Idaho 4 Hour Annuity Suitability Course


4 Hour Course

Course ID: 3189002

Approved By: Idaho Department of Insurance

9 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 Idaho.

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.

Our course fee includes the mandatory $1/hr per course filing fee.

  • 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.

Course Reviews

February 16th, 2018
Proof read all of you questions. Some words missing.

June 13th, 2019

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December 11th, 2018