Insurance CE > California > Life / Health

CA 4-Hour Annuity Training

Overview

This course meets California SB 263 requirements for life licensees who sell annuity products, mandating four hours of annuity training every two years for resident and non-resident agents. As required by the California Insurance Code (CIC), this training is in addition to other continuing education requirements and focuses on suitability, best interest standards, producer obligations, advertising, and prohibited sales practices.

Summary Details

Hours

4.0

Price

$19.95





Learning Objectives

  • Explain client suitability requirements and best interest standards applicable to annuity transactions.
  • Identify appropriate and compliant advertising practices for annuity products.
  • Describe the rights and obligations of both the insurance producer and the insurer.
  • Recognize prohibited sales practices related to annuity sales.
  • Understand the role of Medi-Cal in annuity planning and its potential impact on consumers.
  • Explain requirements related to policy cancellations and refunds.
  • Apply ethical standards applicable to insurance licensees and insurance companies.
  • Identify potential penalties for noncompliance with applicable annuity laws and regulations.


Designed For:

Life insurance agents who sell annuity products 

Provider of Record: WebCE #257117
Approval Entity
ClearCert assists leading insurance carriers with their responsibility to certify producer compliance with mandatory AML, Annuity, LTCI, and Flood training requirements. WebCE has participated in the ClearCert network since the company was founded in 2008 to ensure producers receive full credit from their carriers for their course completions. WebCE will automatically report completion of this course to ClearCert.


Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 257117
Last Reviewed: March 2026
Study Level: Intermediate
Approved For: 2025 Annuity 4 Hour

Exam

Proctor: No
Passing Grade: 70
Questions: 15
Retakes: Unlimited


Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).

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