Accessing New York Life Annuity Product Training on RegEd

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Rodger Sutton
5 years ago
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Please follow these procedures: Accessing New York Life Annuity Product Training on RegEd 1. Click on this URL link https://secure.reged.

1 Please follow these procedures: Accessing New York Life Annuity Product Training on RegEd 1. Click on this URL link which will bring you to the RegEd Annuity Training Platform (ATP) home page. If the link is not active, please copy and paste this address in your internet browser. 2. If you have never registered in RegEd, select Sign Up in top right corner of the site and complete the registration form. The registration page must be filled out in order to identify the training requirements that are applicable to you. Be sure to list all jurisdictions that you do business in. Once you complete the registration page, click on the I accept the terms of service box at the bottom of the screen to continue. 3. Now that registration is complete, the left side bar has the training choices. Click on Producer Status which will show the State annuity general training courses and carrier specific annuity product training at the bottom of the screen. 4. Most producers of New York Life annuities will have immediate access to the product training courses upon registering. If New York Life is not listed in the Carrier Specific Product Training section, you will need to call our Sales Desk at You will be given a product code which will give you immediate access to that product s training course. Just click on the Enter Product Code selection on the left navigation bar. Within 24 hours of using the product code, you will be given access to all other NYL training courses. 5. To view and track your training completions to date, click on the My Courses selection where you will find your course training history. Support and Contacts For instructions with screen shots, please refer to the attached RegEd Getting Started Guide. RegEd GSG-ATP_Produce If you need assistance with NYL s product training, please call the NYL Sales Desk at For assistance with issues related to the RegEd web site, please call the RegEd Customer Service Unit at (09/2011) NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.

2 NY Life Product Codes New York Life Guaranteed Lifetime Income Annuity NYLGLIA New York Life Guaranteed Future Income Annuity NYLGFIA New York Life Guaranteed Period Income Annuity NYLGPIA New York Life Secure Term MVA Fixed Annuity NYLSTMVA New York Life Preferred Choice Fixed Annuity II NYLPC New York Life Secure Term Choice Fixed Annuity II NYLSTC Use these codes to complete the required product training before an application is dated. The QLAC training is part of the Guaranteed Future Income Annuity training. The training can be accessed through RegEd (see instruction sheet).

3 The Company You Keep Page 1 of 14 DISCLOSURE REGARDING BACKGROUND INVESTIGATION: IMPORTANT READ CAREFULLY BEFORE SIGNING AUTHORIZATION New York Life Insurance Company and/or its affiliates ( the Company ) may obtain information about you for employment purposes and/or to evaluate your fitness for contracting, licensing appointment and/or retention as an agent or broker for the Company, from a third party consumer reporting agency. Thus, you may be the subject of a consumer report and/or an investigative consumer report which may include information about your character, general reputation, personal characteristics, and/or mode of living, and which can involve personal interviews with sources such as your neighbors, friends or associates. These reports may contain information regarding your credit history, criminal history, social security verification, verification of your education or employment history, or other background checks. Credit history will only be requested where such information is substantially related to the duties and responsibilities of the position for which you are applying or serving. You have the right, upon written request made within a reasonable time, to request whether a consumer report has been run about you, and disclosure of the nature and scope of any investigative consumer report and to request a copy of your report. Please be advised that the nature and scope of the most common form of investigative consumer report obtained with regard to applicants for employment is an investigation into your education and/or employment history conducted by Business Information Group/Vertical Screen, P.O.Box 541, Southampton, Pennsylvania 18966, Phone (800) , Fax: (215) , or another outside organization. The scope of this notice and authorization is all-encompassing, however, allowing the Company to obtain from any outside organization all manner of consumer reports and investigative consumer reports now and throughout the course of your employment to the extent permitted by law. As a result, you should carefully consider whether to exercise your right to request disclosure of the nature and scope of any investigative consumer report. Initial: Date:

