The Baby Boomer Generation is retiring and experiencing the most profound financial crisis since the Great Depression. This class provides participants with an understanding of the standards and procedures that must be followed when offering annuities and other financial products. Learn how to address the insurance needs and financial objectives of vulnerable seniors in a framework that is in compliance with Florida regulations and statutory guidelines.

Class highlights include:

• Review Florida Statute 627.4554


• Required Disclosures


• Ethical Dealings and Mitigation of Responsibility


• Policyholder Bill of Rights – Florida Statute 626.9641


• Information the Agent Must Collect


• Free Look Laws


• Objectively Reasonable Basis for Recommendation


• Penalties for Non-Compliance


• Approved for 6 Hours of Elective Continuing Education