Washington Annuity Suitability and Best Interest Standards (4-hour course)

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

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


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.