Course Outline
Overview
In accordance with the National Association of Insurance Commissioners 2010 and 2020 versions of the Suitability in Annuity Transaction Model Regulations, several state insurance departments require that annuity agents be trained on the appropriate standard of care that must be followed in recommending annuities, general annuity provisions, as well as the specifics of the products they sell.
This presentation will cover annuity suitability and best interest requirements under both versions of the Model Regulation, as well as specific information about Assurity’s annuity portfolio.
We’ll cover products in two sections: Single-Premium Deferred Annuities and the Single-Premium Immediate Annuity. Please note that these products may not be currently available in all states.
Throughout this presentation, you’ll be quizzed on the aspects of the annuity suitability and best interest standards, and about Assurity’s annuity products. Afterward, your score will be shown to you and forwarded to Assurity. If at any point you exit the browser, your progress will be saved. You can return later to finish.
