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.
Course Format: Text
Credit Type: Annuity
Course ID(s): 26368
Approved By: Louisianna Department of Insurance
- 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)
- 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)
- Annuity Suitability [22 Activities]
- Final Exam
- Final Exam (40 questions)
- Course Completion
- Mandatory Questionnaire
- Certificate of Completion
- Guaranteed Next-Day Reporting
