All Product training must be completed prior to the application signature date.

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1 Allianz Go to: Log in or Register, Knowledge Center Training Tracker Select a State. Under the Products column select the course(s) to be completed. Then under the Additional column, all 3 courses need to be completed. Completed courses are indicated by a Green button American Equity (Appointed) Go to: Log in or Register. Go to Agent Training. Training is by product. For all products: Both Training and Training Questions must be completed American Equity (Prior to Appointment), Go to: Log in. Training is by product. For all products: Both Training and Training Questions must be completed Note: (Appointed and Prior to Appointment) American Equity accepts Anti-Money Laundering (AML) training only through Approved Providers. Ask us for American Equity s current list of Approved Providers. Or, American Equity s AML Training requirement can be met by the completion of the company-specific AML training course available through the annuity product training link (above). This course meets only American Equity s AML training requirement. Other companies require completion from other providers Product Training and AML training are separate training requirements and both requirements must be met.

2 American General Go to: Log in or Register. If registering, use 0000 for CRD number if you don t have a CRD number. Add Product Specific AIG Annuities. Training is by product group. Product group is either: Fixed. Deferred Income and Single-Premium Immediate or Power 7 & 10 Protector Index American National (Appointed) Go to: ExpertOffice, Required Training, Annuity Suitability, Appointed Agents. Click the Start Appointed Training link. Login (if needed). My Learning Plan, All Users: Choose the General or New York Annuity Suitability and Product Overview, Launch Course. Complete the entire presentation to receive credit. American National (Prior to Appointment) Go to: ExpertOffice, Required Training, Annuity Suitability, Non-Appointed Agents. Click on Click Start Non-Appointed Training. New User. Register and Submit. My Learning Plan, All Users: Choose the General or New York Annuity Suitability and Product Overview, Launch Course. Complete the entire presentation to receive credit.

3 Athene Annuity & Life (Appointed) Go to: Login or Sign Up. Training. At My Training Status go to Athene Product Training. Follow the instructions. Compliant courses are done, Noncompliant courses are required. Go To Product Training. Login or Register. At MENU choose Athene Product Training. Under Active Courses choose the appropriate course. Athene Annuity & Life (Prior to Appointment) Go to Log in or Register. At the Producer Status page, If new to Athene Product Training Enter Product Code: Athene_2017. With the exception of the Ascent Accumulator series, it covers All Products and Compliance. If selling the Ascent Accumulator complete Accumulator_2016 too. If All Products and Compliance training was previously completed and selling the Ascent Accumulator: Enter Product Code: Accumulator_2016 Timed slides, wait for arrow to continue. EquiTrust Go to: Annuity Agent Log In, Required Training, EquiTrust Annuity Product Training. Click Here to Begin EquiTrust Product Training, Register or Log In, Member Info, Step 2 Complete Your Courses, EquiTrust Annuity Product Training (1.0) PST The DynaMARC product has its own course.

4 Fidelity & Guaranty (Appointed) Go to Log in. Required Training: Agent & Product. Training is completed by product. Under the Product Training Module Online Certification column, click the link for the course to be completed. Note: Do not click the course under the Download Product Training * column. It will not complete the course requirement. Fidelity & Guaranty (Prior to Appointment) Go to: Log in as a Not Yet Active Agent and proceed through registration. Training is completed by product. Under Product Training Module Online Certification column, click the link for the course to be completed. Note: Do not click the course under the Download Product Training * column. It will not complete the course requirement. Forethought/Global Atlantic Go to: Log in or Register. Training is by product. At the Producer Status page, enter the Product Code. Choice Accumulation: FTCHOICEACCUMBRB Choice Income: FTCHOICEINCOMEBRB ForeCare: FTFORECARE ForeCertain: ForeCertainGA Income 125+: FTINCOME125BRB Income 150: FTINCOME150BRB Index Bonus 115: FTINDEXB115BRB SecureFore 3 & 5: FTSFIMO

