CFP® Certification CE

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 and income. Explore benefits, costs, tax implications, and suitability considerations for selling annuities.

Summary Details

Hours

4.0

Price

$19.95





Save Time and Money with Additional Credit


Select all the additional credit you need and then add to cart




Learning 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.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 2257
Last Reviewed: March 2025
Study Level: Intermediate
Approved For: General

Exam

Proctor: No
Passing Grade: 70
Questions: 20



Recent Customer Course Comments

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