Contracting Requirements: American Equity

For agents not currently active with American Equity:

1. Click Web Address: https://agent.american‐equity.com/StateProductTraining.asp

2. Log-in and select your resident state. Type in the resident state insurance license number, the last 4 digits of your social security number and your last name, click the LOGIN button

3. Select a product training module from the menu, and click on the Training tab under the product name and description

4. View the product training presentation. Please Note: The Lifetime Income Benefit Rider is a separate training module that must also be completed for any product that includes this rider

5. After viewing the presentation. Click the “x” in the upper right hand corner of the window to close the window and return to the menu

6. Select the Training Questions tab below the product name and description of the product you have just viewed

7. Answer the questions by clicking on the circle in front of the answer you choose

8. After you have answered all the questions, click on the SUBMIT button at the bottom of the page to register the training with American Equity

9. If all your answers are correct it will return you to the product training menu. If your answers are not all correct the system will tell you and prompt you to answer the questions again until all are correct.

10. You should see the word Completed in green next to the name of the product you completed training for

1 thought on “Contracting Requirements: American Equity”

  1. Can I contract with American Equity through you without E&O? I was contracted with them, Allianz, and F&G about 12 years ago and didn’t have E&O then. I’m getting back in the business and want to keep my costs down–for now.

    Best,
    David Welsh
    Dubuque
    563-513-7959

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