Annuities (Meets NAIC 2010 Suitability Guidelines) - MT

Insurance Continuing Education in Montana

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$12.95

3 credit hours

If purchased today, this course must be completed by:
November 06, 2020

Montana insurance continuing education requires an impartial third-party proctor be present during your final exam. The proctor cannot be a friend, relative or co-worker of the licensee, nor anyone with a financial interest in the exam result.
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

PLEASE NOTE: This course does not meet the state of California annuities renewal requirement.

Exam Details

Need Proctor?Yes
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

State-Approved Name:Annuities - CBT
Provider:InsuranceStudy.com
Topics Covered:Life and Health, Annuities, Financial Planning, Life
Approved Credits
3 credits in General
Program Level:Intermediate

This course has been certified by:

ClearCert Seal

Rules for Montana Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • Montana requires a passing score of 70% or higher on the final exam.
  • The state of Montana charges an additional fee of $1.00 per credit hour.