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:
April 19, 2025 (365 Days)

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:

ClearCert Seal
Annuity Seal

Rules for American College PRCE (formerly PACE)

  • Course material may be downloaded.
  • Exam is open book.