Annuities are an important financial planning tool offered by life insurance agents. Learn how to effectively advise your clients on these products by understanding:
Students must pass the final exam before a certificate will be issued.
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Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more. Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.
Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.
Annuities CE Video
Annuities CE Quiz