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Texas Department of Insurance
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Annuity Products

Certification courses

Insurance agents who want to sell annuities must take “Annuity Best Interest” certification courses offered by approved providers. The courses include “best-interest” training, which outlines the requirement that agents act in the best interest of the consumer at the time the annuity recommendation is made. To learn more, view the Commissioner’s Bulletin B-0021-21.

How to find courses:

  1. Go to Sircon and select “Approved Courses Inquiry.”
  2. Select “Texas.”
  3. Click “Submit.”
  4. For “Education Type,” make sure “Continuing Education” is selected.
  5. Under “Course Category,” check “Annuity Best Interest 4” for a list of four-credit courses.
  6. Click “Submit.” (There might be a short delay before the next screen appears.)
  7. You will see a list of all approved annuity best-interest certification courses. The information will include the provider, instruction method, and length of course.

Resident agents

You must complete an “Annuity Best Interest 4” course.

Non-resident agents

You must do one of the following:

  • Complete an “Annuity Best Interest 4” course.
  • Take a course approved by a state that complies with the National Association of Insurance Commissioners (NAIC) annuity “best-interest” training requirements. (You are responsible for providing proof of required annuity training if requested. TDI does not post continuing education completion information for agents who take courses from other state insurance departments.)

Continuing education (CE)

  • Requirements: Resident agents are required to complete eight hours of annuity-specific CE each term after certification. Visit the Sircon website to check your transcript and view available courses.
  • Course providers: Continuing education providers may submit courses for approval through Sircon.

Annuity Best Interest Disclosure forms

Insurance agents who sell annuities must disclose important information about annuity suitability. Annuity Best Interest disclosure forms help protect and educate consumers to ensure they understand certain basic features of these annuity contracts. Go to our Annuity Best Interest disclosure forms page to find these forms.

List of agents

List of agents as of 7/1/2024: Annuity certification agents (Excel)

This list includes only agents who have completed the certification course and is updated quarterly.

Question? Email us at

Last updated: 7/1/2024