Annuities (Meets NAIC 2010 Suitability Guidelines) - OR

Insurance Continuing Education in Oregon

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Your Price: $16.95

4 credit hours

Price includes
CE Course :
$12.95
Roster Fee :
$4.00

* A roster fee of $1.00 per credit is required to file Insurance Continuing Education credit in Oregon. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.

If purchased today, this course must be completed by:
April 18, 2025 (365 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

 

Exam Details

Need Proctor?No
Question Count:25
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:37766
Approved Title:Annuities Meets NAIC 2010 Suitability Guidelines
Approved Credits
4 credits in Annuity Suitability
Provider:InsuranceStudy.com
Provider Number:8052
Topics Covered:Annuities, Annuity Suitability
Program Level:Intermediate

This course has been certified by:

ClearCert Seal
Annuity Seal

Rules for Oregon Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • Each agent must enroll for the course before having access to course material.
  • A student may not access the final exam prior to reviewing all course materials.
  • A review quiz is provided at the end of each chapter. The final exam may not be accessed until each review session has been successfully completed.
  • Oregon Administrative Rule 836-071-0225(1)(d) limits the number of hours a producer can complete per day to 8. You may NOT start and finish more than 8 hours of continuing education on the same day.
  • A course approved in part or in whole as correspondence requires a proctor to be present for the final exam. A correspondence course is any self-study course which includes printed materials as part of the program.
  • The state of Oregon charges an additional fee of $1.00 per credit hour.