Annuities: The Basics and Beyond (A.D. Banker Online Course)

In recent years, the popularity of annuity products has risen dramatically. Yearly sales increases indicate that more and more people are determined to guarantee for themselves a comfortable retirement. This course enables agents to gain insight into the complexities of annuities, which will make explaining to customers the details of product features and benefits much easier.

Topics include:

• Purpose of Annuities
• Types, features, contract provisions, and the parties to an annuity contract
• Qualified and non-qualified annuities and the tax treatment of both
• Suitability, replacement and disclosure requirements
• State and federal legislation and NAIC Model Annuity Suitability Recommendations

Format:

Online Course – Review material and receive certification online. Online courses contain written material, chapter quizzes (in most states) and certification exams. Upon finishing the course, you will receive certification on screen confirming you have completed all required actions.

CE Credits:

Approved in most states for Insurance CE. Visit https://www.adbanker.com/fsp/ for details.