Louisiana 4 Hour Annuity Suitability


4 Hour Course

Course ID: 26368

Approved By: Louisiana Department of Insurance

32 Reviews

Add to Cart (877) 724-6150

This 4-hour course will meet your one time Certification Requirements to start selling Life Insurance Annuities in the state of Louisiana.

In this course, you'll learn about the different types of annuities that are available, who the parties to an annuity are, and the typical provisions annuity contracts contain. We'll also compare equity-indexed and variable annuities, before covering taxation of annuities, and sales and marketing practices to employ.

Louisiana Department of Insurance Course ID: 26368

  • 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

July 11th, 2018
Would rather more video instruction than reading.

October 2nd, 2018
All reading, no instruction

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