Massachusetts 4 Hour Annuity Suitability Course


4 Hour Course

Course ID: C41515

Approved By: Massachusetts Insurance Division

4.8 21 Reviews

Add to Cart (877) 724-6150

This 4-hour course covers the fundamentals of selling Life Insurance Annuities in the state of Massachusetts.

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. There are no additional reporting fees.

MA Division of Insurance ID: C41515

  • 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
    • 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.

Course Reviews

October 12th, 2018
The exam challenges retentive capacity and memory which aids in subject knowledge.

August 13th, 2018
The course is very helpful

June 1st, 2018
Great course. Easy to navigate. Solid information.

December 9th, 2017

April 3rd, 2018
pretty good - the order in which topics were presented could be improved

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