Annuity Basics for Pennsylvania - Annuity Suitability (4 CE Credits - 25 question final) is the required course for individuals selling annuities in Pennsylvania. It includes sections on annuity principles and concepts, annuity uses, Pennsylvania and Federal taxation, and annuity suitability requirements as mandated by Act 48.
Student self-studies and receives a CE certificate after passing an on-site (home or office) exam that must be monitored by a disinterested third-party (anyone other than a relative or direct supervisor). Multiple retakes of the final exam are permitted. The Annuity Basics for Pennsylvania self-study online CE course includes:
- PDF manual, PowerPoint slides, flash cards, and final exam
- Pennsylvania CE Certificate
Individuals purchasing the online CE course will receive an e-mail (during normal business hours) with directions on accessing the course.
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