Iowa 4 Hour Annuity Suitability Training


4 Hour Course

Course ID: 85751

Approved By: Iowa Insurance Division

Add to Cart 8777246150

This 4-hour course will meet your one-time Certification Requirements to start selling Life Insurance Annuities in the state of Iowa. This course does NOT include Indexed Annuities.

In this course, you'll learn about the types and classifications of annuities, the parties involved in them, and the important provisions of a contract. We'll compare types of annuities, and well as the ways in which annuities can be used. We'll finish the course by discussing sales, marketing, and record-keeping practices to employ in your business. We don't charge additional reporting fees!

Iowa Insurance Division Course ID: 85751

  • 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
    • Iowa 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.