NAIC Annuity Suitability Webinar

NAIC Annuity Suitability Updated & Best Interest (Iowa, Delaware)

National Association of Insurance Commissioners (NAIC) developed a model law on Annuity Suitability.  As part of that model law adopted in your state, it requires 4-hour training.  The course covers fixed annuities, indexed annuities and variable annuities.  It looks at common features and provisions.  The course examines the difference between them as well.  Suitability factors would include: income, age, current finance and goals and objectives. 

You must complete the initial 4-hour course to sell annuities. The Annuity Suitability Updated 1 HR webinar fulfills the requirement of taking the updated course for Iowa for those who had already completed the initial 4-hour course prior to the update. 

This 1 hour webinar also covers the changes in NAIC Model Law 275 that has
been adopted by Delaware. It covers those changes as well as the requirement of best interest in detail. Topics covered include the new disclosure requirements, level of care, safe harbor, exemptions, training and improved supervision by the insurance companies.

Starts On:
October 14, 2020
1:00 PM
Ends On:
October 14, 2020
2:00 PM
Event Passed

Setup Menus in Admin Panel