Producers Icon
For Producers

  • Producers are trained on one efficient platform and course completions are quickly and easily reported to multiple carriers.
  • Carrier-specific courses can be efficiently completed by producers.
  • Emails alert producers when a carrier course must be completed or when it must be updated.
  • New state courses are added as approved.
  • State-mandated training is free to the producer; courses are eligible for CE credit for a certificate fee, plus applicable state fees.

Getting Started

To complete the required training, producers simply follow three easy steps:

  1. Register as a user on ATP by going to www.reged.com/trainingplatform.
  2. Indicate the state(s) where annuity products are sold.
  3. Complete the required state suitability training and any carrier-specific product training that has been assigned.

Upon completion of state suitability and carrier-specific product training courses, RegEd will automatically notify the affiliated carriers and distributors that training has been completed.