Montana 4 Hour Annuities Suitability Training

  • 4 Hour Course
  • 4.4
    11 Reviews
  • $19.00

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

In this course, we'll cover the types and classifications of various annuities, as well as the provisions and uses of different policies. We'll also cover how annuities are taxed, and the record-keeping and disclosure requirements. No additional reporting fees.

This course will apply to Insurance Producers/Adjusters as well. It will fulfill 4 hours of life insurance CE.

  • Course ID(s): 19061
  • Approved By: Commissioner of Securities and Insurance

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

4.4
11 Reviews