Annuity Products & Suitability

4 credits
ANN-30775

IMPORTANT REMINDERS

  1. 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.
  2. Mountain CE will report your course completions to Sircon within one business day.
  3. After taking your CE courses, you can verify you are compliant with your CE requirements by viewing your Sircon transcript.
  4. In addition to taking your CE courses, it is your responsibility to renew your insurance license on Sircon 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

Regulation

15

Suitability