WELCOME, – Suitability in annuity transactions
Continuing Education L&H
ORIENTATION
Instructor Chris Kazor, CIC, Lutcf, CDEIPhone 813.833.5777 – Email admin@isotampabay.com
Office hours:Tuesday or Wednesday, 3PM – 7 PM,Weekends by appointment
Course Overview:– Suitability in annuity transactions, the 2024 Changes 4 CE Hours
Course Description Title: Suitability in Annuity Transactions: Changes for 2024
ARE YOU COMPLIANT? Last year, Florida implemented significant updates to the Suitability in Annuity Transactions regulations as part of its efforts to align with the NAIC Best Practices for Annuity Suitability. This course provides a comprehensive overview of the new legislation and clarifies various terms, rules regarding compensation, and disclosure requirements.
Course Text : Insurance School of TampaBay – Student Support Document ( Outline Syllabus )
Course Resources: Provided on Student Dashboard
UNIT 1 – Pages 1 – 6 = Student Support Document
Unit 1 Quick Quiz
UNIT 2 – Pages 6 – 18 = Student Support Document
UNIT 2 QUICK QUIZ
UNIT 3 – Pages 18 – 27 = Student Support Document