4-Hour Annuity Suitability and Best Interest Standards

Overview

Master selling annuity products under the NAIC’s 2020 “Suitability in Annuities Transactions” model regulation. Learn how these products work for long-term savings & income. Explore benefits, costs, tax implications, and suitability considerations for selling annuities.

Find this course for your license

License or Certification

Regulator

Objectives

demonstrate an understanding of the purpose and application of annuities
describe the basic types of annuity products
explain the operation and function of fixed, indexed, and variable annuities
articulate how an annuity's product features can support and advance various client objectives
demonstrate an understanding of how annuities are taxed
explain the elements and requirements of annuity recommendations and sales that reflect the consumer's best interest

Designed For:

Life and annuity producers; financial advisors and planners

Course Information

Adding additional credit may change exam requirements.

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