Washington 4 Hour Annuity Suitability Course


4 Hour Course

Course ID: 618864

Approved By: Washington Office of Insurance Commissioner

45 Reviews

Add to Cart (877) 724-6150

This 4-hour course will meet your one-time Certification Requirements to start selling Annuities in the state of Washington.

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.

(WA OIC Approval ID: (618864)

  • 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
    • Final Exam (25 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

March 28th, 2019
Readings and videos were nice, clear and helpful

February 21st, 2019
Very user friendly

November 20th, 2018
Thank you!

October 17th, 2018
It is very clear and helpful information

February 19th, 2018
On question 23 I gave the correct answer and it was shown as wrong.

May 20th, 2019
easy to use

March 23rd, 2019
would be nice if we can download the course after completion for future reference

June 7th, 2018
Would prefer to have information more condensed and more questions between chapters

September 21st, 2018
It does not let you book mark your pages within chapter units which is hard to have to keep clicking through pages you already read.

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