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4 Credits
In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.
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6 Chapters
This course goes deep into annuities so that you not only get CE credits for your state but you gain valuable knowledge.
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3-6-5
Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.
Course Curriculum
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1
1. Introduction
- Affidavit of Personal Responsibility
- 1.1 Purpose of the Course FREE PREVIEW
- 1.2 What is an Annuity? FREE PREVIEW
- 1.3 A Brief History
- 1.4 Annuity as Contract
- 1.5 Typical Annuity Arrangements
- 1.6 A Note about Tax Law
- 1.7 Summary
- Chapter 1 Quiz FREE PREVIEW
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2
2. Sample Standard Annuity Contract Provisions
- 2.1 Overview
- 2.2 The Contract
- 2.3 The Benefits
- 2.4 Payment Options
- 2.5 Premiums
- 2.6 Policy Values
- 2.7 Product Features and Practices
- 2.8 Summary
- Chapter 2 Quiz
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3
3. Markets and Annuities
- 3.1 Growth and Diversity
- 3.2 Potential Client Profiles
- 3.3 Public Perceptions and Controversies
- 3.4 Summary
- Chapter 3 Quiz
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4
4. Tax-Deferred, Immediate and Variable Annuities
- 4.1 The Benefits of Tax-Deferred Annuities
- 4.2 Weaknesses of Tax-Deferred Annuities
- 4.3 Immediate Annuities
- 4.4 Pros and Cons of Immediate Annuities
- 4.5 Variable Annuities
- 4.6 Pros and Cons of Variable Annuities
- 4.7 Summary
- Chapter 4 Quiz
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5
5. Company Perspective
- 5.1 The Sale of Annuities
- 5.2 Profitability
- 5.3 Mortality Risk
- 5.4 Investment Risk
- 5.5 Summary
- Chapter 5 Quiz
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6
6. Conclusion
- 6.1 Frequently Asked Questions
- 6.2 Frequently Asked Questions, Continued
- 6.3 Conclusion
- 6.4 Summary
- Chapter 6 Quiz
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7
Exam
- Final Exam