Description
This course is designed to meet the 8-hour annuity training requirement in California. California resident and non-resident life licensees who desire to sell annuity products must first complete eight hours of annuity training. Life licensees are prohibited from engaging in the sale of annuities until they have completed the required annuity training course.
This course gives insurance producers the knowledge they need to make annuity recommendations to California citizens that are in the client's best interest.
Learning Objectives
Upon completion of this course, you will be able to:
--understand basic annuity concepts and principles from a perspective that recognizes limitations as well as benefits;
--recognize the unique advantages and disadvantages annuities may hold for senior buyers;
--make annuity recommendations that are in the client's best interest; and
--execute annuity recommendations according to the best interest obligations.