Texas 4 Hour Annuity Suitability


4 Hour Course

Course ID: 100066

Approved By: Texas Department of Insurance (TDI)

68 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 Texas. This course is approved for both Insurance Producers, and Adjusters.

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!

  • 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 (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

September 14th, 2019
Information in the course was clear and easy to understand. Allows several attempts to pass the Final Exam.

August 24th, 2019
Thank you. Very good presentation.

July 18th, 2019
I was not ready for the training since I was so busy, and they make it very simple and easy for me.

July 11th, 2019
Learned alot from this course.

March 28th, 2019
Not an easy test, but covers everything

January 31st, 2019
Great format at my own pace. Learned more than I expected to be refreshed. Would highly recommend.

June 1st, 2018
Very Good - I would use again

April 3rd, 2018
Great coarse very informative

May 6th, 2019
Course was good. I love learning at my own pace. Exam process is easy and comprehensive.

February 23rd, 2018
Pretty good course, would incorporate more video though

June 21st, 2019
it took much longer than 4 hours to complete

August 9th, 2018
Needs to be updated. It refers in one place to a possible change coming in 2015. Poorly written questions. End of chapter questions based on obscure facts.

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