Insurance CE > North Dakota > Life / Health

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





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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: 1253
Last Reviewed: March 2025
Study Level: Intermediate
Approved For: Annuity Best Interest

Exam

Proctor: No
Passing Grade: 70
Questions: 25



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