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Does a producer need to keep a certificate of completion of the training course?

Yes.  Producers should keep course completion certificates to verify course completion.  DIFS tracks completion of CE, but it is the responsibility of an insurer to verify a producer has completed the annuity training course(s).  An insurer may satisfy this responsibility by obtaining:

  • Reports from a director-sponsored database system.
  • Reports from a reasonably reliable commercial database vendor that has a reporting arrangement with a registered insurance producer program of study.
  • Course completion certificates from a producer.