Annuity Training

BGA Insurance has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

A robust set of solutions and offerings to serve your clients.

Representing over 65 different carriers, BGA is among top 1% of all general agencies in paid life insurance with an increasing set of online tools to grow your business.

About Us

BGA Insurance has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

About Us

BGA Insurance has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
The NAIC has implemented a substantially updated version of its Suitability in Annuity Transactions Model. After a state adopts this revised model, producers operating in that state must complete two distinct training requirements before they may solicit annuity business. It’s important to note that some carriers now mandate completion of their product-specific training in all states, regardless of a particular state's adoption of the new model.

Producers must complete a one-time, state-approved four (4)-hour continuing education course on annuities in any state where they are licensed or conducting business.

Special State Requirements:

- California: Eight (8) hours initially, followed by four (4) hours every two years
- Iowa: Four (4) hours focused specifically on indexed annuity products
- Texas: Eight (8) hours every two years.

Additionally, product-specific training offered by the insurance carrier is required before a producer may solicit the sale of any particular annuity product. This training must be completed prior to the application date. If the producer completes the training on or after the date the application is signed, the carrier will require a new application to be submitted.

Certain states now require producers to act in the best interest of the consumer when recommending annuity products. As a result, the training requirement has been broadened to reflect this enhanced standard of conduct. Producers who completed a state-approved annuity training course before the effective date must complete either a new one-time 4-hour course or a supplemental one-time 1-hour course by their state’s specified deadline. Producers who obtain a life/annuity license on or after the effective date must take the new one-time 4-hour course prior to selling annuities.

Certain states now require producers to act in the best interest of the consumer when recommending annuity products. As a result, the training requirement has been broadened to reflect this enhanced standard of conduct. Producers who completed a state-approved annuity training course before the effective date must complete either a new one-time 4-hour course or a supplemental one-time 1-hour course by their state’s specified deadline. Producers who obtain a life/annuity license on or after the effective date must take the new one-time 4-hour course prior to selling annuities.

‍
‍Because carrier requirements vary, it is strongly recommended that producers complete the full 4-hour Best Interest course rather than the 1-hour option in situations such as:
‍
‍When an agent is obtaining a new license in a state that previously required Best Interest training.
(For state-specific questions, please reach out to TrentZ@BGAinsurance.com)

For additional details and to review your state’s guidelines, please visit the RegEd Training Platform by clicking here.

Below are the instructions for completing the required training:
To enroll in the 4-hour annuity suitability/Best Interest course, please follow these steps.
Allianz
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Product Training Link:   https://www.reged.com/annuities-training-platform/

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit
3. ​Under Carrier-Specific Product Training, find your desired course under the Allianz Life Annuity Product Training Section and click Go to Requirement
4. Click Proceed
5. Click Go To Course
6. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button
7. Answer YES
8. Click Continue
9. Print the Course Completion Record for your files and share with BGA Insurance. Results will be sent electronically to Allianz.

Course and Product Code:
- 360 Annuity Training (ALLIANZ360V2)
- Core Income 7 Annuity Training (COREINCOME7V2222)
- Annuity Training (ALLIANZ222V3)
- Market Value Adjustment Training (MVAV1)
- Retirement Foundation ADV Annuity (RETIREMENTFOUNDATIONADV)
- Fixed - Accumulation Advantage Annuity (ACCUMULATIONV3)
- Legacy by Design (LEGACYBYDESIGN)
- Benefit Control Annuity Training (ABCANNUITY)
- Allocation Charge Supplemental Training (ALLOCATIONCHARGE)
American Equity
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Active Agents:
‍Training should be completed using the American Equity website: https://agent.american-equity.com/login.asp

New Agents Product Training Link: https://agent.american-equity.com/stateproducttraining.asp
1. Enter state license number, last 4 digits of your SSN, and last name
2. Watch the videos for each product before completing the training questions
3. Complete the questions and click SUBMIT to receive credit for the training
4. Please send a screenshot of the “Completed” screen for your files at BGA Isurance. Results are automatically sent to American Equity
American National
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First Time New User Guide
‍Contracting & Licensing Guide