5 Great American Go to: Under GET CONTRACTED, select TRAINING & CERTIFICATION Depending on the state chosen either NAIC Product Specific Training through LIMRA or Fixed Annuity Sales Certification Training will be displayed on the next page. In either case click Complete Training. Under NAIC Product Specific Training through LIMRA: Complete Training. Register or Log In. If Registering, for Select Firm or Broker/Dealer click on the empty box and chose Great American Life Insurance Co. (GALIC), click on Select broker/dealer and continue Registration. On the next page View My Product Training. Complete the Overview for the product type (GALIC Traditional Fixed and SPIA or GALIC Fixed-Indexed Annuities) Then complete the training for the specific product. Both the Overview and Product-Specific training must be completed. Sales Certification Training: Register. On the next page Click Here to start training and watch video. Guggenheim Go to: Agent/IMO Information, Agent Training, Register, View Training covers all products using timed slides. Type in name for electronic signature when completed. Confirmation of Completion will be sent. Integrity Life/Western & Southern Go to: Log in as a Current Portal User or Register as a New User. Portal Code: WSFG Product Training, Enroll, Select: Integrity/National Integrity Fixed Annuity

6 Legacy Marketing: Americo and Fidelity & Guaranty (Appointed) Go to: Log in or Register. Legacy Service Center, Compliance, Annuity Training and Acknowledgement. Training is completed by product. A Training Acknowledgement must be submitted upon completion. Legacy Marketing: Americo & Fidelity & Guaranty (Prior to Appointment) Go to: Register Guest Access. Guess Access Code: Legacy12 Create User Profile. Getting Started, Product-Specific Suitability Training. Training is completed by product. A Training Acknowledgement must be submitted upon completion. Life of the Southwest/National Life Group Go to: Log in or Register. At the Producer Status page, Enter Product Code: NLGANN NLG Annuity Product Training (11NLG_01) covers all products unless a product-specific course is listed. Lincoln National Go to: Log in or Register. At the Producer Status page enter Product Code: Lincoln Welcome Menu -Lincoln National Life Product Training, Choose appropriate course.

7 Minnesota Life/Securian Go to: Log in or Register. If registering, use 0000 for CRD number if you don t have a CRD number. In Menu on Left: Manage Appointments, Add Minnesota Life-Securian Add Product Specific, Securian Fixed Annuity Training, Submit New York Life Go to: Log in or Register. At the Producer Status Page enter the appropriate Product Code. Product Code Guaranteed Lifetime Income Annuity II SPIA: NYLGLIA Product Code Guaranteed Period Income Annuity II SPIA: NYLGPIA Product Code Guaranteed Future Income Annuity II DIA: NYLGFI Product Code Clear Income Fixed Annuity: NYLCIFA

8 North American (Appointed) Go to: Log in or Register, Training Center, Annuities, Required Training. Follow the instructions. You will be directed to go to RegEd to complete any required courses. North American (Prior to Appointment) Go to: Log in or Register. At the Producer Status Page enter the appropriate Product Code. NAC Compliance: 15SFGNAC_07 (Required for all producers regardless of product sold). NAC BenefitSolution Series: 15SFGNAC_01 (NAC Benefit Solutions & NAC Benefit Solutions II) NAC Charter Plus: 15SFGNAC_11 (NAC Charter Plus) NAC Foundation Series: 15SFGNAC_17 (NAC FoundationChoice & NAC FoundationChoice Plus) NAC IncomeChoice: 15SFGNAC_13 (NAC IncomeChoice 10) NAC PerformanceChoice: 15SFGNAC_16 (NAC PerformanceChoice 8 & 8 Plus,12 & 12 Plus) NAC RetireChoice: 15SFGNAC_09 (NAC RetireChoice 10 & NAC RetireChoice 14) NAC Traditional Fixed & SPIA: 15SFGNAC_05 (SPIA and any Fixed Rate (non-index) product) NAC Additional Fixed Index Annuities: 15SFGNAC_10 (Any Fixed Index Annuity not listed above) Phoenix Go to: Training, Annuity Training Requirements, Phoenix Product-Specific Training, All Products Launch Now Log in or Register. Complete Your Courses. Training completed by product.

