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How can I request a review of an already approved Annuities course that I feel will meet the new requirements?

If you believe a course that is currently approved will meet the new requirements, you may submit a request to PSI asking for an evaluation of the course based on the new requirements. No fee will be charged for this review. For reapproval of a course, PSI must receive your cover letter along with the pertinent information described below by May 28, 2021.

  • For classroom course reapproval, PSI will need a cover letter along with the approved content outline. 
  • For self-study or online course reapproval, PSI will need a cover letter along with the approved table of contents with page allocations. 

If a course submitted for reapproval is determined to meet the new statutory requirements, the course will be reapproved, showing an approval date of June 29, 2021.