Understanding Variable Annuities, Supervision

Overview

In this course, we will discuss key rules and regulations regarding the supervision requirements in the sale of variable annuities. 

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License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Describe the key provisions of FINRA Rule 2330: Members’ Responsibilities Regarding Deferred Variable Annuities
  • Describe the key provisions of FINRA Rule 5310: Best Execution and Interpositioning
  • Identify the key regulatory areas for state oversight of annuities

Designed For:

Supervisors of registered representatives 




Course Information

Adding additional credit may change exam requirements.