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

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