The study materials for this course are available online. To begin, click a chapter link below. You may study the material in any order you wish — but we recommend following the Next link found on each page to ensure you have covered all of the material before taking the final examination.
Introduction
Chapter 1 — Annuity Basics
Chapter 2 — Taxation of Annuities
Chapter 3 — Marketplace & Regulation
Chapter 4 — Investors & Objectives
Chapter 5 — Suitability
Chapter 6 — Disclosure & Agent Responsibilities
Final Examination
After completing all six chapters and their study reviews, proceed to the final examination. Passing score is 70% correct. Re-examination is available if needed.
Begin Final Examination →