VA Insurance 4 Hour Annuity Course

$14.00

4 Hour Course

Course ID: 218283

Approved By: Virginia SCC - Bureau of Insurance

4.8 25 Reviews

Add to Cart (877) 724-6150

This course provides you with the one-time four credit training on annuity suitability required before selling annuity products. 

 

In this course, you'll learn the basics you need to know to start selling annuities! First we will cover the different types and classifications of annuities, such how they are typed according to how the premiums are paid, and how they are typed according to when the benefits are paid. We will also explain the differences between all of the parties to annuities, such as the annuitant, the beneficiary, and the owner. Tax considerations for annuities are given consideration, along with the fees for annuities. The longest section of the course will cover all manner of annuity contract provisions. You'll learn about equity-indexed and variable annuities, as well as their uses and taxation. The course also covers various riders that can accompany annuities, and what those can cover. We will wrap up the course discussing sales, marketing, unfair marketing, and recordkeeping practices to employ as you're selling annuities.

We’ll end the course with a 40 question exam.

 

    • Introduction to the Suitability in Annuity Transactions Training Class, 4hrs [22 Activities]
      • 01. Introduction to the Suitability in Annuity Transactions Training Class (Video)
      • 02. Introduction
      • 03. Types of Annuities (Video)
      • 04. Types of Annuities 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 (How fixed, indexed, and variable annuity contract provisions affect consumers)
      • View Additional Activities
        • 09. Annuity Contract Provisions, Part 2
        • 10. Equity-indexed and Variable Annuities (Video)
        • 11. Annuity Contract Provisions, Part 3
        • 12. Annuity Contract Provisions, Part 4
        • 13. Annuities and Taxation (Video)
        • 14. Application of Income Taxation to Qualified and Non-Qualified Annuities
        • 15. Primary Uses of Annuities (Video)
        • 16. Primary Uses of Annuities
        • 17. Suitability in Annuity Transactions (Video)
        • 18. Appropriate Sales Practices, Replacement and Disclosure Requirements
        • 19. Appropriate Sales Practices, Replacement and Disclosure Requirements, Part 2
        • 20. Replacement Annuities, Unfair Marketing Practices, and Record-Keeping (Video)
        • 21. Appropriate Sales Practices, Replacement and Disclosure Requirements, Part 3
        • 22. End of Class (Video)
    • Mandatory Questionnaire
    • Affidavit
    • Final Exam (25 questions)
    • 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 23rd, 2018
I felt the course was very informative.

October 15th, 2018
very good

November 2nd, 2018
Wish more was video.

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