Annuities (Meets NAIC 2010 Suitability Guidelines) - NY

Insurance Continuing Education in New York

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$19.95

8 credit hours

If purchased today, this course must be completed by:
November 30, 2023 (358 Days)

Description

NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.

Upon completion of this course an agent should have:

  • adequate knowledge of the types of annuities and various classifications of annuities
  • be able to identify the parties to an annuity
  • understand how fixed, variable and indexed annuity contract provisions affect consumers
  • understand the application of income taxation of qualified and non-qualified annuities
  • understand the primary uses of annuities
  • be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities

California Resident Agents! This course does not meet the state of California annuities renewal requirement. You must take the California specific course to satisfy your training requirement.

Exam Details

Need Proctor?No
Question Count:50
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:NYCR-267289
Approved Title:Annuities - Internet(7289)
Approved Credits
8 credits in Life Brokers
8 credits in Life/Accident and Health Agents
8 credits in Life Consultants
8 credits in Life Settlement Brokers
Provider:InsuranceStudy.com
Provider Number:NYPO-100425
Topics Covered:Annuities, Annuity Suitability
Program Level:Intermediate

This course has been certified by:

ClearCert Seal
Annuity Seal

Rules for New York Insurance Continuing Education

  • Courses approved for Internet may not be downloaded.
  • Exam is closed book.
  • Effective January 1, 2008, a licensee will no longer receive credit for any course previously completed for continuing education credit. Licensees must maintain records of completed continuing education courses and will be held responsible if a course is repeated.
  • Upon successful completion of this course you will be issued a Certificate of Course Completion. This document is necessary for your license renewal. Retain this document.

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