The Trusted Choice Annuity Suitability Course
Total Credits: 4 including 4 CE Credit
- Average Rating:
- 51
- Categories:
- Life & Health
- Faculty:
- Dave Evans, CFP, AIF, AIFA, MBA | Robert Holt
- Duration:
- 4 hrs
Audience: Agent and Customer Service Training
Description
The Trusted Choice Annuity Suitability Course satisfies the 4-hour requirement for agents that are life insurance licensed that want to offer annuities. This course covers the following aspects:
1) The demographic environment confronting retirees;
2) The appropriate role of annuities in providing retirement income;
3) Types and characteristics of annuities;
4) Annuity tax considerations; and
5) Suitability and regulatory concerns.
Course Materials
| Please Read - Important CE Instructions and State Required Forms (564.3 KB) | Available after Purchase | ||
| Course Outline (26.7 KB) | Available after Purchase | ||
| Course Description & Viewer Next Steps (78 KB) | Available after Purchase | ||
Faculty
Dave Evans, CFP, AIF, AIFA, MBA Related Seminars and Products
401kSleuth LLC
Dave is a frequent author and speaker in the areas of employee benefits, retirement planning and financial literacy. Prior to co-founding 401kSleuth LLC, Dave was a SVP at the Big I and the President of Big I Retirement Services. He has authored over 150 articles and is co-author of The Practical Agency Planner and has testified before a Congressional Committee overseeing 401(k) Plan legislation following Enron's collapse. Dave has been quoted and featured in broadcast and print media outlets including CNN, CNBC, the Wall Street Journal, USA Today and the Washington Post and has been a guest lecturer at the Washington & Lee University School of Law in the area of employee benefits. He holds a B.A. in Economics from Grove City College and an M.B.A. from Case Western Reserve University. He is a Certified Financial Planner (CFP) and an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA).
Robert Holt Related Seminars and Products
Robert Holt is a sales leader with deep expertise in all facets of the life insurance industry to include life
and annuity sales and marketing, sales and new business operations, and training and development.
Robert is currently the Vice President of Life and Annuity Business Development for the Independent
Insurance Agents and Brokers of America (the “Big I”) and its consumer brand Trusted Choice. In his
current role, Robert leads the sales and marketing strategies and opportunities for Trusted Choice and
evangelizes the power of life insurance and annuities to provide security and peace of mind before and
after retirement. Robert began his insurance career selling term life insurance over the phone for an
online broker before moving on to create and build a high‐performing life and annuity sales team for a
non‐profit life insurance carrier. Robert led the design and launch of a whole life product that sold over
$10,000,000 of premium in the first year. He has been on the forefront of the crusade to bring B2C
marketing ideas and analytics along with CRM and marketing automation technology to the insurance
advising and sales process. Robert thrives in motivating others to be their best; whether its coaching
advisors and insurance professionals or a youth basketball team. Robert holds the Chartered Life
Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL)
designations from the American College of Financial Services. He is a Salesforce.com Certified
Administrator and has completed graduate work at the Northwestern University Kellogg School of
Management.
State Specific Details
State Approval Information Details AL - This course is approved for 4 hours of credit - # 6000065885Promo Video
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