9 Principal Go to: Log in or Register. When registering, if affiliated with a Broker/Dealer enter the first letter of the Broker/Dealer for a drop-down list. If not affiliated with a Broker/Dealer or the Broker/Dealer is not listed enter the letter O and choose Other, click Submit. Under My Training Status, go to Company Specific Product Training. View my Product Training. Training is by product. Protective Go to: Log in or Register. NAIC Requirement. Yes, Skip Step 1, Choose Broker/Dealer from drop-down or Independent (Unaffiliated) if no B/D or B/D not listed. Carriers Protective. Select appropriate course: Fixed Rate products grouped into one course. Index Product training is product-specific. Detailed instructions available if needed. Reliance Standard Go to: Log in or Register. Select Courses, Select RSLI s Product Training, Selected Courses

10 Sagicor (Contracting must be submitted and a Producer number assigned.) Go to: Log in or Register. Training tab on Menu Bar. Annuity Sales in Non-NAIC Suitability in Annuity Transactions Model States: Complete both: Sagicor Annuity Product Training Course - REVISED - Current Course Renamed and Annuity Suitability Training Course: Annuity Sales in NAIC Suitability in Annuity Transactions Model States: For all products complete: Sagicor Annuity Product Training Course - REVISED - Current Course Renamed For Sage Select FIA: In addition to the course above, complete Indexed Annuity Products Training Course Anti-Money Laundering: Sagicor s AML Training requirement can be met by the completion of the Anti-Money Laundering course available through the annuity product training link (above) or an outside vendor. This course meets only Sagicor s AML training requirement. Other companies require completion from other providers Product Training and AML training are separate training requirements and both requirements must be met. State Life/OneAmerica Go to: Log in or Register. If not affiliated with a Broker/Dealer type No in the box and then select None from the drop-down. My Product Training. Product is by Product Type. Asset-Care I, II, III & IV or Annuity Care, Annuity Care II/III, ImmediateCare, Legacy Care: Launch Care Solutions Training (12SLCS2) Indexed Annuity Care: Launch Care Solutions Indexed Annuity Care (14CSIA1) Submit Attest at end, continue through slides and close window. Symetra Go to: Log in or Create an Account. Symetra Product training, Enroll Today. Training is by product. Select, Proceed to Checkout, Place Order, Access Your Courses, Dashboard Click on Icon. Enter Social Security #. Start course. Follow the Please Review instructions

11 The Standard (Appointed) Go to: They ll be a slight delay between the last training slide and the input page for certification of completion. Use your Standard Insurance Agent number for Standard Insurance Producer ID The Standard (Prior to Appointment) Go to: They ll be a slight delay between the last training slide and the input page for certification of completion. Use Pending for Standard Insurance Producer ID United of Omaha (Appointed) Go to: Sign In or Sign Up. Go to Training & Compliance, Protect Your Business View the Tools, Required Compliance Training NAIC Suitability, NAIC Annuity Suitability Regulation page. Specific United of Omaha annuity product training National Annuity Training Course (The New York Annuity Training Course is for the sale of New York annuity products only) Once training is completed go back to the NAIC Annuity Suitability Regulation page and follow the instructions to complete the certificate and acknowledgement form. Use your United of Omaha Agent number for Production Number on certificate. Fax: (402) , contractsandappointments@mutualofomaha.com or mail United of Omaha (Prior to Appointment), Call The Brokers Network (407) or (800) x:143 for the required PowerPoint training file and Certificate of Completion. Once training is completed, the attached Certificate of Completion must be submitted. Use Pending for Production Number on certificate. Fax: (402) , contractsandappointments@mutualofomaha.com or mail

12 Voya Go to: Register. Training covers all products.

All Product training must be completed prior to the application signature date.

All Product training must be completed prior to the application signature date. Allianz Go to: https://www.allianzlife.com/ Log in or Register, Knowledge Center Training Tracker Select a State. Under the Products column select the course(s) to be completed. Then under the Additional