- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:4
This course examines the different types of annuities, their attributes, structuring alternatives, and the due diligence required for making suitable recommendations. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.
What You'll Learn
- How to compare different types and classifications of annuities
- How to avoid regulatory hot-buttons and common sales trap
- Trade funds and fund families within a variable annuity vs. mutual funds
- The risk-reward relationship of equity index and variable annuities
- How to lead clients through selecting appropriate annuities
- Appropriate practices to sell annuities and replace existing annuities
- The meaning of equity-indexed annuity
- Basic tax rules a business must follow
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.
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: MA Annuity Product Suitability - 4 Hours
Approved course ID:6000130222