Annuity Suitability (A.D. Banker Self-Study)

This course is designed to satisfy the NAIC’s Annuity Suitability Model Regulation’s producer training requirements. Types of annuities, parties to the contract, uses and contract provisions are all covered, as well as suitability protocols for new and replacement sales.

Note:

This course is based on the 2010 NAIC Model language and in not intended to satisfy the 2020 changes.

Format:

Self Study – Learn at your own pace with a study manual. The concise, easy-to-follow format guides you through information pertinent to policies that you currently sell or intend to sell upon completion. Certification is earned by completing a certification exam, either on paper or online via your student dashboard.

CE Credits:

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