California 8 Hour Annuity Training - CA

Insurance Continuing Education in California

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$25.15

8 credit hours

Price includes
CE Course :
$19.95
Roster Fee :
$5.20

* A roster fee of $0.65 per credit is required to file Insurance Continuing Education credit in California. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.

If purchased today, this course must be completed by:
July 12, 2025 (365 Days)

Description

This course was developed specifically to meet the 8 hour mandatory training requirement for California resident and non-resident agents selling or soliciting annuity products. The course was designed around the California approved outline for training.

Overview:

  • Historical Development of Annuity Contracts
  • The Primary Uses of Annuities
  • Annuity Contract Types
  • Parties to the Annuity Contract
  • Fixed, Variable and Indexed Annuity Provisions
  • Qualified Plans and Annuities
  • Annuity Income Taxation
  • Annuity Advantages and Disadvantages
  • Annuity Sales Practices
  • The Senior Market
  • California Life and Health Insurance Guarantee Association

Exam Details

Need Proctor?No
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:298611
Approved Title:Paul J. Winn - California 8-Hour Annuity Training
Approved Credits
8 credits in CE - Annuity 8 Hour Training
Provider:InsuranceStudy.com
Provider Number:38124
Topics Covered:Annuities
Program Level:Intermediate

Rules for California Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • The state of California requires providers to restrict access to the final exam until a student has completed the course material in its entirety.
  • California's CE vendor, Vertafore, charges an additional fee of 65 cents per credit hour for us to electronically upload course completions directly to your CE transcript.