Life and Annuity Basics (20 CE Credits – 100 question final) – This program provides an overview of common life and annuity policies. It includes chapters on Insurance Regulations, General Insurance, Life Insurance Basics, Life Insurance Policies, Life Insurance Policy Provisions, Annuities, Federal Tax Considerations for Life Insurance and Annuities.
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 Life and Annuity Basics self-study CE course includes:
- Life and Annuity Basics (print study manual)
- Online Course (includes, PDF manual, PowerPoint slides, practices questions, and final exam)
- Pennsylvania CE Certificate
An online only version is available at a lower cost.
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