Variable Annuities and Best Interest Standards

Overview

This course will provide an overview of annuities, with a focus on variable annuities and their features. We will also examine the best interest and suitability requirements associated with the sale and placement of annuities and explore the needs for which they are and are not appropriate. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Understand annuities in general
  • Know the basics of variable annuities
  • Understand the elements and requirements of annuity recommendations and sales that reflect the consumer’s best interest and effectively address his or her needs and objectives

Designed For:

Registered Representatives 




Course Information

Adding additional credit may change exam requirements.