Suitability of Annuity Transaction for Seniors (CE 9911)

Any person who holds a license to solicit or sell life insurance in Florida must complete a minimum of 3 hours in continuing education on the subject of suitability in annuity and life insurance transactions. A licensee may use the hours obtained under this course to satisfy the requirement for continuing education in ethics under prior law.

Goals:To provide an in-depth discussion on annuities and how they relate to seniors and the suitability requirements under Florida Law, while meeting these new state requirements. The actual law is quoted, outlining these requirements, giving the financial representative necessary information to stay with-in these guidelines.

This course applies to:
License Credit Hours
(2-16) Life Insurance 4.0
2-14 (L & VA Insurance) 4.0
2-15 (L, H & VA Insurance) 4.0
2-18 (L & H Insurance) 4.0
8-14 Nonresident LIfe & Variable Annuity 4.0
8-15 Nonresident Life, Health & Variable Annuity 4.0
8-16 Nonresident Life 4.0
8-18 Nonresident Life & Health 4.0
CE 9911 4.0

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