No appointment is required prior to login
Product Appointment Link: https://imglearning.anico.com/
 - Returning users: Please enter your email address and hit submit
- New user: Enter first name, last name, SSN, and email address to access the course
- Length of Course: 25 minutes
Americo
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Product Training Link: https://naic.pinpointglobal.com/americo/apps/default.aspx

‍1. Register as a first-time user or log in using your NPN number and password
2. Once logged in, click on My Product Training at the bottom of screen
- Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again
3. Complete only the product‐specific training for products you plan to sell and those product‐specific training video(s)
5. At the end of each video, check the attestation box, then click Submit to receive credit for completing the training course. Once you close the video window, you will see your completion date on the right-hand side of the training page, as indicated above.
6. Please send the screenshot of completion to BGA Insurance for our records
Aspida
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A training link will be sent to you by ASPIDA once they receive the contracting paperwork

​Additional Training Instructions
Athene
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Product Training Link: https://www.reged.com/annuities-training-platform/

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code (see below) for your desired course and click Submit.
3.  Under Carrier-Specific Product Training, click your desired course under the Athene Annuity Product Training Section
4.  Go to Requirement
5. Click Proceed
6. Click Go To Course
7. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
8. Answer YES
9. Click Continue
10. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Athene.

Courses:
‍
AccuMax
- Product Code: AccuMax7_2021
- Available BD Channel: Yes
- Available IMO: Yes
Agility
- Product Code: Agility710_2018
- Available BD Channel: Yes
- Available IMO: Yes
Ascent Pro Bonus
- Product Code: PROBO_2017
- Available BD Channel: No
- Available IMO: Yes
Performance Elite
- Product Code: PerformanceElite_2015
- Available BD Channel: No
- Available IMO: Yes
MaxRate
- Product Code: MaxRate_2017
- Available BD Channel: Yes
- Available IMO: Yes
MaxRate NY
- Product Code: MaxRateNY_2017
- Available BD Channel: Yes
- Available IMO: Yes
NAIC Athene Activate
- Product Code: ACTIVATE_24
- Available BD Channel: Yes
- Available IMO: Yes
SPIA
- Product Code: SPIA_2016
- Available BD Channel: No
- Available IMO: Yes
Accumulator 5, 7 & 10
- Product Code: ACCUM5710_2017
- Available BD Channel: Yes
- Available IMO: No
Ascent Pro 7 & 10
- Product Code: PRO710_2017
- Available BD Channel: Yes
- Available IMO: No
Protector
- Product Code: Protect57_2018
- Available BD Channel: Yes
- Available IMO: No
ANX Channel- BCA 6, 8, 10
- Product Code: BCA6810_2019
ANX Channel- BCA 6,8,10, 12
- Product Code: BCA681012_2019
ANX Channel- Velocity
- Product Code: Velocity_2019
Atlantic Coast Life
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Product Training Link: https://acl.admin-portal.org/training/ Training Guide​

Fill in your email and agent number or SSN/Tax ID if you do not have an agent number.
*If you haven't registered previously, fill your email and SSN/Tax ID or agent number and click Sign In. The next page will prompt you to register.
Axonic
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The training will be viewed and attested to while confirming the contract through SureLC.

From the PRODUCER/CARRIER QUESTION section in SureLC
1. Select the VantagePoint MYGA link to view the Training Manual
2. Select the Attestation box
3. A copy of the certificate will automatically be generated and provided to BGA and Axonic
Brighthouse
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Product Training Link: https://secure.reged.com/trainingplatform/

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
- Product Code: BHF_FIA
3. Under Carrier-Specific Product Training, find you desired course under the Brighthouse Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
6. Answer YES and click Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Brighthouse.
CL Life
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Product Training is completed through the contracting paperwork in SuranceBay
Clear Spring Life and Annuity Company
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Product Training is completed through the contracting paperwork in SuranceBay
Corebrigde
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Product Training Link: https://learn.questce.com/naicsuitability/

