Course purpose
Montana's one-time annuity training a producer must complete before selling, soliciting, or negotiating annuities. It teaches the best-interest standard (MCA 33-20-807 (producer training) and 33-20-805 (best-interest obligations), Part 8 (Suitability in Annuity Transactions), enacted by SB 363 (2021), adopting the NAIC 2020 best-interest revisions (Model #275), effective October 1, 2021) and its four obligations - care, disclosure, conflict of interest, and documentation - plus annuity types and classifications, the parties to an annuity, product features, the income taxation of qualified and non-qualified annuities, the primary uses of annuities, and appropriate standards of conduct, sales practices, replacement, and disclosure, with the Montana Unfair Trade Practices Act (MCA Title 33, Chapter 18; unfair claim settlement practices MCA 33-18-201) and the Montana Commissioner of Securities and Insurance (CSI), Office of the Montana State Auditor discipline (MCA Title 33, Chapter 17) - with lesson knowledge checks, a final exam, a certificate, and CE reporting. Delivered as a bilingual online 4-credit course.
Acceptance responsibility
There is no single national approval body for this type of education course. If a court, officer, employer, school, or agency assigned the course, confirm that they accept an online certificate course before paying or relying on completion.
Before-purchase review materials
Students can share the course name, 4 hours / 240 minutes length, curriculum preview, published price, education-only boundaries, and verification details before paying.
Education-only boundary
This course is not pre-licensing and does not qualify you to sit for a Montana licensing exam; it is post-license continuing education only. Montana-approved continuing education (Montana Commissioner of Securities and Insurance (CSI), Office of the Montana State Auditor, Provider #500033125). CE credit is earned only for the line(s) of authority and credit type the CSI approved for this course; confirm the credit type and hours apply to your specific license and renewal requirement before relying on it. Completion and CE credit are reported to the Montana Commissioner of Securities and Insurance (CSI), Office of the Montana State Auditor; the certificate documents completion but acceptance toward your renewal is governed by the CSI's records. Verify your CE transcript after completion.
Course timing
The course requires 4 hours / 240 minutes total. Lessons are completed online in sequence, and active course time is measured before the certificate can be issued.
Certificate requirements
A certificate is available after the student completes the course sequence, satisfies identity and seat-time controls, and passes the final review.
Bilingual access
The public information and core learning path are available in English and Spanish.
Price-match review
The posted tuition is $24.99. If a student finds a lower current public price for a comparable online certificate course, the request can be reviewed for a price match before purchase.
Support route
Support is handled by FAQ and email. A public phone number is not displayed unless a controlling rule requires one.
