Hawaii 4 Hour Annuity Suitability Course

$15.00

4 Hour Course

Course ID: LH212721

Approved By: Hawaii Insurance Division

Course Description
Course Outline

This 4 Hour course will meet your one time Certification Requirements to start selling Annuities in the state of Hawaii.

You'll learn everything you need to know to get started selling annuities! We'll start out 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 section of the course focuses on marketing, selling and recordkeeping practices to observe when selling annuities.

Hawaii Department of Commerce and Consumer Affairs ID: LH121721

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

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.

Hawaii 4 Hour Annuity Suitability Course

Course Description

Course Outline

Instructor Bio

Course Reviews