California 8 Hour Annuity Training

$79.00 each

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Specialized knowledge
Experience Level Course ID CPE Credits Author
Overview PW-641 8 Paul J. Winn CLU ChFC

*** This course does not qualify for Insurance CE***

Course Description:

The purpose of the course is to provide students with a thorough understanding of annuity contracts, their provisions and benefits, the various types of annuities that are available, their uses and tax treatment, and their advantages and disadvantages. The course also explains an agent’s role in the solicitation and sale of annuities and the appropriate sales practices that must be followed, notably with respect to senior consumers