Paul J. Winn – 2025 8-Hour Annuity Training

$20.00

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Course Description

California Course Approval Number: 391525

This course represents 8 Credit Hours of State Certified Continuing Education.

2025 8-Hour Annuity Training

The 2025 Eight-Hour Annuity Training course is designed to meet the requirements of California legislation SB 236 which, in addition to other requirements, imposes Regulation Best Interest on the sales of annuities.

The course examines a wide range of annuity-related topics, including:

  • Historical development of annuity contracts;
  • The types of annuities, their primary uses and tax treatment;
  • Persons who are parties to an annuity;
  • How various fixed, index and variable annuity provisions affect consumers;
  • Qualified and nonqualified plans and annuities;
  • Annuity advantages and disadvantages;
  • Annuity sales practices;
  • Annuity suitability and the Best Interest Standard;
  • The special requirements applicable to the senior market; and
  • The role of the California Life and Health Insurance Guarantee Association related to annuities.