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.
Learning 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
Find this course for your license:
License or Certification
Regulator
Type