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Legal Compliance Training

Annuities - Consumer Protection and Suitability

This course is designed to meet the Pennsylvania required training for agents as specified in Section 403.1-B of Act 48 signed into law in 2018.  This program will address the types, various classifications, and parties of an annuity.  Additionally, it will review various contract provisions and the tax ramifications of both qualified and non-qualified annuities.  Finally, it will discuss the primary uses, appropriate sales practices, replacement rules, and disclosure requirements involved with annuities.   Instructor: JERRY RHINEHART

Click here for master schedule.

Watch for your confirmation with webinar instructions to arrive via email from iab@iabforme.com the day prior to your scheduled webinar. You can proactively whitelist this email address to facilitate the delivery process. Check all spam/junk files if you do not receive the email, or contact IA&B right away.

Continuing Education Approvals

Delaware - pending 4 Annuities credits

Maryland - pending 4 Annuities credits

Pennsylvania - pending 4 Annuities credits


 
  

Registration form

Required only if paying by check.

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Upcoming Programs


CISR Life & Health   
        July 9 ~ Frederick, MD
CISR Life & Health   
        July 10 ~ Altoona, PA
CISR Pers. Residential   
        July 10 ~ Lancaster, PA
James K. Ruble Seminar   
        July 10-11 ~ Macungie, PA
CISR Personal Auto   
        July 11 ~ Trevose, PA
P&C Lic. Study Course   
        July 16-18 ~ Exton, PA
CISR Personal Lines   
        July 17 ~Bridgeville, PA
WT HOLD: Comm. Lines   
        July 23 ~Cranberry Twp, PA
P&C Lic. Study Course   
        July 23-25 ~ Mechanicsburg, PAFull Schedule

Let's talk insurance.

Insurance Placement Specialist David Wertz is a licensed agent who can help protect your agency.

Email David
or call 800-998-9644, ext. 506