Course Outline
- Course Overview
- Overview
- Instructions
- Annuity Suitability/Best Interest
- Suitability/Best Interest Assessment
- Suitability/Best Interest Assessment: Purchase & Replacement
- Suitability Acknowledgement / Consumer Profile Information Form
- Common Policy Features
- Single Premium Deferred Annuities: Plus One and Encore Annuities
- Single-Premium Deferred Annuities: Premiums and Fees
- Interest Rates
- Policy Surrender
- Policy Maturity
- Single Premium Deferred Annuities SecurePath Multi-Year Guaranteed Annuity (MYGA)
- MYGA: Premiums
- MYGA: Interest Rates
- MYGA: Policy Surrender
- MYGA: Options After Guaranteed Interest Rate Period
- MYGA: Payment Options
- SPIA: Premiums
- SPIA: Payment Options
- Take the Quiz (10 Questions)