Colorado 4 Hour Annuity Suitability Course


4 Hour Course

Course ID: 55272

Approved By: Division of Insurance, DORA

12 Reviews

Add to Cart (877) 724-6150

In this 4-hour Annuities course, you'll learn the basics you need to know to start selling annuities! We'll talk about the different types and classifications of anniuities, and provisions you'll find in an annuity contract. You'll learn about equity-indexed and variable annuities, as well as their uses and taxation. Then we'll talk about some of the sales, marketing, and recordkeeping practices to employ as you're selling annuities. When you've completed the course, we'll report you to Sircon.

CO Division of Insurance Course ID: 55272

  • 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

April 16th, 2018
I wish the course provide more concise term definitions; it became difficult trying to find many of the term definitions when reading the long paragraphs.

May 29th, 2018
Difficult subject matter. Test questions had options which were similar in wording which made answering very difficult.

February 19th, 2018
Need more flexibility moving around in the study phase. Lots of typos, etc.

November 9th, 2019

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