This course was built to an industry-standard to provide a comprehensive overview of the topic and to meet the expectations of the regulators, the public, and policymakers. Because of our diverse membership, LIMRA has the unique ability to reflect and address the needs of insurance and financial services firms.
Two Courses, both CE eligible and available on the Compliance Education Platform and AnnuityXT
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