Course curriculum

  • 1
    1. Introduction
    • Affidavit of Personal Responsibility
    • 1.1 Purpose of the Course FREE PREVIEW
    • 1.2 What is an Annuity?
    • 1.3 A Brief History
    • 1.4 Annuity as Contract
    • 1.5 Typical Annuity Arrangements
    • 1.6 A Note about Tax Law
  • 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
  • 3
    3. Markets and Annuities
    • 3.1 Growth and Diversity
    • 3.2 Potential Client Profiles
    • 3.3 Public Perceptions and Controversies
  • 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
  • 5
    5. Company Perspective
    • 5.1 The Sale of Annuities
    • 5.2 Profitability
    • 5.3 Mortality Risk
    • 5.4 Investment Risk
  • 6
    6. Conclusion
    • 6.1 Frequently Asked Questions
    • 6.2 Frequently Asked Questions, Continued
    • 6.3 Summary
  • 7
    Exam
    • Final Exam

Course Snapshot

  • 6 Chapters

    This course goes deep into annuities so that you not only get CE credits for your state but you gain valuable knowledge.

  • 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.

  • 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.