Assurity Annuity Suitability Training

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

Suitability/Best Interest Assessment: Purchase & Replacement

Purchase/Exchange Assessment Questions

  • How will this purchase help the consumer meet their insurance needs and financial objectives?
  • If the consumer were a close friend or relative, would this recommendation be suitable?

Replacement Assessment Questions

  • Are there surrender charges and/or tax consequences associated with the replacement?
  • Are there features or benefits in the Assurity annuity not available in the applicant's existing contract?
 

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