$13.99
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:4
Description
This course provides an in-depth explanation of the various types of annuities and their features, how to structure annuities and the necessary due diligence for making appropriate recommendations. This course will also cover regulations regarding the sales of annuities aimed at safeguarding consumers.
What You'll Learn
- How to compare different types and classifications of annuities
- How to avoid regulatory hot-buttons and common sales trap
- The meaning of equity-indexed annuity
- Trade funds and fund families within a variable annuity vs. mutual funds
- The risk-reward relationship of equity index and variable annuities
- Basic tax rules a business must follow
- How to lead clients through selecting appropriate annuities
- Appropriate practices to sell annuities and replace existing annuities
What's Included
What to Expect
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.
Regulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: IN Annuity Product Suitability - 4 Hours
Approved course ID:41785