4-Hour Annuity Suitability Best Interest

The purpose of this course is to provide you with the tools to better inform your customers about annuities and best practices in Annuity sales and service. This course will also equip you with the knowledge and skills necessary to assess and determine the suitability of various annuity products for your clients. You will learn how to evaluate a client’s financial goals, risk tolerance, and overall retirement plan to make informed recommendations that align with their needs and objectives.

This course makes a few assumptions about you the student:

• You are a currently licensed Insurance Agent.
• You are interested in additional information, resources, and knowledge regarding the inner workings of Annuities and Suitability or Investments in general.

In insurance, as in all sales fields, the more familiar you are with a product, the more knowledgeable you can be in assisting you clients and ensuring their understanding of products so that they may make clear and concise decisions.

If you are planning on selling financial services products, you should dedicate enough of your time to learning how they work using resources like this course. You do yourself and your clients great service when you effectively communicate how financial services products can benefit them. Today, individuals must take on much of the responsibility for their financial future.