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03/28/2023 Best Interest Standards of Conduct for Annuity Sales 9am-1pm (Webinar)
March 28, 2023
Online

This course covers the fundamentals of annuities and explains how these products can generally be applied and used. Upon completion, course participants should be able to:

Demonstrate an understanding of the purpose and application of annuities
Describe basic types of annuity products
Articulate how an annuity’s features can support various client objectives
Demonstrate an understanding of how annuities are taxed
Explain the requirements of annuity sales and recommendations that are in the consumer’s best interest in compliance with state standards

MN CE: 4 (Applied to Life & Health license and general CE)

Speaker: Tom Humphreys  CPCU, CLU, ChFC, CIC

Note: Links will be sent within 72 hours, once you register for the course.