This course was built to an industry standard to provide a comprehensive overview of the topic and to meet the expectations of regulators, policymakers, and the public. Because of our diverse membership, LIMRA has the unique ability to reflect and address the needs of insurance and financial services firms.
Two Courses, designed to quickly get new and experienced producers ready to sell annuities in states that have enacted the new Model Rule 275. Courses are approved for CE credit and are available on the Compliance Education Platform and Annuity XT.
An Overview of the New Best Interest Standard for Annuities
- NAIC Model Regulation 275
- One-hour course
Fundamental Annuity Concepts
- Types, structure, taxation, and appropriate sales practices
- Four-hour course