8 hr California Annuity Training & Certification Course
Meets 8hr Annuity Requirement
Course Delivery: PDF
Exam: Online Exam
Passing Information: 70% Final
Who should take this Course: Insurance Agents selling Annuities
Why Should You take this Course: Fulfill State Requirement in order to solicit Annuities in California
Course Approval #: 250827
Approving Body: California DOI
Special Offer: Get all CA Insurance CE courses you need for only $39.95! Unlimited credits for one small price!
Cost: $39.95 only.
Course Description
This course introduces the concept of annuities. For decades, annuities have been a fundamental financial instrument providing people with a way to accumulate money that can be used in their futures as their financial situation warrants.
Annuities have evolved; we now have many varieties and approaches ranging from fixed and variable to indexed, along with many variations in between. In this course we will learn about the history of annuities, their primary use, and types and classifications of annuities, among other facts.
What You’ll Learn
At the conclusion of this course, you will be able to:
- Describe how annuities relate to consumers
- Generalize annuity legislative history
- Identify the primary use of annuities
- Distinguish between different settlement options
- Summarize the tax ramifications of annuitization options
- Compare and contrast annuity advantages and disadvantages
- List annuity types
- Distinguish the characteristics of fixed, indexed, and variable annuities
- Describe the rights and obligations of an annuity owner
- Identify contract provisions common to annuities
- Discuss Tax Sheltered Annuity (TSA) basics
- Describe sales practices for California insurance agents
- Differentiate between annuity contracts and life insurance contracts
Cost: $39.95 only.
CA Annuity Training Requirement
All agents who wish to sell, solicit or negotiate annuities must complete a one-time 8 hr training course, followed by 4 hrs of ongoing training every two years, thereafter.
Subject Matter Expert
360training.com Inc. has partnered with Brett Decker, CLU, who has established a highly successful track record in innovative individual marketing. With 30 years of experience in sales, training, and customer building in the financial services industry, he is a recognized specialist in the area of identifying and growing customer bases for individual professionals, business owners, and service providers. He has been teaching Insurance CE for over 10 years to over 8,000+ satisfied students in dozens of subject areas. In that same time period, he also created, authored, updated, revised, and revamped more than 50+ specialized insurance CE courses.
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