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Free course template · US federal

Annuity best interest: Suitability, disclosure and documentation for producers

A ready-made course, live deck and two surveys for licensed producers. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • A kitchen-table review
  • What would you ask first?
  • Timeline
  • Quiz

  • Four obligations
  • The consumer profile
  • Accordion
  • Flashcards
  • Matching quiz

  • Five steps
  • The replacement test
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • The roof repair
  • "Just sign it"
  • Sort the conflicts
  • Scenario
  • Sorting activity
  • Matching quiz

  • Supervision is on your side
  • A colleague's file
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

What should Sam ask Lena first?

 

Her need for the money, and when, decides which options are reasonable. Asking first stops Sam recommending a product that could lock the money away when she needs it.

Lesson 1, The retirement review, teaches this. See the outline

Question 2 of 3

Which fact matters most for Lena's decision?

 

She may need part of the money within two years. That is a liquidity need and a time horizon, and it decides which options are reasonable.

Lesson 3, From fact-find to recommendation, teaches this. See the outline

Question 3 of 3

A supervisor sends your file back with a question. What is the best way to see it?

 

A question before issue is a chance to fix a gap while it is easy. It is not a penalty, and it does not wait until after the contract issues.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Annuity best interest: Suitability, disclosure and documentation for producers

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Slate mono

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: The retirement review · 8 min

    Before you begin · A kitchen-table review · What would you ask first?

  • Lesson 2: The best interest duty in brief · 8 min

    Four obligations · The consumer profile · Check

  • Lesson 3: From fact-find to recommendation · 8 min

    Five steps · The replacement test · Check

  • Lesson 4: Grey areas · 8 min

    The roof repair · "Just sign it" · Sort the conflicts

  • Lesson 5: Speak up and apply · 8 min

    Supervision is on your side · A colleague's file · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Before a producer first sells annuities, as a refresher when state rules change , and when supervision finds documentation gaps.

Licensed producers who recommend annuities, and the supervisors and compliance reviewers who approve annuity sales; run by the compliance or sales training lead.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Compliance policy link
  • Reporting route
  • Jurisdiction rules link
  • Licensing or ce contact
  • LMS or record system
  • Supervision procedure
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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