MASTER Course Approval Number: XXX
Annuities represent an opportunity to fulfill an existing need for their clients. However, for the untrained agent, annuity sales can present a significant risk for both agent and client. Annuity products are complex, as are the associated state and federal rules and regulations. Therefore, almost every state now requires agents to undergo specific training prior to selling or soliciting annuity products.
This course covers different annuity types and classifications, payment and settlement options, general tax treatments of annuities, and agent duties and ethical considerations related to the sales of annuities. This will provide you with a working knowledge of annuities that will benefit both you and your customers.
Topics Include:
- Annuity Types and Classifications
- The Annuity Contract
- Taxation and Best Interest Obligations
- Best Interest Standards and Requirements
