4-Hour Annuity Training Course


Course Description

The National Association of Insurance Commissioners (NAIC) adopted and published its 2010 Suitability in Annuity Transactions Model Regulation (Model Regulation), adopting new standards and procedures for suitable annuity recommendations. It also required insurers to establish a system to supervise recommendations so that the insurance needs and financial objectives of consumers are appropriately addressed.

Learning Objectives

Upon completion of this course the student will be able to:

  • Define annuities and annuity basic terms
  • Outline Fixed annuities and their fees, credits and advantages
  • Explain Variable annuity features and benefits
  • Discuss Fixed Index Annuity terms and provisions
  • Determine and present parties to the contract
  • Reaffirm unfair marketing practices
Price:  $13.95
Updated:  March 2020
State Insurance Credit
Credit Hours: 4
Credit Type: Annuity Suitability
Provider: Broker Educational Sales & Training, Inc.
Provider #: 9925
Study Level: Advanced
Exam Details
Monitored: No
Questions: 25
Passing Score: 70%
Retakes: Unlimited