American Equity

Required Carrier Specific Training (CST) Instructions
Annuity Carrier Specific Product Training and state mandated NAIC Annuity Training (see NAIC Annuity Suitability and Best Interest Standard State Training Requirements for regulation) must be completed prior to soliciting prior to soliciting business. Failure to do so will result in rejected business. Please carefully review the information below and provide a copy of the training certificate to Aegis Financial (contracting@aegisfinancial.com) once completed. If you have completed production training prior to transferring over to Aegis Financial, this training will follow you. For any questions or clarifications, please reach out to your contracting representative at contracting@aegisfinancial.com.

If you will not be participating in solicitation of annuity products with this carrier, you can bypass this CST requirements. Life producers are required to abide by all the rules set in place by the carrier for any additional training requirements. Review ADDITIONAL REQUIRED TRAINING (if applicable) before proceeding.

Annuity Carrier Specific Product Training
Who should complete the product training?
All agents, regardless of state, are required to take the product training.

When can the product training be taken?
Product training is available at any time. Completion of the training will not affect agent contracting, must be taken a minimum of 1-day prior to solicitation of new business.

Product Training Directions:

See AMERICAN EQUITY PRODUCT TRAINING INSTRUCTIONS for detailed directions. Please email certificate or proof of completion to contracting@aegisfinancial.com. There are separate training modules for each product and rider. Failure to take the product training prior to soliciting business will result in the business being rejected.

AIG provides product specific training through QuestCE: https://learn.questce.com/naicsuitability/

Training Courses:

AIG Annuities – Fixed and Income Product Specific Training (Formerly Horizon series)

AIG Annuities – Indexed Annuity Product Specific Training (I5281CB.3) = Power Protector

AIG Annuities – Index Annuity Product Specific Training (I5281LS) = Power Select

Send any completed certificates to contracting@aegisfinancial.com

Additional Required Training
Anti-Money Laundering Training (AML):

AIG will accept the following vendors for AML training: LIMRA, RegEd, Success CE, QuestCE, WebCE, or Surancebay. AML is required every 2 years. Issuing of new business will be held until AML is compliant.