OneAmerica

Carrier Specific Training and State Annuity Training must be completed prior to soliciting business.

As of 1/1/25, California has a new California state-approved 4-hour training course, required for any resident and non-resident agent selling a CA life policy. This will include Whole Life, VUL. All sales will require the onetime 4-hour training, plus an additional 2 hour training (every licensing renewal period).

Failure to complete the required training will result in significant delays which often includes newly signed paperwork.

Please see below to view training requirements and additional information.

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OneAmerica Annuity Care Products

(Including AssetCareIII)

Access product specific training here: naic.pinpointglobal.com/OneAmerica

Additional Information

• What you'll Need: SSN, NPN, CRD (if applicable)

• Select Firm or Broker Dealer (If none, select 'Other')

• Course will have a "blue check mark" if you have previously completed.

Course Information:

New Asset Care (Asset Care Annuity Funding Whole Life)

Old Asset Care (Asset Care III - CA Only)

Annuity Care and Annuity Care II

Care Solutions Indexed Annuity Care

For questions please contact OneAmerica at 844.833.5520

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Subject to change based on state and carrier requirements.