No appointment required prior to login

Length of Course: 60 minutes
- Register (if not already signed up) and Login
- Click Broker Dealer to verify that Independent (Unaffiliated) is the broker dealer within the account settings
- Click Manage Appointments, then AIG Annuities, then Add
- Click Add Product Specific and select the course from the list

Available Product Training Courses:
Corebridge Index Annuity training I5281LS.21
- Course Description: Power Select Builder, Power Select Plus Income
Corebridge Index Annuity training I5281CB.17
- Course Description: Power Protector series
Corebridge Fixed and Income Product-Specific Training (FIXEDALL0321)
- Course Description: Fixed, Deferred Income and Single-Premium Immediate Annuity Training
Corebridge AE Income Achiever Training F5705AC.7
- Course Description: Corebridge AE Income Achiever Training F5705AC.7
Corebridge Index Annuity Product Training (I5281PNY.2)
- Course Description: Covers Power Index Premier NY and Power Index 5 NY
Corebridge AEIB New York Training F6533FNY
- Course Description: Covers Assured Edge NY Product Training (F6533FNY)

Click on Start Exam and then click OK in the pop-up window to certify the terms of the exam. Then, answer the one-question attestation before clicking Submit Answer to complete the exam.

The status column on your student dashboard page will list the course as complete in green if you have successfully completed the course. Then click through the slides, take the test at the end, and save the certificate.

Power Index 5 NY / Power Index Premier
https://www.brainshark.com/sunamerica/vu?pi=zGHz11PFtVz9EJ3z0
Deleware Life
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Product Training Link: https://www.reged.com/annuities-training-platform/

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the Delaware Life Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go to Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, click the Attest button.
6. Answer YES and click Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Delaware Life.

​Product Names and Product Codes:
Target Growth 10 – DLICTG10
Target Income 10 – DLICTI10
Retirement Stages 7 – DLRS7N
Pinnacle MYGA – DLMYGA
Equitrust
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Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access
2. On the left-hand menu, choose Enter Product Code.  Enter the code for the course you want to take (see below) and click Submit.
- Product Code: Equitrust
3. Under Carrier-Specific Product Training, find your desired course under the EquiTrust Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, click the Attest button.
6. Answer YES then Continue.
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to EquiTrust.​​

Please note: Training for this carrier will need to be completed before the appointment will be approved.
Fidelity & Guaranty Life
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Product Training Link: https://training.fglife.com

Active Agents
Agents who are currently producing with Fidelity & Guaranty Life, login with your SalesLink account by clicking on the link above.

New Agents
If you are an agent who is working toward getting contracted or submitting your first application with Fidelity & Guaranty Life, you can still register now to begin or continue your training courses.
Global Atlantic
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Product Training Link: https://www.reged.com/annuities-training-platform/

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the Global Atlantic Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Global Atlantic.

*Please note: for the ForeCare Annuity with long-term care (LTC), you must take the appropriate LTC training course before taking an application for this product.

Course and Product Code:
ForeAccumulation II Fixed Index Annuity – ForeAccum24
ForeCare Fixed Annuity with Long-Term Care Benefits – FTFCARE
ForeCertain Income Annuity – ForeCertain
ForeIncome II Fixed Index Annuity – ForeIncome25
ForeStructured Growth Registered Index-Linked Annuity – FORESTRUCTURED
Income 150+ SE Fixed Index Annuity – INC150-25
SecureFore Fixed Annuities – SecureForeAll
Guaranty
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Product Training Link: https://www.reged.com/annuities-training-platform

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the GILICO Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to the carrier.

Courses and Product Codes:
Wealth Choice FIA – WCA19
Guaranty Rate Lock MYGA – GRL20
Annuicare – ACS
Integrity
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Product Training Link: https://www.kfeducation.com/account/portal-login?redirect=/portal/

‍Training Guide

Self-Registration  
You will need to self-register and enroll in a course. Enter Portal Code WSFG in the New Users box, and select Create Account.

