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S. Or, Submit Answers & get Certificates online at CEclass.com click My Account More Exams & Books at CEclass.com CLICK TO PRINT EXAM, THEN MARK ANSWERS Name E-Mail Address: Phone ( ) City State Zip GO BACK TO STUDY BOOK Calif.

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The eight-hour annuity training course must be completed prior to soliciting the sale of any annuity products.

CDI provides an Annuity Training Report that enables insurers and agencies to verify their agents' course completion. CDI has also placed the Annuity Training that was completed by the agents on the agent's Check A License Page, under the "Continuing Education Link."

Annuities. Initial training requirement: An approved 8 hour Annuity Training course must be completed prior to soliciting the sale of any annuity products. On-going training requirement: An approved 4 hour Annuity Training Refresher course is required every renewal period thereafter.

This class provides the full 8 hours of California-specific annuities training insurance producers must complete before being permitted to sell annuities in the state, using the mandatory state-approved outline as well as the suitability in annuity transactions training standards promulgated by the NAIC.

Model #275 sets forth standards and procedures for recommending annuity products to consumers to ensure their insurance and financial objectives are appropriately addressed.

What entity is required to verify that a producer has completed annuity training before the producer may sell annuity products? CDI provides an Annuity Training Report that enables insurers and agencies to verify their agents' course completion.

How do interest earnings accumulate in a deferred annuity? The value of your annuity grows based on a guaranteed rate of return. These guaranteed rates are based on current interest rates and your contract period. Your contract will continue to grow in value over time unless you make withdrawals.

Effective July 8, 2021. Producers selling annuity products must complete a 4-hour Best Interest Annuity Suitability course.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232