Paul J Winn California 4-Hour Annuity Training

Overview

This course is designed to fulfill the requirements of SB 263, mandating four hours of annuity training every two years for life licensees selling annuity products. It focuses on suitability, best interest standards, and the four obligations of care, disclosure, conflict of interest, and documentation. Additionally, it covers advertising, producer obligations, and prohibited sales practices.

Find this course for your license

License or Certification

Regulator

Objectives

Be able to identify the information required to be included, types of statements that may not be used, and inappropriate advertisements when advertising annuity products to persons 65 years or older;
Be able to define and identify prohibited sales practices for annuities;
Understand the prohibited sales practice of Pretext Interviews, “unnecessary replacement,” and the requirements for in-home solicitations of annuity products;
Be able to understand the Medi-Cal guideline requirements regarding annuity suitability transactions;
Be aware of the causes for license suspension and penalties in annuity product sales; and
Understand the ethical responsibilities of the licensee and insurance company when selling annuities.

Designed For:

Life insurance agents who sell annuity products

Course Information

Adding additional credit may change exam requirements.

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