New York State Regulation 187 Training Courses

In accordance with Reg 187, you will be required to complete a one-time training course for life insurance or annuity business. This course will be required to be completed PRIOR to submitting business in the state of NY. The course can be completed through:

  • RegEd
    Course Title – NY Reg. 187; Suitability and Best Interest of Clients in Life Insurance and Annuity Transactions
    Course Code – 484_NYThe following carriers will accept the 1-hour course:

    • American National
    • John Hancock
    • Lincoln
    • Principal
    • Protective
    • Securian
    • US Life of New York

    All other carriers require the 4-hour course.

  • Kaplan
    Course Title – New York Suitability and Best Interests in Life Insurance and Annuity Transactions
  • WebCE
    Course Title – New York Regulation 187: Suitability and Best Interest Standard
  • SuccessCE
    Course Title – Suitability & Best Practices in Life Insurance & Annuity Transactions (Reg 187)
    Course Title – Understanding Best Interest: NY Reg 187 for Producers
    Please note , in order to take this training through LIMRA, a carrier will need to have the course added for you unless you previously registered with LIMRA. Please keep in mind that LIMRA does not issue certificates and will notify carriers directly once you have completed training. To help expedite clearing this requirement, our Licensing & Contracting team can assist you with pulling the information carriers will need using our online contracting system.