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California 2025 Four-Hour Annuity Training

Course Description

The 4-hour Annuity Suitability and Best Interest Standards course is a renewal requirement for any resident or non-resident life agent who has already completed the initial 8-hour training and who sells, solicits, or negotiates annuity products during that license term.

Training Content

Approved 4-hour annuity training courses in California must cover topics related to the state's annuity laws and "Best Interest Standards. Key topics include: 

  • California laws and regulations
  • Prohibited sales practices
  • Annuity suitability and the new "Best Interest Standard" obligations
  • Types and classifications of annuities (fixed, indexed, variable)
  • Taxation of annuities
  • Specific issues related to senior consumers
  • Fraudulent and unfair trade practices 

Hours
  4

Price
  $19.00

License Type
  Follow up

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