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RETURN TO COURSE
Course
Objective:
Life,
Accident & Health licensees whose license is issued or renewed
on or after April 1, 2010, are required to be annuity certified. Each
year from the date of certification the licensee must complete at least
a 4-hour annuity CE course. This course meets this CE requirement.
This
course reviews Texas annuity regulations and replacement guidelines.
The Center allows you up to six months to complete this course.
Course
Outline:
- Annuities – Introduction
- Annuities – Types, Contract Conditions
- Annuities – Annuity Options
- Investor Considerations
- Annuities – Annuity Terms to Remember
- Texas Annuity Certification
- Focus of Regulation
- Suitability, Disclosure, Recordkeeping, &
Replacement
- Suitability, Disclosure, Recordkeeping &
Replacement II
- Suitability, Disclosure, Recordkeeping &
Replacement III
- Replacement Disclosure
- Replacement Disclosure II
- Replacement
- Replacement II
- Replacement III
- Replacement IV
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