(803) 772-0684
CRS# 220350

Suitability In Annuity Transactions with Best Interest / Version II

4 CE Credit Hours

Live Webinar for Suitability In Annuity Transactions with Best Interest / Version II (Annuity) course

$48.00 USD
Wed, Dec 18 2024  |  1 - 5 pm
Live Class which is Live Streamed to the internet


Our North Carolina Approved Sponsor Number is 10029189
This course is approved by the North Carolina Department of Insurance for Continuing Insurance Education Credit.
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Overview

Course: 220350

Insurance producers who hold a life insurance line of authority on the effective date of this regulation and who desire to sell annuities shall complete the requirements of this subsection within six (6) months after the effective date of this regulation by July 1, 2023 This course was designed to meet the NAIC Model for the Suitability in Annuity Transactions with the new Best Interest revisions required training. All Life producers must complete this new version by July 1st, 2023 in order to continue to sell Annuities.

This course is approved by the North Carolina Department of Insurance for Continuing Insurance Education Credit.

Course Objectives

  1. This agent will understand and have a clear understanding why more regulation and oversight is needed.
  2. The agent will learn what the new requirements in the Best Interest obligation are, and how they are integrated into the initial suitability requirement regulation 69-29.
  1. The agent will learn the procedures on how to address the new requirements with the client.
  2. The agent will learn how to follow the new requirements for replacements, use of Section 1035’s in replacements, and determining that replacements are for Best interest of client.

Registration

Register early to reserve a virtual seat. To reserve a virtual seat in the class, registration must be accompanied by payment in full. Phone in your registration before class date. Payment by credit card will be required for phone registrations.

Cancellations and Rescheduling

Brewer Insurance School reserves the right to reschedule or cancel a class if the class has less than 15 students enrolled.

Certificates

Approved Sponsors of approved courses are required to provide a certification of course completion to each individual who successfully completes an approved course within fifteen (15) business days after the course is completed. Verification of the accuracy of the certification provided by the approved sponsor remains the responsibility of the producer.

FAQ

The following questions are those we are asked most often. We want to update it as necessary to assist you by answering any question you may have regarding our school or the licensing processing, so please email us at info@BrewerInsuranceSchool.com or call us if you do not find the answer to your question.

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P (803) 772-0684

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