This course will discuss the various aspects of annuities and how they can be used to fulfill the clients needs. Topics covered include: purpose of the annuity, the annuity concept, types of annuities, annuity Characteristics, parties to the annuity, suitability duties of the producer, prohibited practices,, taxation, duties of the insurer and state laws. This course is approved to meet the Annuity Suitability training requirements of Kentucky and Ohio.
Approved for 4 hours by Kentucky and Ohio. Concentration - Annuities