Oklahoma Annuity Training Course OK - (Meets State Annuity Requirement)

Examine the rules and regulations for selling annuities in Oklahoma, along with their various types, uses, and taxation.

Includes: Certificate of Completion

Approval: #1009006

Credit Type: Annuity

Credit: 4 Hour(s) | Language: English

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About this Course

This course introduces financial professionals to the rules and regulations that must be followed in order to sell annuities in the state of Oklahoma. This course will also examine annuity types and their various classifications. We will also examine rules that deal with the suitability of annuity transactions, including the standards and procedures for recommendation to consumers, making sure the insurance needs and financial objectives of the consumer are met and properly matched with the correct annuity products. The different ways annuities can be used will also be discussed, along with an overview of the taxation of annuities.

Regulatory Information

Name:Oklahoma Insurance Department
Phone:405-521-2828
Fax:405-521-6652
Website URL:https://www.oid.ok.gov/
Email Address:licensing@oid.ok.gov
Address:400 NE 50th Street
City:Oklahoma City
State:OK
Zip:73105

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