Class Details

CE 923 - Annuities & Suitability (Self Study)

1400 Old Country Road Suite C-100
Westbury, NY 11590-
Phone: 516-997-8360 Fax: 516-997-5446

8 (see below)

This course has been designed to follow the NAIC Suitability in Annuity Transactions Model Regulation. During this course you will be updated on the following topics: Types of Annuities and Various Classifications of Annuities; Identification of the Parties to an Annuity; How Fixed, Variable & Indexed Annuity Contract Provisions Affect Consumers; The Application of Income Taxation of Qualified & Non-Qualified Annuities; The Primary Use of Annuities; Appropriate Sales Practices, Replacement & Disclosure Requirements; Regulation 187 of NY.

Please note, you must check with your insurance carrier to see if this course will comply with their requirements set forth by Regulation 187 in NY. You may be required to take further training through the carrier directly.

Self-Study Course Information

All self-study manuals will be e-mailed as a PDF file during regular business hours.

You must score a minimum of 70% on our 50 question, multiple-choice, closed-book, monitored quiz in order to receive a completion certificate for all self-study courses.

To make an appointment to take your quiz, please call the Westbury school at 516-997-8360 or the NYC school at 212-643-9554.

This self-study course is approximately 140 pages in length.

Life, Accident & Health Agents (LA), Life, Accident & Health Brokers (LB), Life Consultants (C1), Life Settlement Brokers (LSB)


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