Individual Retirement Accounts - TN

Insurance Continuing Education in Tennessee

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Your Price: $13.95

1 credit hour

Price includes
CE Course :
$12.95
Roster Fee :
$1.00

* A roster fee of $1.00 per credit is required to file Insurance Continuing Education credit in Tennessee. 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:
March 28, 2025 (365 Days)

Description

In this course we will review some of the fundamental concepts and some of the complex coverage details about annuities, variable annuities and several insurance-like investment products called “contracts.” In addition, we will also provide answers for the most common questions you may encounter from your clients about these products. We will cover the important terms and definitions related to annuities and annuity suitability—which are sometimes slightly different than the terms and definitions used by insurance policies. We will also consider the various optional benefits, modifications and additions that are commonly desired by annuitants and their beneficiaries. We will also cover how annuities are underwritten, the advantages and disadvantages of group contracts and tax treatment of the various types of annuities. You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing these products to consumers. Finally, an appendix to this text includes annotated and simplified excerpts of the relevant portions of your state’s Insurance Code dealing with annuities and investment contracts.

Learning Objectives:

  • Understand fundamental concepts of annuities, variable annuities, and similar investment products.
  • Be able to answer common questions from clients about annuity products.
  • Know the differences between terms and definitions of annuities vs common insurance policies.
  • Learn how annuities are underwritten

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:32875
Approved Title:Individual Retirement Accounts
Approved Credits
1 credit in Life/Health
Provider:InsuranceStudy.com
Provider Number:1000
Topics Covered:General Principles of Financial Planning, Retirement Savings
Program Level:Intermediate

Rules for Tennessee Insurance Continuing Education

  • This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
  • Exam is open book.
  • The state of Tennessee charges an additional fee of $1.00 per credit hour.