Approved for 2-15 and 2-18 (life, health and variable annuities) licensees.
This course has been updated to include the 2024 legislative changes and satisfies Florida’s 4-hour continuing education requirement for an update course for licensed agents for compliance periods ending January, 2022 and thereafter. This course provides a review of an agent's regulatory, ethical and legal requirements. Unfair Methods of Competition and Unfair or Deceptive Acts and the Agent’s Code of Ethics are reviewed.
Class highlights include:
- Jurisdiction of Duties and Responsibilities
- Licensing and Appointment Requirements
- Marketing Regulatory and Ethical Guidelines
- Advertising and Recordkeeping Requirements
- Duties of Licensed Versus Unlicensed Personnel
- Updates to the Suitability of Annuity Sales Law
- Understanding Industry Products
- Disciplinary and Industry Trends
- Approved for 4 Hours of Life, Health and Variable Annuities Agents Law and Ethics Update (CE5-215) Continuing Education