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NY Regulation 187 Takes Effect February 1, 2020 for Life Insurance

The New York Department of Financial Services (NYDFS) issued the Suitability and Best Interests in Life Insurance and Annuity Transactions regulation (Reg 187), which will take effect February 1, 2020 for life insurance written in the state of NY, whether it is new or existing business.

All advisors looking to write life insurance in the state of NY are required to complete NY Regulation 187: Best Interest & Suitability Training.  Here is a list of approved providers.

Carriers may also require specific product training to be completed in addition to the approved course before solicitation can take place.  For more information on any carriers not listed please Contact Madison Brokerage:


American National Insurance Company (ANICO)

Approved product training



NY Reg 187 service notice



AXA product courses for NY Reg 187


AIG (U.S. Life)

AIG Reg 187 product training


Brighthouse Financial

Product training



Guardian – access and complete life product training


John Hancock

NY Reg 187 training bulletin


Lincoln National Life

Lincoln NY Reg 187 guide


Mass Mutual

Broker training



NY Reg 187 implementation plan


National Life Group

Product training


Protective Life Insurance Company

Product training guide



Reg 187 action plan



NY Reg 187 instructions


Securian Financial

NY Reg 187 training requirements


Security Mutual Life Insurance Co

Product training (login required)



Product training


Transamerica Financial Life Insurance Company

Transamerica product training


William Penn

No additional product training is required