Welcome
Welcome to Wall Street Instructors’ Annuities course. This self-study program has been approved by the Florida Department of Financial Services for 14 credits of intermediate level continuing education (CE Provider #862 — Course ID #67153).
Topics Covered
- Types of Annuity Contracts (fixed, indexed and variable)
- Taxation of Annuities
- Annuity Marketplace
- Regulatory Framework
- Types of Annuity Investors
- Investment Objectives
- Determining Annuity Suitability
- State and FINRA Disclosure Requirements
- Agent Responsibilities
How This Course Works
-
1The course is presented in six chapters. Work through each chapter at your own pace using the Study Text link below.
-
2Complete the study review at the end of each chapter. These reviews will help you better understand the material before taking the final exam.
-
3After reviewing all six chapters, complete the self-monitored final examination. Passing score is 70% correct. The exam is given on the “honor system” — an outside monitor is not needed.
-
4Upon successful completion, Wall Street Instructors will send you a certificate of completion for your records and electronically file your CE credits with the Florida Department of Financial Services.