Annuity Suitability: Customer Perspective


This course looks at annuity suitability from the customer’s perspective. It answers the question, “What should a consumer know in order to make an informed annuity transaction decision?” and presents the information that customers should understand before a product is placed.

Learning Objectives

Students who successfully complete this course will be able to:

  • assess annuity transactions from the customer’s perspective in determining if an annuity purchase is appropriate
  • understand the fundamental information that should be relayed to a customer before an annuity product is sold
  • know the basic questions that a customer should ask of him- or herself when deciding to purchase an annuity

Designed For

All registered representatives and principals

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