Course Information

Insurance CE >> California >> Life / Health

Paul J Winn California 4-Hour Annuity Training

Overview

This course is designed to fulfill the requirements of SB 263, mandating four hours of annuity training every two years for life licensees selling annuity products. It focuses on suitability, best interest standards, and the four obligations of care, disclosure, conflict of interest, and documentation. Additionally, it covers advertising, producer obligations, and prohibited sales practices.

Summary Details

Hours

4.0

Price

$19.95

4.20 (79 Ratings)

Learning Objectives

Be able to identify the information required to be included, types of statements that may not be used, and inappropriate advertisements when advertising annuity products to persons 65 years or older;
Be able to define and identify prohibited sales practices for annuities;
Understand the prohibited sales practice of Pretext Interviews, “unnecessary replacement,” and the requirements for in-home solicitations of annuity products;
Be able to understand the Medi-Cal guideline requirements regarding annuity suitability transactions;
Be aware of the causes for license suspension and penalties in annuity product sales; and
Understand the ethical responsibilities of the licensee and insurance company when selling annuities.

Designed For:

Life insurance agents who sell annuity products

Provider of Record: WebCE #257117

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:	October 2024
Study Level:	Intermediate
Approved For:	2025 Annuity 4 Hour

Exam

Proctor:	No
Passing Grade:	70
Questions:	15

Recent Customer Course Comments

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