PER STATE REQUIREMENT, FINAL EXAM MUST BE PROCTORED. SEE DETAILS BELOW.
This course focuses on the different types of insurance products: Fixed, Equity Index and Variable. Common features of index products are reviewed in detail. It exams the annuity contract provisions in detail as well as common features of each type of annuities. In addition, it identifies and covers index strategies and issues. Course examines advantages and disadvantage of annuities. Other products covered include fixed index life, traditional permanent life plans, and variable life. Suitability and practices are covered in detail as well as topics of special interest to seniors and new developments in index products. Reporting fees are included in the price
This course meets the continuing education mandates for Iowa to sell index products.
Exam Proctor Requirements: Closed-book exam must be monitored by a disinterested 3rd party of at least 18 years of age, who has no corporate employment, personal relationship, or other interest in the student’s performance on the exam. Please provide us with the email address of the proctor. Final Exam and proctor form will be emailed to them. Please note our office hours are from 8:30 a.m. – 5:00 p.m. Central, Monday-Friday (Excluding Holidays)