4 The Company You Keep Page 2 of 14 AUTHORIZATION I hereby authorize the obtaining of consumer reports and/or investigative consumer reports by the Company at any time after receipt of this authorization and throughout my employment and/or affiliation with New York Life. To this end, I hereby authorize, without reservation, any law enforcement agency, administrator, state or federal agency, institution, school or university (public or private), information service bureau, employer or insurance company to furnish any and all background information requested by Business Information Group/Vertical Screen, P.O. Box 541, Southampton, Pennsylvania 18966, Phone: (800) , Fax: (215) , or another outside organization acting on behalf of the Company, and/or the Company itself. I agree that a facsimile ( Fax ), electronic or photographic copy of this Authorization shall be as valid as the original. Signature: Print Name: Date: Social Security Number (for identification purposes only): Other names under which you have been known:

5 The Company You Keep Page 3 of 14 REPRESENTATIVE APPOINTMENT REQUEST FORM FOR NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION Please check the applicable boxes below: Fixed Variable Both Fixed and Variable Active Member/Qualifying Officer Broker Platform Bank Rep Dedicated Bank Rep Note: Appointments are subject to the terms of your Firm s Sales Agreement with New York Life Insurance and Annuity Corp. Representative Name: Former Name (if applicable): Agency Name: Broker/Dealer Name: (Applicable for Variable Annuity Sales Only) Representative s Business Location: Is this a Bank Branch: Yes or No Business Telephone Preferred Mailing Address: (please check one) Business Location OSJ Location Representative s OSJ Location: Representative s Business Address: (Required) Representative s Home Address: Representative s Home Telephone #: Social Security #: Date of Birth:* *For purposes of performing consumer reports or investigating consumer reports and obtaining appointments. Please return both the appointment form and acknowledgment and authorization form. Representative s Resident State: NPN #: License #: Lines of Authority: Life Health Variable Contracts FINRA Registered Other List additional states in which Representative is licensed and is requesting an appointment: Background Information: (Please answer all seven (7) questions with a YES or NO response) 1. Have you ever been charged and/or convicted of any offense other than a minor traffic violation? 2. Have you ever had a complaint filed against you with an insurance department or any other regulatory agency? 3. Have you ever declared personal bankruptcy? 4. Have you ever been fined by an insurance or securities regulatory agency? 5. Have you ever been denied an insurance license or had an insurance license suspended or revoked in any state? 6. Are there any lawsuits, judgments or liens pending against you? 7. Have you ever been appointed and/or affiliated either directly or indirectly with New York Life or any of its subsidiaries? Note: If you answer YES to any of the above questions, you must attach a signed explanation with OFFICAL DOCUMENTATION to this form.

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17 NEW YORK LIFE COMMISSION GRID NYL Guaranteed Lifetime Income Annuity II 2.75% NYL Guaranteed Future Income Annuity II (ages 0 75) (ages 76 80) 3.75% 2.75% NYL Guaranteed Period Income Annuity II Benefit Period 5&6 Years 0.25% Benefit Period 7 9 Years 1.00% Benefit Period Years 1.75% Benefit Period 15 Years or Greater 2.75% NYL Secure Term Choice Fixed Annuity II (under age 81) (ages 81 85) (ages 86 90) 3 Year Guarantee Period 0.50% 0.25% 0.25% 4 Year Guarantee Period 1.00% 0.50% 0.25% 5&6 Year Guarantee Period 2.25% 0.75% 0.25% 7 Year Guarantee Period 2.75% 0.75% 0.25% NYL Secure Term MVA Fixed Annuity II (under age 81) (ages 81 85) (ages 86 90) 3 Year Guarantee Period 0.50% 0.25% N/A 4 Year Guarantee Period 1.00% 0.50% N/A 5, 6 &7 Year Guarantee Period 1.75% 0.75% N/A NYL Clear Income Fixed Anuity FP Series (under age 76) (ages 76 80) 4.00% 3.00%

s:\library\volunteers\application, interview & training materials\volunteer application.docx

$s:\library\volunteers\application, interview & training materials\volunteer application.docx$ 1 2 3 DISCLOSURE AND AUTHORIZATION [IMPORTANT -- PLEASE READ CAREFULLY BEFORE SIGNING AUTHORIZATION] DISCLOSURE REGARDING BACKGROUND INVESTIGATION The City of Lincoln City may obtain information about