Florida 4 Hour Annuity Suitability

  • 4 Hour Course
  • 4.4
    34 Reviews
  • $15.00

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.

  • Course ID(s): 93271
  • Approved By: Florida Department of Financial Services

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

4.4
34 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

  • September 13th, 2019 -

    questions didn't seem to come from the material covered

  • 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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