Florida 4 Hour Annuity Suitability


4 Hour Course

Course ID: 93271

Approved By: Florida Department of Financial Services

4.4 28 Reviews

Add to Cart (877) 724-6150

This 4-hour course will meet your initial education requirements under the NAIC guidelines to start selling Life Insurance Annuities in the state of Florida.

You'll learn everything you need to know to get started selling annuities! We'll start by talking about the different types and classifications of annuities, the parties and provisions to an annuity, and the difference between equity-indexed and variable annuities. Then, we'll cover the primary uses of annuities and how they are taxed. The final sections of the course focus on marketing, selling and recordkeeping practices to observe when selling annuities.

  • 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

June 4th, 2019
The course was pact full of info and the exam was very challenging

May 17th, 2019
Course was extremely versed on NAIC Annuity Suitability. Well worth the investment.

March 15th, 2019
Great educational experience

January 17th, 2019
Very professionally done. Effective!

October 3rd, 2018
Very Informative

February 24th, 2019
There were a lot of materials to cover. It's difficult doing online classes when you'll unable to ask question or clarification.

June 21st, 2018
excellent comprehensive, longer than expected

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