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: Premiums and Fees
- Interest Rates
- Policy Surrender
- Policy Maturity
- SPIA: Premiums
- SPIA: Payout Options
- Take the Quiz (8 Questions)
Instructions
- Agents are required to complete training before writing applications on Assurity annuities
- Training includes testing on suitability, best interest and Assurity annuities
- Must correctly answer seven of eight questions correctly; anything less requires retaking training
- Multiple attempts are allowed; ultimate answer counted
- Skipping a question counts as incorrect answer; you may navigate backwards to review previous slides
- Presentation represents annuity forms approved in Nebraska
- Product availability and features may vary by state