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)
SPIA: Payment Options
Annuity payments may be received by one of the following payment options: life income, period certain, life income with period certain, joint life income, joint life income with period certain, and other payment options available upon request.
Annuity payments may be received by:
- Life income
- Period certain
- Life income with period certain
- Joint life income
- Joint life income with period certain, and
- Other payment options available upon request