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Forum Suggestion - State Annuity Certification

We would like to see a question on the "Training" tab asking an agent if they have taken the mandatory 4-hour state annuity certification so that they do not write an annuity application with one of the life carriers before being certified. It should stay in "red" if the agent answers yes and go to "green" once the agent uploads the certificate. Thanks!

Suzanne McLaughlin 

Empower Brokerage, Inc.

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Again this should be a feature under the validation rules because not all agents write annuities.

Pfeffer, Barb 0 votes
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