Live Webinar – NEW MANDATORY – Best Interest Law for Annuity Sales – Course #6000126726
March 16 @ 1:00 pm - 2:00 pm CDTFree – $70.00
Best Interest Law for Annuity Sales
David Grunke, CHC, RHU, ChHC
1 WI CE Credit
Wisconsin Best Interest Law (2021 Wis. Act 260) requires an intermediary who engages in the sale of annuities to complete updated annuity training which includes the best interest standard. Producers that completed an approved annuities training course prior to October 1, 2022, must complete either a one-time, 4-hour annuity training best interest course or a one-time, 1-hour refresher annuity training-best interest course within six months of the effective date of the Act. The deadline line for intermediaries to complete this updated training is April 1, 2023.
Producers obtaining a new life license after October 1, 2022, must complete a one-time, 4-hour Annuity Training-Best Interest training course before selling annuities.