The following carriers require the completion of long-term care training as well as a health line of authority on your license before business can be solicited.

• Lincoln CCABR Rider added to Wealth Accumulate IUL 2019 and WealthPreserve IUL 2017
  • LTC training is required for the CCABR rider per state requirements before business can be written.
• Nationwide Annexus CareMatters
  • Nationwide RegEd AML required before being contracted.
  • o LTC training required for the CareMatters per state requirements before business can be written.
• OneAmerica Asset Care 2 and 3
  • Effective July 1, advisors are required to take updated product training for Asset Care products before taking an application. The carrier training is in addition to your state-mandated LTC training and your health line of authority on your state insurance license. This is a mandatory requirement regardless of past course completions. No previous Asset Care courses will be grandfathered.
  • Several training webinars are being held to educate advisors on these new and improved Asset Care solutions. Participation in one of the live webinars in June or July will satisfy the NAIC product training requirement needed to sell in most states effective July 1.**
  • Please click here to register: https://register.gotowebinar.com/rt/1640699346360521484

**In order to receive participation credit for attending the webinar, you must correctly list your National Producer Number.

Please email LifeLicensing@advisorsexcel.com to ensure your licensing and training requirements are met. If LTC training and product training are not completed, business must be re-signed and dated by the client after training is completed. Also note, Pennsylvania is a pre-appointment state. If you are writing business in Pennsylvania, you must be appointed before soliciting business. If you have any questions, please email or give us a call.