ANNUITY CONTRACTS/ANNUITIES - ONLINE

A COMPREHENSIVE REVIEW OF FIXED, INDEXED AND VARIABLE ANNUITIES FOCUSING ON AN AGENT'S RESPONSIBILITY TO RECOMMEND SUITABLE CONTRACTS FOR HIS OR HER CLIENTS. THIS COURSE MEETS THE STATE'S 3-CREDIT "SUITABILITY" REQUIREMENT. THE MATERIAL COVERS FLORIDA'S UPDATED SENIOR SUITABILITY LAW AND FINRA RULES GOVERNING SUITABILITY OF ANNUITY RECOMMENDATIONS. CHAPTERS INCLUDE: ANNUITY BASICS, TAXATION OF ANNUITIES, MARKETPLACE & REGULATION, INVESTORS & INVESTMENT OBJECTIVES, DETERMINING SUITABILITY, DISCLOSURE & AGENT RESPONSIBILITIES.

Our online courses do not require a monitor for the final exam!