Georgia 4 Hour Annuity Suitability


4 Hour Course

Course ID: 51494

Approved By: Office of Insurance and Safety Fire Commissioner

Add to Cart 8777246150

This 4-hour course will meet your one time Certification Requirements to start selling annuities in the state of Georgia.

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 the 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.

No additional reporting fees!

Indiana Department of Insurance Course ID: 51494

  • 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
      • 09. Annuity Contract Provisions II
      • 10. Equity-indexed and Variable Annuities (Video)
      • View Additional Activities
        • 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.