Study Text

The study text for this course is offered as an interactive, online self-study course. Click the button below to begin the online version of the study material. If you prefer to study offline, printable PDF versions of each chapter are available further down this page.

If you have questions while studying, you may contact an instructor at enrollment@wallstreetinstructors.com or call (954) 764-0254, Mon–Fri 9am–5pm ET.

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  At the beginning of each chapter you will find a navigation bar of links to that chapter’s major topics.
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  At the bottom of each page you will find a navigation bar that allows you to move between pages within that chapter. The Course Contents link will return you to the Table of Contents at any time.
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  At the end of each chapter you will find a link to the chapter’s study review. You must complete the study review for each chapter. Upon completion you will receive your score and an explanation of each answer.
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  Additional links throughout the study material connect you to related information within the website or to external documents. Use your browser’s Back button to return to your original location after following any external link.

A printable version of the study text is available in PDF format for each chapter. This allows you to study away from your computer. Note that even if you use the print version, you must still complete the chapter study reviews and final examination online.

The printed study text directs you to the following external sources for more detailed information:

• Annuity Primer — Contracts
• Annuity Primer — Taxes
• Florida Department of Financial Services — Agents & Agencies