Annuities (Meets NAIC 2010 Suitability Guidelines) - DE
Insurance Continuing Education in Delaware
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$12.95
4 credit hours
If purchased today, this course must be completed by:
July 06, 2023 (365 Days)
If you take this course you may also choose to earn the following additional credits:
CFP Certification Continuing Education
Professional Continuing Education
The material for this course is also available as a downloadable PDF.
Description
NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.
Upon completion of this course an agent should have:
- adequate knowledge of the types of annuities and various classifications of annuities
- be able to identify the parties to an annuity
- understand how fixed, variable and indexed annuity contract provisions affect consumers
- understand the application of income taxation of qualified and non-qualified annuities
- understand the primary uses of annuities
- be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities
California Resident Agents! This course does not meet the state of California annuities renewal requirement. You must take the California specific course to satisfy your training requirement.
Exam Details
Need Proctor?No
Question Count:25
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.
Course Details
Course Number:48764
Approved Title:Annuities (Meets NAIC 2010 Suitability Guidelines)
Approved Credits
4 credits in Life/Health
Provider:InsuranceStudy.com
Provider Number:744
Topics Covered:Life and Health, Annuities, Financial Planning, Life
Program Level:Intermediate
This course has been certified by:

Rules for Delaware Insurance Continuing Education
- This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
- Exam is open book.
- The state of Delaware charges an additional fee of $1.00 per credit hour.