Instructor

Chris Kazor, CIC, Lutcf, CDEI

Phone

813.833.5777

Email

admin@isotampabay.com

Office location

Isotampabay.com

Office hours

Tuesday or Wednesday  3PM – 7 PM

Weekends by appointment

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Course Overview: Annuity Review and Uses– 4 CE Hours

Course Description:This class is designed for both new agents and experienced professionals. In the first unit, we will conduct a comprehensive review of how annuities function, exploring their various features and benefits. Next, we will examine the key players in an annuity and their roles in managing the annuity. Finally, we will examine the tax implications of various types of annuities.

Course Text :Insurance School of TampaBay – Student Support Document ( Outline Syllabus )

Course Resources:Provided on Student Dashboard

Please view each unit’s video presentation while referring to your student support document. After each section, complete a short quiz. Once you have finished all four video presentations and quizzes, proceed to take the 25-question exam. Achieving a score of 70% or higher will earn you four hours of continuing education credit. If you do not receive confirmation from the DFS within 72 hours, please contact us at 813-833-5777.

UNIT 1

Quiz 1

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UNIT 2 WHO’S WHO AND WHAT’S WHAT IN ANNUITIES

QUIZ 2

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UNIT 3 – Using Annuities

QUIZ 3

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UNIT 4    UNCLE SAM’S TAKE – ANNUITY TAXATION

Quiz 4

CLICK HERE TO TAKE THE FINAL