Annuity Best Interest and Suitability (4 Credits)
4 credits
44169
IMPORTANT REMINDERS – Please Read!
- There are 16 lessons in this course. At the end of each lesson, there is a 4-question quiz. You need to pass each quiz with a 70% or better to go to the next lesson. You can retake a quiz until you pass.
- You can complete a course all at once or in multiple sessions. When you return to a course, your progress will be indicated in green.
- By taking this course, you confirm that you are the one registered for this course and that you are the one taking this course.
- Upon completion of this course, you will be able to view/print your course certificate, and you will receive four (4) Utah insurance continuing education (CE) credit hours.
- Mountain CE will report your course completions to www.SIRCON.com within one business day.
- After taking your CE courses, please verify you are compliant with your CE requirements by viewing your transcript on www.SIRCON.com.
- In addition to taking your CE courses, it is your responsibility to renew your insurance license (www.nipr.com or www.sircon.com) before it expires.
- You can call us at (801) 518-1956 with any questions or concerns.
To start taking this course, please click on the first lesson below.
Course Content
Lessons
Status
13
Federal Income Taxes
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Non-Qualified vs. Qualified
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IRAs
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IRAs: Traditional vs. Roth
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IRA Contributions
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IRA Contributions (continued)
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Accumulation Period Premium Payments
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Accumulation Period Growth
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Accumulation Period Amounts Received
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Liquidation Period Amounts Received
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The Annuity Advantage
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Deferred Annuity Tax Disadvantages
- Non-Qualified vs. Qualified
- IRAs
- IRAs: Traditional vs. Roth
- IRA Contributions
- IRA Contributions (continued)
- Accumulation Period Premium Payments
- Accumulation Period Growth
- Accumulation Period Amounts Received
- Liquidation Period Amounts Received
- The Annuity Advantage
- Deferred Annuity Tax Disadvantages