California 4-Hour Suitability & Best Interest in Annuity Transactions
This course is approved to meet California’s 2025 requirement for 4 hours of ongoing annuity suitability and best interest training. Life producers transacting annuity business must complete this training before each license renewal.
Who is required to take this course?
Additional annuity suitability training, meeting the “best interest” standard, is required for California Life Producers selling annuity contracts.
- Resident and nonresident licensees selling annuity contracts must complete an approved 4-hour Suitability and Best Interest in Annuity Transactions training before every license renewal.
- All newly licensed Life and Life and Health producers will need to complete an approved 8-hour Annuity Suitability and Best Interest training course before transacting annuity business.
This 4-hour course covers:
- Information required to be included, types of statements that may not be used, and inappropriate advertisements when advertising annuity products to persons 65 years or older;
- Prohibited sales practices for annuities;
- “Unnecessary replacement” and the requirements for in-home solicitations of annuity products;
- Medi-Cal requirements regarding annuity suitability transactions;
- Causes for license suspension and penalties in annuity product sales;
- Ethical responsibilities of the licensee and insurance company when selling annuities.
To better understand which Suitability and Best Interest Training Requirements you need to fulfill, follow this helpful flowchart.
Complete license renewals for all major lines: Life and Health and Property and Casualty
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Why Choose The All-Inclusive CE Course State Library?
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Access every course necessary to complete a standard Life & Health or Property & Casualty license renewal and required Product Trainings.
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Most states require 24 hours of continuing education to renew a Life, Life & Health, or Property & Casualty license.
Credit Hours
=$139.00
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Your first step for success is to understand your specific state's continuing education requirements for maintaining your insurance license. To see your state's specific available courses and requirements, please follow the link below. You will also find helpful information that you need to know
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