Assurity Annuity Suitability Training

Agents are required to complete training before writing applications on Assurity annuities. Please complete the 2022 course and quiz below.

Course Outline

SPIA: Premiums

Single-Premium Immediate Annuity (SPIA)

Single Premium

  • Amount submitted with application and shown on the policy schedule
  • Minimum acceptable single premium is the amount necessary to purchase at least $100 of monthly annuity benefit
  • Maximum without Assurity approval is $500,000
  • No subsequent premiums will be accepted
 
 

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