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 — Senior Suitability
Chapter 2 — Annuity Products
Chapter 3 — Analyzing Suitability
Chapter 4 — Annuity Regulation
Note: A more comprehensive course on annuities — which also fulfills Florida DFS’s Senior Suitability requirement — is available at wallstreetinstructors.com. You may upgrade to the 14-credit “Annuities” course without penalty. Please contact our office at (954) 764-0254 or email us.
Ready to Take the Final Exam?
Complete all four chapters and review questions before proceeding to the final examination.
Begin Final Exam →