Georgia 4 Hour Annuity Suitability


4 Hour Course

Course ID: 49645

Approved By: Office of Insurance and Safety Fire Commissioner

46 Reviews

Add to Cart (877) 724-6150

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!

  • 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

September 18th, 2019
I learned a lot from this course.

May 28th, 2019
This course was very user friendly and informative

December 21st, 2018
This was great and very informative.

September 14th, 2018
Great course. very informative

July 9th, 2018

June 6th, 2018
Not at this time.

May 22nd, 2018
Great course

May 2nd, 2018

October 1st, 2019
I have a securities license but even that test was not as tricky in the wording as this test. We do need to be knowledgeable but the test was a bit much.

July 17th, 2019
Great info,the course extended an opportunity to obtain knowledge profitable for success!

May 31st, 2019

April 23rd, 2018
Course was very thorough. It should contain more sample test questions that are similar and relevant to the test.

April 29th, 2019
It was easy to take and had good information

February 18th, 2019
More videos less reading

January 23rd, 2018
Some of the questions were really tricky.

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