Chase Annuity FAQs

Nearly every state requires annuity training of some form prior to selling, soliciting, or negotiating annuity products with consumers.

• For most states, a one-time, 4-hour certification course is all that is needed and will reciprocate with most non-resident state licenses.
• A few states still require no training for resident producers.
• The landing page’s drop-down menu prompts you through the process, no matter what your resident state.
  • Start by choosing type
    
       
    
    
    
  • Initial Annuity Training will allow you to select your resident state from the next drop-down menu. If your state requires training, your course will automatically be added to your online account when you complete the rest of the enrollment steps
  • If your state does not require initial annuity training, the following message will appear:
    
    
    
    
  • If you hold a non-resident license in a different state, try selecting that state instead, and follow the prompts. See FAQ 2.

Possibly.
You need to take annuity training according to the requirements for all of your non-resident state licenses.

• If all of your non-resident states produce the same message on the drop-down menu, indicating there is no training required, skip to FAQ 5.
• In FAQ 1, selecting New York as the resident state indicated there was no required initial annuity training. This is true, as New York did not adopt the NAIC Annuity Suitability training model mandated by insurance carriers in a majority of states. Many licensees in NY also hold a non-resident license in New Jersey, which does require initial annuity training.
• If you select a non-resident state and get the following prompt, you know you have an annuity training requirement for that state, and possible other non-resident state licenses, depending on which you hold.
  
  

Steps to Enroll:

• Enter adbanker.com/jpmc/home in your internet browser
• Click Enroll under Annuity Training
  
  
     
  
  
• The landing page’s drop-down menu prompts you through the process, no matter what your resident state.
  • Start by choosing type
    
       
    
    
    
  • Initial Annuity Training will allow you to select your resident state from the next drop-down menu. If your state requires training, your course will automatically be added to your online account when you complete the rest of the enrollment steps
• Select State – (Most people choose their resident state) and follow the prompts.
  
  
  
  
  • If you hold a resident CA license, and a non-resident license in any other state
    • YOUR CA ANNUITY TRAINING DOES NOT COUNT IN ANY OTHER STATE!
    • You must take a 4-hour initial annuity training course in one of your non-resident states, in addition to your CA course.
  • If you hold a non-resident CA license, you must return to the JPMC Annuity Landing Page and add a CA 8-hour Annuity Training course to your account, in addition to your resident state's 4-hour initial annuity training course.
  • A.D. Banker’s Customer Care team is standing by to assist you
    • Call 800.866.2468 or
    • Click the Help button in the lower right corner of your screen
      
      
      
      
• Enter Your SID
  • If you already have an A.D. Banker Online account, Click Sign In, enter your log-in and password. Your state's annuity training course will be added directly to your student account and you can begin the training.
  • If you have never taken training from A.D. Banker, you are a New User and need to create an online account first, then your Annuity training will be automatically entered into your online account. Please use your JPMC employee email address as your login.
• The course you need will be added to your online dashboard automatically.
• Chase pays for the course and state reporting fees.

California requires ongoing annuity CE for BOTH resident and non-resident producers..

Texas requires ongoing annuity CE for resident producers only.

• Steps to Enroll:
  • Enter adbanker.com/jpmc/home in your internet browser
  • Click Enroll under Annuity Training
    
       
    
    
• The landing page’s drop-down menu prompts you through the process, no matter what your resident state.
  • Start by choosing type
    
       
    
    
• Select the Course Type as Ongoing Annuity Training.
  
  
  
  
  • Select Texas ONLY if you hold a resident license.
  • Select California if you hold EITHER a resident or non-resident license.
• Enter Your SID
  • If you already have an A.D. Banker Online account, Click Sign In, enter your log-in and password. Your state's annuity training course will be added directly to your student account and you can begin the training.
  • If you have never taken training from A.D. Banker, you are a New User and need to create an online account first, then your Annuity training will be automatically entered into your online account. Please use your JPMC employee email address as your login.
• Chase pays for the course and state reporting fees.

After completing your state's annuity training requirement, complete your Product Training on the JPMC Intranet (learning@jpmc).

California requires both resident and non-resident producers to complete a state-specific, 8-hour annuity training course before selling, soliciting, or negotiating any annuity products.

California requires on-going annuity training of at least 4 hours every license renewal cycle thereafter for both resident and non-resident producers.

Texas requires resident producers to complete an initial 4-hour annuity suitability training course before selling, soliciting, or negotiating any annuity products.

Resident producers only are required to complete 8 hours of on-going annuity CE during each 2-year license renewal cycle.

Note: CE exemption status does not apply to initial or ongoing annuity and long-term care training requirements. See TAC Rules 19.1023 and 19.1029.

Texas may provide a continuing education (CE) exemption to general and ethics requirements and this granted status should appear on a producer's CE transcript.

If a producer reaches permanent exemption status from CE, the producer is still required to complete annuity training and long-term care training per Texas Administrative Code - Rules 19.1023 and 19.1029.

California is the only state that requires annuity training, but that remains non-reciprocal with any other state’s NAIC-based suitability training.

• CA does NOT accept training completed in other states, and NO other state accepts training completed in CA to satisfy initial Annuity Suitability or Best Interest training requirements.