Once registered, please complete product training using these instructions:
1. On the home page, near the center of the page, you will see a Product Training box. Click on the green tab Already Enrolled? LAUNCH Course.
2. You will see the list of courses that pertain to the lines of business set up for you or that you ordered through the self-registration. Click Annuity Product Information.
3. Click Course Name. The training materials will come up. Review them carefully then close the window. Click Course Home.
4. In the Review Test section, click Take. Next click Agree, then Continue, then I Agree.
5. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Integrity.
Knighthead
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Active Agents with American Equity:
‍Training should be completed using the American Equity website: https://agent.american-equity.com/login.asp

Not-Yet-Active Agents Product Training Link: https://agent.american-equity.com/stateproducttraining.asp
1. Enter state license number, last 4 digits of your SSN, and last name
2. You must watch a video for each product before you can complete the training questions
3. You must complete the questions and click SUBMIT to receive credit for the training
4. Please send a screenshot of the screen with “Completed” for your files at highland. Results are automatically sent to American Equity
Legacy Marketing Group
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Not-Yet-Active Agents: You may access their product training prior to being appointed using these instructions:
1. Visit the website www.legacynet.com
2. Click on the button that says “Insurance Professional Login” in the upper right corner.
3. Click on the hyperlink that says “Temporary Product Training Access” and follow the prompts to create a user name and password
4. Enter Guest Access Code – LEGACY12
5. Follow instructions to register using SSN#
6. Click on the specific product training
7. On Step 1, click on “Click here”
8. Read the PDF file thoroughly
9. On Step 2, click on “Click here”

Please note, Guest Access is limited to Legacy Exclusive product trainings only and the logon created during the temporary access will expire within 24hrs from the time it was created. Once an agent is contracted, they will need to create an actual login to access the site and any product trainings completed as a “guest” will automatically transfer to the agent’s record.

Active Agents with Legacy will need to obtain log-in user and password from Legacy Marketing Group then follow these instructions:
1. Go to their website at www.legacynet.com
2. Click on the button that says “Insurance Professional Login” in the upper right corner.
3. If a user name/password has already been set up, enter and proceed. If not, click on the hyperlink that says “Register with LegacyNet” and follow the applicable prompts to create a user name and password.
4. From the “Home” page, click on the “Product Training” button located on the left-hand side of the page.
5. Click on the specific product training
6. For Step 1, click on “Click here” and follow any applicable prompts.
7. Read the PDF file thoroughly
8. For Step 2, click on “Click here” and follow any applicable prompts.
9. Enter in your information to confirm completion of the product training.

Once completed, a confirmation email will be sent to the email address on file for your records. Legacy will be notified immediately upon completion– Please forward confirmation email to TrentZ@BGAinsurance.com
Life of Southwest/National Life Group
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Product Training Link: https://www.nationallife.com/

‍Training Guide
Lincoln Financial
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Product Training Link: https://naic.pinpointglobal.com/LincolnFinancial/Apps/default.aspx

1. Either log in using your NPN number and established password, or register if a first-time user.
2. Once you are logged in, you will find My Product Training at the bottom of screen
- Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
3. Click View My Product Training.
4. You only have to complete the product‐specific training for products you plan to sell.
- Please note: Lincoln Financial Group has four training modules depending on the TYPE of annuity products you wish to sell: fixed annuity, fixed index annuity (FIA), single premium immediate annuity, and variable annuity. There is also a General FIA training that is required as well as the product-specific training.
5. Complete the appropriate product‐specific training video(s).
6. When you reach the end of your selected video, check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
MassMutual Ascend
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Product Training Link: https://naic.pinpointglobal.com/MMA/Apps/default.aspx

1. Either log in using your NPN number and your established password, or register if a first-time user.
2. Once you are logged in, you will find My Product Training at the bottom of screen.
- Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
3. Click View My Product Training.
4. You only have to complete the product‐specific training for products you plan to sell.
- Please note: the FIA Rider Overview training video is a pre‐requisite for certain fixed‐indexed annuity products. If you click on a product‐specific training video and it will not open, then it has the FIA Rider Overview as a pre‐requisite.
5. Complete the appropriate product‐specific training video(s).
- Please note: there is NO sound in the videos.
6. When you reach the end of your selected video, check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
Minnesota Life
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Product Training Link: https://learn.questce.com/naicsuitability/

