Annuities (Meets NAIC 2010 Suitability Guidelines) - WI

Insurance Continuing Education in Wisconsin

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Your Price: $11.01

regular price: $12.95

4 credit hours

If purchased today, this course must be completed by:
July 31, 2021

The Office of the Commissioner of Insurance (OCI) has temporarily removed the normal proctoring requirement for students taking online courses. Until this emergency has abated, a proctor is no longer required to be present during your exam. Students must instead print out and sign the Continuing Education Attestation of Personal Responsibility Form, which will be provided to you along with your exam. This form requires individuals to attest that they have not received outside assistance while completing the online course exam.
Description

NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.

Upon completion of this course an agent should have:

  • adequate knowledge of the types of annuities and various classifications of annuities
  • be able to identify the parties to an annuity
  • understand how fixed, variable and indexed annuity contract provisions affect consumers
  • understand the application of income taxation of qualified and non-qualified annuities
  • understand the primary uses of annuities
  • be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities

California Resident Agents: This course does not meet the state of California annuities renewal requirement. You must take the California specific course to satisfy your training requirement.

Exam Details

Need Proctor?No
Question Count:25
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:6000007036
Approved Title:Annuities
Provider:InsuranceStudy.com
Provider Number:20915
Topics Covered:Life and Health, Annuities, Financial Planning, Life
Approved Credits
4 credits in Annuity Training
Program Level:Intermediate

This course has been certified by:

ClearCert Seal

Rules for Wisconsin Insurance Continuing Education

  • This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
  • Exam is closed book.
  • The state of Wisconsin charges an additional fee of $1.00 per credit hour.