Event Information
2026 - Webinar - Annuity Best Interest Training (State Required) - Oct. 30
Friday, October 30, 2026
9:00 AM - 1:00 PM
iCalendar
Central Standard Time
This class is being offered by ELCO Mutual in partnerhsip with Big I Illinois - to regsiter for this class click here to be redirected to the ELCO registration page.
With succesful completion, this course will satisfy the four hour requirement to sell annuities in the state of Ilinois and earn 4 hours of Illinois general CE.
Annuity Best Interest Training
As annuity regulations continue to evolve, it is more important than ever for insurance professionals to understand current best interest requirements and how they impact recommendations, documentation, and client conversations.
Based on the latest annuity suitability and best interest standards, this session is designed to help producers better understand annuity products while maintaining compliance with applicable requirements.
During this session we will cover:
•Types and classifications of annuities
•How annuities are used to address client income and retirement needs
•Key annuity contract features and riders
•Annuity taxation fundamentals
•Best interest standards and producer obligations
•Consumer profile information requirements
•Documentation and record-keeping expectations
•Current regulatory and compliance considerat
This class is being offered by ELCO Mutual in partnerhsip with Big I Illinois - to regsiter for this class click here to be redirected to the ELCO registration page.