1. First time users need to register.
2. Quest CE offers continuing education as well as product training. To go directly to the product training, select Skip Step 1.
3. Select your broker dealer from the dropdown list, then choose the carrier. The carrier name is listed as Minnesota Life–Securian.
4. Product training descriptions are provided to help determine which training should be taken.
5. Advisors must complete the content (product training) and the exam (one question attestation) for the training to be completed.
Mutual of Omaha
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Click the link below and read the included training, sign, and return the confirmation of completion to BGA Insurance.

‍Annuity Portfolio and Certification Course
Nassau
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Athos product training cannot be completed until the advisor receives their welcome email, which is typically sent about 48 hours after the carrier receives the request. However, all shelf product trainings are available prior to contracting. Please see the directions below.

Complete the required Product Training (about 30 minutes):
1. Click the following link to access the product training through LIMRA: https://naic.pinpointglobal.com/nassaure/apps/default.aspx2.
‍2. Once on LIMRA’s website login, or select “Click here to register” to create an account; after you’re logged in, select “My Product Training” on the left-hand navigation bar
3. Select the hyperlink “Click here to access training”
Nationwide
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Product Training Link: https://www.reged.com/annuities-training-platform/

‍Training Guide

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the Nationwide Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Nationwide.

Courses and Product Codes:
New Heights Select - New – NewHeightsSelect
MYGA - Secure Growth – Securegrowth
Income Promise – IncomePromiseSelect
CareMatters – CMAnnuity

Nationwide’s AML Requirement: Required for all insurance-only producers prior to appointment approval.

AML Training Link: https://secure.reged.com/Login/vu/VirtualUniversity/NWAML

‍AML Training Guide
National Western Life
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Product Training Link: https://learn.questce.com/naicsuitability/

1. First time users need to register.
2. Quest CE offers continuing education as well as product training. To go directly to the product training, select Skip Step 1.
3. Select your broker dealer from the dropdown list, then choose the carrier. The carrier name is listed as National Western Life.
4. Product training descriptions are provided to help determine which training should be taken.
5. Advisors must complete the content (product training) and the exam (one question attestation) for the training to be completed.
6. Please provide certificate once completed.
New York Life
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Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access.
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the New York Life Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to New York Life.

Courses and Product Codes:
Lifetime Income Annuity – NYGLIA
Guaranteed Period Income Annuity – NYLGPIA
Future Income Annuity – NHLGFIA
Secure Term Choice – NYLSTC
Secure Term MVA – NYLSTMVA
Preferred Choice – NYLPC
North American
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Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the North American Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to North American.

Courses and Product Codes:
Income Pay Pro (FIA) – 22SFGNAC_02
NAC Benefit Solutions (FIA) – 22SFGNAC_01
NAC Guarantee Plus (MYGA) – 21SFGNAC_02
Performance Choice (FIA) – 20SFGNAC_01
NAC Versa Choice (FIA) – 20SFGNAC_01
NAC Income (SPIA) – 15SFGNAC_18
NAC Income Choice (FIA) – 15SFGNAC_13
NAC Charter Plus (FIA) – 15SFGNAC_11
North American - ANNEXUS
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Product Training Link: https://www.reged.com/annuities-training-platform/ 1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the North American Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance.  Results will be sent electronically to North American.

