Wisconsin Annuity Suitability Training WI - (Meets State Annuity Requirement)

 

Get an introduction to annuities: various types, issues surrounding sale, distribution opportunities, tax consequences, and more.

Includes: Certificate of Completion

Approval: #65395

Credit Type: Annuity Training

Credit: 4 Hour(s) | Language: English

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About this Course

This course introduces the specialized area of annuities. You will learn about the
various types of annuities, their specific distribution opportunities, tax consequences for
withdrawals, and the parties to an annuity. Specifically, you will learn about the
provisions associated with fixed, variable, and indexed annuities and how they affect
consumers.

Regulatory Information

Name:Wisconsin Office of Commissioner of Insurance
Phone:608-266-3585
Fax:608-266-9935
Website URL:https://oci.wi.gov/
Email Address:ociagentlicensing@wisconsin.gov
Address:125 Webster StreetP.O. Box 7873
City:Madison
State:WI
Zip:53707-7873

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