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)