Annuities (Meets NAIC 2010 Suitability Guidelines) - WA
Insurance Continuing Education in Washington
Add to Cart
$12.95
4 credit hours
If purchased today, this course must be completed by:
December 31, 2023 (88 Days)
If you take this course you may also choose to earn the following additional credits:
CE for CFP® Professionals
Professional Continuing Education
The material for this course is also available as a downloadable PDF.
This course is ready to be viewed on both iOS and Android tablets.
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
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:618880
Approved Title:WA ANNUITY SUITABILITY 4 HOUR COURSE
Approved Credits
4 credits in General
Provider:InsuranceStudy.com
Provider Number:30517
Topics Covered:Annuities, Annuity Suitability
Program Level:Intermediate
This course has been certified by:
Rules for Washington 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.
- You must review the entire course before viewing or completing the exam.