AnnuitySuitability

Annuity Suitability & Disclosure


$20.00

Product Description

4 HOURS INSURANCE CE FOR MN; 4 HOURS GENERAL MORTUARY SCIENCE CE
Annuities can provide many financial benefits to clients and this course provides an overview of annuity basics including a discussion of some creative uses of this financial product like Multigenerational IRAs, Fixed Indexed Annuities, Guaranteed Benefits, Split Annuities and even the use of annuities for long-term care. This course satisfies the requirement under MN House File 791 which became effective June 1, 2013.

Additional Information

Approved Insurance CE, Mortuary Science or CFP® Hours

4 Minnesota

Required Courses

NAIC Annuity Suitability & Disclosure-MN

Online Topics

Errors & Omissions, Financial Matters, Healthcare or Health Insurance, Investment Strategies, Life & Health, Mortuary Science, Required Course, Retirement Planning, Tax Related Information