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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