Annuities (Meets NAIC 2010 Suitability Guidelines) - DC

Insurance Continuing Education in District of Columbia

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$12.95

4 credit hours

If purchased today, this course must be completed by:
May 31, 2021

Washington DC 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

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?Yes
Question Count:50
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:2952
Approved Title:Annuities (Meets NAIC 2010 Suitability Guidelines)
Provider:InsuranceStudy.com
Provider Number:1166
Topics Covered:Life and Health, Annuities, Financial Planning, Life
Approved Credits
4 credits in Annuity
Program Level:Intermediate

Rules for District of Columbia 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 closed book.
  • The state of District of Columbia charges an additional fee of $1.00 per credit hour.