Pennsylvania: Annuity Training

Annuity Training

This course provides an in-depth examination of Annuities with an emphasis on the classification and contract provisions and the types of annuity plans available and their benefits.


  • Learn about annuity contract provisions and how benefits are determined.
  • Gain insight on qualified plans for annuity and their primary uses.

Major Subjects Covered

  • The Historical Development of Annuity Contracts
  • Annuity Types and Classifications
  • The Parties to an Annuity
  • Annuity Contract Provisions
  • Taxation of Annuities.
  • Qualified Plans and Annuities
  • The Primary Uses of Annuities
  • The Senior Market
  • Reserving Issues with Annuity Contracts
  • Consumer Attitudes Towards Retirement

Ethics Training – AL
Agent Ethics & Responsibilities – AL
Insurance Laws in the US – AL

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Hours: 7 All General Producer Lines