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RETURN TO COURSE
ANN-P1 COURSE OUTLINE
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:
- Introduction to Variable Annuities
- Variable Annuities II
- Variable Annuities III
- Variable Annuities IV
- Annuity Investing Advantages
- Disadvantages of Investing in Annuities
- Mutual Funds vs. Annuities, Taxation
- Tax-Deferred Qualified Plans
- Annuity Terms to Remember
- Texas Annuity Certification
- Prohibitions
- Short Term Memory Deficiency & Annuity
Purchases
- Buyer Competence
- More Senior lssues
- Senior Issues II; Selling to Seniors
- Prohibited Practices Penal Code - Chapter 35
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