Annuity Suitability – AL (4-Hours, Online)


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Online Version – 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 this 4-hour course to sell annuities.

Exam Proctor Requirements: The examination must be administered by a proctor, who must sign an affidavit attesting to the fact that the student received no outside assistance in the completion of the final examination. The proctor must be a disinterested third party, with a minimum age of 18 years, who can be any person except for family members or individuals who have a financial interest in the success of the student taking the examination. Co-worker proctors must not be above or below in the student’s line of supervision.

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