Introduction to Indexed Products (Iowa-Specific)

This course is designed to meet Iowa's training requirement for those who sell indexed life and indexed annuity products. Covering the topics listed in the state's training outline, the course addresses the various types of annuities and life insurance products, their features and provisions, and advantages and disadvantages. The course highlights indexed products—annuities and life insurance—and provides a thorough orientation to their unique designs and interest crediting methods. The course also explores suitability and market conduct practices, focusing on the special concerns and practices associated with senior consumers.

The course covers the following topics:

  • Types of Annuities
  • Fixed Annuity Contract Provisions
  • Indexed Annuity Contract Provisions
  • Annuity Advantages and Disadvantages
  • Indexed Life Products
  • Suitability and Marketing Practices
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