CA 4-Hour Annuity Training

Overview

This course meets California SB 263 requirements for life licensees who sell annuity products, mandating four hours of annuity training every two years for resident and non-resident agents. As required by the California Insurance Code (CIC), this training is in addition to other continuing education requirements and focuses on suitability, best interest standards, producer obligations, advertising, and prohibited sales practices.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • Explain client suitability requirements and best interest standards applicable to annuity transactions.
  • Identify appropriate and compliant advertising practices for annuity products.
  • Describe the rights and obligations of both the insurance producer and the insurer.
  • Recognize prohibited sales practices related to annuity sales.
  • Understand the role of Medi-Cal in annuity planning and its potential impact on consumers.
  • Explain requirements related to policy cancellations and refunds.
  • Apply ethical standards applicable to insurance licensees and insurance companies.
  • Identify potential penalties for noncompliance with applicable annuity laws and regulations.


Designed For:

Life insurance agents who sell annuity products 




Course Information

Adding additional credit may change exam requirements.

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