Or. Admin. Code § 836-080-0183 - Insurance Producer Training
(1)
A producer may not solicit the sale of an annuity unless the producer has
knowledge that is adequate to make a recommendation of the annuity, has
complied with the insurer's standards for product training, and meets the
requirements of ORS 743.262(13).
(2)
(a) A
provider of an annuity training course intended to comply with this section
shall register as a continuing education provider in this state and comply with
the rules and guidelines applicable to insurance producer continuing education
courses as set forth in ORS
744.072 and OAR
836-071-0180 to
836-071-0250.
(b) Annuity training courses may be conducted
and completed by classroom or self-study methods in accordance with ORS
744.072 and OAR
836-071-0180 to
836-071-0250.
(c) Providers of annuity training shall
comply with the reporting requirements and shall issue certificates of
completion in accordance with OAR
836-071-0180 to
836-071-0250.
Notes
Statutory/Other Authority: ORS 731.244 & 743.262
Statutes/Other Implemented: ORS 746.100, 746.110, 746.240 & 743.262
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