Welcome to Wall Street Instructors’ Safeguarding Seniors continuing education web course. This interactive self-study program has been approved by the Florida Department of Financial Services for 6 credits of intermediate-level continuing education for Florida-licensed insurance agents.
If you have any questions while you study the material, you may e-mail your questions to an instructor at enrollment@wallstreetinstructors.com or call (954) 764-0254, Mon–Fri 9am–5pm ET.
Topics Covered
The study text covers the following topics:
- Types of Annuity Contracts (fixed, indexed, and variable)
- Taxation of Annuities
- Annuity Marketplace
- Regulatory Framework
- Types of Annuity Investors
- Investment Objectives
- Determining Annuity Suitability
- State and FINRA Disclosure Requirements
- Agent Responsibilities
How This Course Works
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1The course is presented in four chapters. Work through each chapter at your own pace using the Study Text link below.
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2Complete the study review at the end of each chapter. These reviews will help you better understand the material before taking the final exam.
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3After reviewing all four chapters, complete the self-monitored final examination. Passing score is 70% correct. The exam is given on the “honor system” — an outside monitor is not needed.
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4Upon successful completion, Wall Street Instructors will send you a certificate of completion for your records and electronically file your CE credits with the Florida Department of Financial Services.
Notice: Be sure you have reviewed all study text before taking the final examination. If you do not score 70% or better on the exam, re-examination is available at no additional charge.
Ready to Begin?
Click below to access the study text, or proceed directly to the final examination.
Study Text → Final Examination