Missouri Suitability and CE Requirements

May 1, 2017

A producer advisory was recently sent out about the state of Missouri adopting the 2010 Suitability in Annuity Transactions Model Regulation in Rule 20 CSR 400-5.900, and there had been some question about the CE training requirement and its availability. The Department of Insurance announced that courses approved for compliance purposes are now listed under Annuity Suitability in the CE course lookup on their department website. There aren't a large number of courses posted yet, but the number will grow as they are reviewed and approved.

Please feel free to contact us at 800.247.6888 if you have any questions or need additional information

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