Annuities (Meets NAIC 2010 Suitability Guidelines)
Professional Recertification (PRCE)
Take This Course
$5.00
4 credit hours
If purchased today, this course must be completed by:
July 31, 2024 (312 Days)
If you take this course you may also choose to earn the following additional credits:
Insurance Continuing Education
CE for CFP® Professionals
The material for this course is also available as a downloadable PDF.
This course is ready to be viewed on both iOS and Android tablets.
Description
NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.
Upon completion of this course an agent should have:
- adequate knowledge of the types of annuities and various classifications of annuities
- be able to identify the parties to an annuity
- understand how fixed, variable and indexed annuity contract provisions affect consumers
- understand the application of income taxation of qualified and non-qualified annuities
- understand the primary uses of annuities
- be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities
Exam Details
Need Proctor?No
Question Count:25
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:15594
Approved Title:Annuities (Meets NAIC 2010 Suitability Guidelines)
Approved Credits
4 credits in PRCE
Provider:InsuranceStudy.com
Provider Number:770
Topics Covered:Annuities, Annuity Suitability
Program Level:Intermediate
This course has been certified by:
Rules for American College PRCE (formerly PACE)
- Course material may be downloaded.
- Exam is open book.