Courses and Product Codes:
Secure Horizon Accelerator – 24SFGNAC_02
Secure Horizon & Secure Horizon Plus – 21SFGNAC_03
Secure Horizon Choice (FIA) – 23SFGNAC_01
Oceanview
+
Product Training is completed through the contracting paperwork in SuranceBay.
One America
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State Life requires a product training course that can be completed at https://naic.pinpointglobal.com/OneAmerica/apps/default.aspx

1. Either log in using your NPN number and previously established password, or register if a first-time user.
2. Once you are logged in, you will find My Product Training at the bottom of screen.
- Please note: if you have taken a state-specific training course through another vendor, you do not need to take it again.
3. Click View My Product Training.
4. You only have to complete the product‐specific training for products you plan to sell.
5. Complete the appropriate product‐specific training video(s).
- Please note: there is NO sound in the videos.
6. When you reach the end of your selected video, check the attestation box, then click Submit to receive credit for completing the training course. After doing so, once you close the video window, you will see your completion date on the right-hand side of the training page as indicated above.
Oxford
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Product training is done online when completing the contracting paperwork.
Pacific Life
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Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
- Product Code: paclifePAfixed
3. Under Carrier-Specific Product Training, find the desired course under the Pacific Life Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.
6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Pacific Life.
Penn Mutual
+
Please download and complete the appointment paperwork for Penn Mutual here.

Product Training Link: https://www.reged.com/annuities-training-platform/

Training will not be accessible until 24 business hours after your appointment is completed.

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter Product Code PMLAnnuityTraining and click Submit.
- This will bring up Penn Mutual Fixed Annuities – Product Overview - 15PML_01.
3. Click Proceed
4. Click through each of the slides until completed.
5. Click Continue
6. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Penn Mutual.
Principal
+
Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the North American Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.6. Answer YES then Continue7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to North American.

Courses and Product Codes:
Income Annuity – PRINCIPALINCOME
Deferred Income Annuity – PRINCIPALDEFERREDINCOME
Select Series – PRINCIPALSELECTSERIES
Preferred Series Annuity – PRINCIPALPREFERREDSERIES
Secure Choice Index Annuity – PRINCIPALSECURECHOICEINDX
Lifetime Income Solutions II – PRINCIPALLIFETIMEINCOME2
Pivot Series Variable Annuity – PRINCIPALPIVOTSERIESVA
Premier Annuity – PRINCIPALPREMIER
Protective
+
Product Training Link: https://www.reged.com/annuities-training-platform/

1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the Protective Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Protective.

Courses and Product Codes:
Protective Asset Builder Indexed Annuity – FIAPAB
Protective Income Builder Indexed Annuity – FIAPIB
Protective Indexed Annuity II – FIA2M
Protective Indexed Annuity NY – FIANY
Protective Guaranteed Income Indexed Annuity – FIAPGI
Protective ProPayer Income Immediate Annuity – PROSPIA
Protective SecureSaver Fixed Annuity – PSS
Protective Asset Builder II 10 YR – PAB210
Prudential
+
Product Training Link: https://secure.reged.com/TrainingPlatform/

‍Training Guide

1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
3. Under Carrier-Specific Product Training, find the desired course under the Prudential Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Prudential.
Reliance Standard
+
Product Training Link: http://rsli.successce.com/

‍Training Guide

Carrier Instructions:
1. Choose the first large blue box in the middle of the page that reads: Select RSLI’s Product Training.
2. Review the training materials, and then complete the course by clicking on the Annuity Training Certification at the end.
3. Please print this screen for your files and BGA Insurance.

​For the Reliance Guarantee please follow the below instructions:
‍https://secure.reged.com/TrainingPlatform/
‍
‍Reliance Standard’s Codes are:
RSL Eleos Keystone Apollo PST Course - Product Code: RSL_PSTCOURSE_01RSL
Reliance Guarantee PST course - Product Code: RSLI_PST_02RSL
Reliance Accumulator - Product Code: RSLI_PST_03
Royal Neighbors
+
Product Training Link: https://royalneighbors.learn.trakstar.com/PublicCoursePage.aspx?c=5089649829621

