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2025 Mandatory for licensing

Annuity 4 hr  ~ Printed Book  ~ Online PDF
Annuity 8 hr   Printed Book   Online PDF
Life Agent 4hr   Printed Book  ~ Online PDF

2025 4 HR Mandatory Annuity Training (391819) Open Book-Online PDF2025 4 HR Mandatory Annuity Training (391819) Open Book-Online PDF

$19.95 (USD)

Senate Bill 263 Insurance: annuities and life insurance policies, life agents licensed renewal. Life agents must complete the new 2025 Annuity 4-hour training course prior to renewing their license. ~  4 HR 2025 Annuity Printed Book Course

Satisfy the Calfiornia Department of Insurance Annuity renewal requirement with this 4-hour course each term. 

Continuing Education Hours (CA Only): Covers Annuity renewal requirement.

License Type: Life

Topics Covered: In this day and age of insurers and producers failing to ethically sell annuities which drastically affects our senior population, it is imperative the agent has a complete understanding to NAIC’s Suitability Model and how it is integrated into the California Insurance Code. 

Course includes:  PDF Book Online, Exam Online, Certificate of Completion Online, CDI Credit included.
Unlimited access to complete, No subscriptions, Unlimited quiz try's, 3 quiz questions per credit hour, Open-book format on PDF classes, No timers, How-to video, Instant Certificate of Completion online, Credits reported to the California Department of Insurance next business day - you always get credit the date you pass.

 

The 8-hour Annuity course is required before a life insurance agent solicits, sells and collects on an annuity policy.

Senate Bill 263 (Dodd, Chapter 2, Statutes of 2024) Insurance: annuities and life insurance policies, life agents licensed on or after January 1, 2025, must complete the new 2025 Annuity 8-hour training course prior to soliciting annuity business. Life agents who hold a lifeline of authority prior to January 1, 2025, must complete the new 2025 Annuity 8-hour Training course no later than July 1, 2025.

~ 8 HR Annuity - Printed Book Course
~ 8 HR Annuity - Online Course PDF

 

Need help?
Call us Mon-Fri 10am-6pm for free and friendly support at 800-669-4799 or 916-927-7299

Credits: 4
Estimated Length: 4 hour(s)
Valid for: 1 Year(s)

Lessons

Name View Schedule
Online Lesson1. How-To Video CE -
Online Lesson2. 2025 4 HR Mandatory Annuity Training (391819 Annuity 4hr DD) Book -
Online Lesson3. 2025 4 HR Mandatory Annuity Training (391819 Annuity 4hr DD) Quiz -
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