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California 8 hour annuity training course answers

California 8 hour annuity training course 3rd edition answers 2026

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The document is an 8-hour training course final exam for annuities provided by Affordable Educators. It includes instructions for submitting answers, options for grading and certification, and a series of multiple-choice questions covering various aspects of annuities, including types, risks, legal responsibilities, and advertising regulations. The exam aims to assess the knowledge gained from the training course.

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Can the annuitant be the same person as the annuity owner?

The annuitant and owner of the annuity are often the same person on the contract. When you name a beneficiary, they are entitled to the annuity funds when the annuity contract owner dies.

Which annuity payout option allows the policyowner to choose a predetermined number of benefit payments?

Which annuity payout option allows the policy owner to choose a pre-determined number of benefit payments? The period certain payout guarantees payments for a specific number of years, typically 5 to 20 years.

What will the beneficiary receive if an annuitant dies during the accumulation period?

If the annuitant dies during the accumulation period, the beneficiary receives benefits from the annuity: either the amount paid into the plan or the cash value - whichever is greater. If a beneficiary is not named, the benefit will be paid to the annuitants estate.

annuity training requirements by state

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What entity is required to verify that a producer has completed annuity training before the producer may sell annuity products?

CDI provides an Annuity Training Report that enables insurers and agencies to verify their agents' course completion. CDI has also placed the Annuity Training that was completed by the agents on the agent's Check A License Page, under the "Continuing Education Link."

Can the annuitant also be the beneficiary?

While an annuitant and contract owner or holder can be the same person, an annuitant cannot also be the beneficiary. Beneficiariesinherit the remaining payout of the annuity when the annuitant or measuring life dies. Annuities have several payout options.

What series do you need to sell annuities?

If you want to sell variable annuities or mutual funds, you will need a Series 6 and 63. If you simply want to offer fixed annuities and life insurance products for guaranteed income or asset protection needs, you will only need a life insurance license in the states you intend to do business.

How do I sell an annuity in California?

Any agent who sells annuities in California must have completed the initial eight hours of training. Any newly licensed agent must complete the initial eight hours of training prior to soliciting individual consumers for annuity sales.

What license do I need to sell annuities in California?

As long as you have completed the California specific eight-hour CDI approved annuity training course, you are authorized to sell annuity products during the current license term.