Carrier Instructions:
1. Click Get Started
2. Enter first name, last name, email, and password, then Click Register
3. Complete training
4. Print Certificate of Completion for your files and BGA Insurance. Results will be sent electronically to Royal Neighbors.
Sagicor
+
Product Training Links:
‍Milestone MAX MYGA
‍Milestone MYGA: http://www.pgih02.biz/coc/sag/occ/mmyga/pgi_mmyga_sagicor.pdf
‍Gold Series SPIA: http://www.pgih02.biz/coc/sag/occ/sgoldspia/pgi_sgoldspia_sagicor.pdf
‍Gold Sage Choice SPDA: http://www.pgih02.biz/coc/sag/occ/schoicespda/pgi_schoicespda_sagicor.pdf
‍Sage Select FIA: http://www.pgih02.biz/coc/sag/occ/ssfia/pgi_ssfia_sagicor.pdf
‍Sage Secure FIA: http://www.pgih02.biz/coc/sag/occ/ssecurefia/pgi_ssecurefia_sagicor.pdf
‍Indexed Annuity Product: http://www.pgih02.biz/coc/sag/occ/ia/pgi_ia_sagicor.pdf​Training Guide

Carrier Instructions:
1. Click on the Product Training Course Link
2. Review PDF Slides
3. Click link on last slide of PowerPoint. Click HERE to begin the final exam.
4. Complete personal information
5. Click Start
6. Complete exam
7. Print certificate for your files and BGA Insurance

Sagicor Annuity Training (Required if agent does not have existing 4 hour annuity Training - is not reciprocal to other carriers)

Please follow the below steps to access Training Courses.
1. Agent to visit: sagicorproducer.com
‍2. Click: Producer Login link (this will give access to login or registration).
3. Once logged in - see left side of the screen - scroll down to TRAINING Center tab.
4. Click: Annuity Training Requirements (this will provide a chart with name of products and required courses).
Sentinel Security Life
+
Sentinel requires the product training be done. It can be completed at the following link:
https://sslco.admin-portal.org/training/

‍1. Login or Register
2. At the end of the product training, make sure to click the box to confirm they have completed the training and click submit as this is the only way we can verify compliance.
3. Please save a copy of the certificate, and email it to TrentZ@BGAinsurance.com.
SILAC
+
Training is completed via the EquiTable website while completing the online appointment process. HCB will send you an invitation link to get started.
The Standard
+
Product Training Link: https://secure.reged.com/TrainingPlatform

‍Training Guide

RegEd Instructions:
1. Register for access
2. On the left-hand menu, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.
- Product Code: SIC-SIC
3. Under Carrier-Specific Product Training, find the desired course under The Standard Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go to Course
5. Listen to the course and press Next at the bottom of each slide.  At the end of the presentation, make sure you click the Attest button.
6. Answer YES then Continue.
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to The Standard.
Symetra
+
Product Training Link: https://www.reged.com/annuities-training-platform/ 1. Register for access
2. On the gray bar on the left-hand side, choose Enter Product Code. Enter the code for the course you want to take (see below) and click Submit.3. Under Carrier-Specific Product Training, find the desired course under the Symetra Annuity Product Training Section and click Go to Requirement.
4. Click Proceed then Go To Course
5. Listen to the course and press Next at the bottom of each slide. At the end of the presentation, make sure you click the Attest button.6. Answer YES then Continue
7. Print Course Completion Record for your files and BGA Insurance. Results will be sent electronically to Symetra.

Courses and Product Codes:
Advantage Income Immediate Annuity – SYAADVANTAGE
Advantage Income Immediate Annuity (NY ONLY) – FSNYADVANTAGE
Edge Elite Enhanced Fixed Indexed – NYAEDGEELITEV2
Freedom Income Annuity – SYAFREEDOM
Freedom Income Annuity (NY ONLY) – FSNYFREEDOM
Income Edge FIA – INCOMEEDGE
NY Select Pro and Select Max Fixed Deferred Annuity (NY ONLY) – FSNYSELECTPROMAX
Select Pro & Select Max – SYASELECTPROMAX
Stride FIA with Signaure Withdrawal Benefit – SYASTRIDE
Custom 5 & 7 & Select 5 & 7 (NY ONLY) – FSNYDAOPTGROPP
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