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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 Agency Operations   
        March 27 ~ Wilkes-Barre, PA
CIC Comm. Casualty   
        March 27-29 ~ Wilmington, DE
CISR Agency Operations   
        March 28 ~ Phoenixville, PA
        *WAIT LISTED*
D&O and EPL   

        April 2 ~ Phoenixville, PA
CISR Comm Casualty II   
        April 2 ~ Lancaster, PA
CISR Comm Casualty II   
        April 3 ~ Dover, DE
D&O and EPL   
        April 3 ~ Ellicott City, MD
CIC Personal Lines   
        April 3-5 ~ Macungie, PA
P&C Licensing Course   
        April 9-11 ~ 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