Annuity Products, Suitability, Best Interest (ID)

4 credits
3196493

IMPORTANT REMINDERS

  1. Upon completion of this course, you will be able to view/print your course certificate, and you will receive four (4) Idaho insurance continuing education (CE) credit hours.
  2. Mountain CE will report your course completions to sbs.naic.org, usually within one business day.
  3. After taking your CE courses, please verify you are compliant with your CE requirements by viewing your sbs.naic.org transcript.
  4. In addition to taking your CE courses, it is your responsibility to renew your insurance license on sbs.naic.org or nipr.com before it expires.
  5. 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.

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Course Content

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Lessons Status
1

Annuity Fundamentals

2

Classifications of Annuities

3

Accumulation Period

4

Deferred Annuities

5

Traditional Fixed

6

Equity-Indexed

7

Equity-Indexed: Indexing Method

8

Equity-Indexed: Adjustments

9

Withdrawals, Surrenders, and Charges

10

Annuitize or Not?

11

Liquidation Period

12

Liquidation Payout Options

13

Federal Income Taxes

14

Primary Uses of Annuities

15

Suitability Duties