AML & Annuity Suitability Courses
To be contracted with American Marketing, we request that you have a current Anti-Money Laundering course completed. We offer a FREE course
AML Course
Agent Login: aml
Password: course
Print a copy for your records and attach with contracting paperwork
Suitability Course I
To sell a product with the Annuity Rider, you will need a state required 4 hr Annuity Suitability Course to have been completed in the past two years. Below are two carriers that we use. Some states will not require this course to be completed. If your state does not require it, we will still need it to be completed in order to sell that particular plan
If already completed, please include a copy with your contracting paperwork
Suitability Course II
Once you have received an Agent Number, log on to Occidental Life
Enter new agent number
Password: Last 4 of Social Security number
Click on Agent Training tab
Click on Annuity Training Course
Click through the presentation
Print certificate
