- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life
- Language:English
- Credit Hours:4
Description
This course meets the 4-hour Best Interest Standard ongoing training required by California SB 263.
What You'll Learn
- Understand and be able to apply the "Best Interest Standard" in annuity transactions.
- Master the four key obligations: Care, Disclosure, Conflict of Interest, and Documentation, ensuring compliance and ethical practices.
- Learn proper advertising practices, especially regarding senior consumers.
- Identify and avoid prohibited sales practices.
- Understand Medi-Cal considerations in annuity transactions.
- Develop a strong foundation in ethical responsibilities, including client confidentiality, needs assessment, and solution matching.
What's Included
This online self-paced course allows you to study independently, whenever it is convenient for you. All you need is a device (computer, tablet or smartphone) with internet access.
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: ANNUITY BEST SUITABILITY BEST INTEREST STANDARD
Approved course ID:392103