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.

Find this course for your license

License or Certification

Regulator

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

Course Information

Adding additional credit may change exam requirements.

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