Complete the course at your own pace.

This is a 4.0 Credit Hours Annuity Best Interest Course for Texas!

*The filing fee for TX is $1.30 per Credit Hour.

Review the online text material and pass an online exam to receive credit. Test can be taken an unlimited number of times and passing grade of 70% needed to receive credit.

Course Description:

This course provides a comprehensive understanding of annuity contracts, including their definitions, suitability considerations, various applications, and explains the requirement that agents act in the best interest of the consumer at the time the annuity recommendation is made.  In this four-hour continuing education course, insurance agents will gain a thorough understanding of annuity contracts, covering definitions, suitability considerations, and practical applications. Through engaging lectures, participants will explore the various types of annuities, evaluate their suitability for different client profiles and financial goals, and learn how to apply ethical principles and regulatory guidelines when recommending annuity products. By the end of the course, agents will possess the knowledge and skills necessary to effectively advise clients on incorporating annuities into their financial planning strategies.