CPE Credit Hours: 7
Field of Study: Finance
Publication date: December 2020
This course introduces the terms and concepts used in connection with annuity contracts. Such information is important for agents selling annuity contracts to customers, and for advisors assessing the appropriateness of an annuity contract for a client.
An understanding of the operation, advantages and disadvantages of annuities, and the methods used to determine their cash value, will assist the agent and advisor to better serve consumers and help ensure that annuity contracts are recommended and purchased only when they are suitable to meet client needs.
This is a self-study CPE course.
Program level: Basic
Prerequisites: None
Advanced Preparation: None Required
Minimum Final Examination Passing Grade: 70%
Maximum Time Allowed To Complete Program: One Year From Date Of Purchase
