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California Insurance Agents’ 4-Hour Annuity Training ...

California Insurance Agents 4- hour Annuity Training Course How Fixed, Variable, and Index Annuity contract Provisions Affect Consumers Sandi Kruise Insurance Training Quality Education for Insurance Professionals 1-800-517-7500 2 (c) Copyright Sandi Kruise Insurance Training 10-29-2012 Contents Curriculum Objective Training Goals .. 4 I. Identify and discuss suitability 5% .. 5 A. Licensing requirements for life-only agents .. 15 1. Training (section of the CIC) .. 15 B. Checklist as required by Section (e) of the CIC .. 15 C. Insurer responsibilities as required by Section (f)(D) and (E) of the CIC .. 16 II. Identify and discuss contract provisions that are typically common to annuities 10%.

California Insurance Agents’ 4-Hour Annuity Training Course . How Fixed, Variable, and Index Annuity . Contract Provisions Affect Consumers . Sandi Kruise Insurance Training

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