top of page

This 4-hour web-based CE course is the mandatory continuing education course for individuals with the authority to sell annuities in Pennsylvania. It will address annuity principles and concepts, annuity uses, Pennsylvania and Federal taxation, Pennsylvania sales practices including replacement, and annuity suitability best interest requirements as mandated by the Pennsylvania Insurance Department. Emphasis is placed on understanding annuity uses with a focus on promoting consumer suitability based upon Pennsylvania's revised Annuity Suitability Best Interest Standard under Act 99.


Dr. George E. Krauss, CPCU, CLU, ChFC, ARM is the instructor. George has authored numerous books on insurance including the Pennsylvania licensing texts Essentials of Property Casualty Insurance and Essentials of Life, Accident and Health Insurance;  annotated analyses of the Homeowners Policy, the Personal Auto Policy and the Dwelling Policy published by the Rough Notes Company and the Businessowners Policy published by the National Underwriter Company.

Pennsylvania Annuity Suitability - Best Interest Standard Web- Based CE Course

    bottom of page