Course Information

Insurance CE >> California >> Life / Health

Paul J Winn California 8-Hour Annuity Training

Overview

Annuities offer lifetime income and guaranteed interest rates, providing financial stability, especially during senior years. This course covers annuity contracts, provisions, benefits, types, uses, tax treatment, advantages, disadvantages, and appropriate sales practices, especially for seniors.

This course is designed to meet the requirements of California legislation SB 236 which, in addition to other requirements, imposes Regulation Best Interest on the sales of annuities.

Summary Details

Hours

8.0

Price

$19.95

4.74 (54 Ratings)

Learning Objectives

Understand the evolution and primary uses of annuities
Describe the various types and classifications of annuities
Identify the parties to an annuity, their rights and obligations
Identify the advantages and disadvantages of annuities and their investment alternatives
Describe the prohibited and appropriate annuity sales practices, including the best interest standard
Recognize the Medi-Cal home equity limits, the application of look-back limits to pre-2024 asset transfers and the effects of annuity ownership and income on Medi-Cal qualifications
Understand the duties of producers when working with senior clients.

Designed For:

California life and health insurance producers and finance professionals

Provider of Record: WebCE #257117

ClearCert assists leading insurance carriers with their responsibility to certify producer compliance with mandatory AML, Annuity, LTCI, and Flood training requirements. WebCE has participated in the ClearCert network since the company was founded in 2008 to ensure producers receive full credit from their carriers for their course completions. WebCE will automatically report completion of this course to ClearCert.

Course Information

Adding additional credit may change exam requirements.

Access Period:	12 months
Prerequisites:	None
Delivery Method:	Self-Study
PDF Download:	Available
Provider of Record:	WebCE
Provider Number:	257117
Last Reviewed:	November 2024
Study Level:	Intermediate
Approved For:	2025 Annuity 8-Hour

Exam

Proctor:	No
Passing Grade:	70
Questions:	24

Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).

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