Arizona 4 Hour Annuity Training Course


4 Hour Course

Course ID: 104053

Approved By: Arizona Department of Insurance

122 Reviews

Add to Cart (877) 724-6150

This 4-hour course will meet your one time Certification Requirements to start selling Life Insurance Annuities in the state of Arizona.

In this course, we'll cover the types and classifications of various annuities, as well as the provisions and uses of different policies. We'll also cover how annuities are taxed, and the record-keeping and disclosure requirements. No additional reporting fees!

  • Annuity Suitability
    • Annuity Suitability [22 Activities]
      • 01. Introduction (Video)
      • 02. Introduction
      • 03. Types of Annuities (video)
      • 04. Types and Various Classifications of Annuities
      • 05. The Parties to an Annuity (Video)
      • 06. The Parties to an Annuity
      • 07. Annuity Contract Provisions (Video)
      • 08. Annuity Contract Provisions I
      • View Additional Activities
        • 09. Annuity Contract Provisions II
        • 10. Equity-indexed and Variable Annuities (Video)
        • 11. Annuity Contract Provisions III
        • 12. Annuity Contract Provisions IV
        • 13. Annuities and Taxation (Video)
        • 14. Annuities and Taxation
        • 15. Primary Uses of Annuities (Video)
        • 16. Primary Uses of Annuities
        • 17. Suitability in Annuity Transactions (Video)
        • 18. Sales Practices, Replacement and Disclosure I
        • 19. Sales Practices, Replacement and Disclosure II
        • 20. Unfair Marketing & Record-Keeping (Video)
        • 21. Sales Practices, Replacement and Disclosure III
        • 22. Conclusion (Video)
  • Final Exam
    • Affidavit
    • Final Exam (40 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio

keith haley insurance instructor atyourpaceonline
Keith Haley is the Online Insurance instructor and industry expert for At Your Pace Online. In addition to his insurance license, Keith holds a Bachelor's degree in Finance, Master's degree in Education, and is a Certified Financial Planner and licensed insurance producer. As an entrepreneur, over his career Keith has owned and managed businesses in a wide range of professions, including car sales, financial consultation, and insurance sales and management. With over twenty years of experience in business, sales, and education, Keith brings a broad range of practical and academic knowledge to our courses.

Course Reviews

August 8th, 2019
Great course with great study materials.Would use this course again.

July 26th, 2019
the course was a little hard to understand

February 14th, 2019
Very informative.

October 12th, 2018
Difficult course, but informative.

September 26th, 2018
Junior was helpful with assistance on the proctor requirement

June 14th, 2018
great course

June 2nd, 2018
Its very thorough. I wouldnt mind a lot more videos and power points instead of long articles.

March 6th, 2018
Well done

February 19th, 2018
The structure of the course is easy to follow and is in logical sequence

February 14th, 2018
Amanda was a big help!!

February 6th, 2018
Not at this time

January 23rd, 2018

September 17th, 2019
It would be nice for a better outline in correspondence with the questions from the test.

January 27th, 2019
It may be the state or this testing group - but if questions could be worded not to confuse but to learn from - simple and straight forward - then I believe we would get more out of the exam

July 17th, 2018

May 22nd, 2018
Wish the proctor requirement was mentioned before purchase. Seems to be a glitch in the Affadavit sheet since it is REQUIRED to have a start and end time for the test, yet it is unknown how many questions are on the test. Are people supposed to guess the end time?

May 14th, 2018
Monitor site a little confusing if having to retake a second time

February 11th, 2018
Several questions were difficult to understand, and there were a couple where several answers were almost identical except for one word which was confusing. There were also a couple of typos.

January 29th, 2018
Proctor information should be advised ahead of time.

July 14th, 2019
Audio needs improvement.

March 27th, 2019
Info was fine- didn’t know I had to go dig up a proctor

August 23rd, 2018
It was very hard to get thru. Videos wouldn't work no matter what program I was using. Your support help, Amanda Elias was very helpful.

March 13th, 2018
web site crashes often

January 22nd, 2018
slides obstruct print,

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