Oregon Administrative Rules
Chapter 836 - DEPARTMENT OF CONSUMER AND BUSINESS SERVICES, INSURANCE REGULATION
Division 80 - TRADE PRACTICES
Section 836-080-0183 - Insurance Producer Training

Universal Citation: OR Admin Rules 836-080-0183

Current through Register Vol. 63, No. 9, September 1, 2024

(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.

Statutory/Other Authority: ORS 731.244 & 743.262

Statutes/Other Implemented: ORS 746.100, 746.110, 746.240 & 743.262

Disclaimer: These regulations may not be the most recent version. Oregon may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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