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What qualification must a person have in order to sell variable annuities?

Alongside obtaining a state insurance license, you may also need a Series 6 or Series 7 license from FINRA, depending on the type of annuity that you intend to sell.

What license do you need to sell annuities in California?

The Series 6 license allows you to sell packaged investment products, including variable annuities, while the Series 7 license encompasses the sale of all securities products, including packaged investment products and individual securities, like corporate stocks and bonds.

How many hours of continuing education in ethics must agents complete each licensing term?

California Insurance Code (CIC) Section 1749.3 requires Property Broker-Agents and/or Casualty Broker-Agents and Life agents and/or Accident and Health or Sickness agents to complete three hours of ethics training during their two-year license term.

What is annuity training?

Course Description. California 8-Hour Annuity Training is taken 1 time only to begin selling annuity products. The course is a state approved insurance continuing education study that is required for a California agent to begin selling annuities.

What are the requirements for annuity training in California?

What is the California annuities training requirement? California law requires Life licensed agents to complete eight hours of California specific annuities training prior to soliciting individual customers in order to sell annuities.

How much best interest training is required for annuity?

Producers licensed on or after a states annuity Best Interest regulations effective date, are required to complete a 4-hour annuity Best Interest certification course covering: Annuity types, classifications, and primary uses.

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What qualification must a person have in order to sell variable annuities?

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What qualification must a person have in order to sell variable annuities?

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What is annuity training?

What are the requirements for annuity training in California?

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How much best interest training is required for annuity?

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