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OH Annuity Best-Interest CE Course Information

Review the Ohio Annuity Best-Interest Training CE - 4 Hours course information, education-only boundaries, acceptance guidance, timing rules, certificate controls, and public tuition before enrolling.

Course purpose

Bilingual online 4-hour course satisfying Ohio's one-time annuity training a producer must complete before selling, soliciting, or negotiating annuities. It teaches the annuity best-interest standard of OAC 3901-6-13 (Suitability in Annuity Transactions, effective February 14, 2021, adopting the NAIC 2020 model) and the four obligations - care, disclosure, conflict of interest, and documentation - plus annuity fundamentals, taxation and IRC § 1035 exchanges, replacement analysis, Ohio's unfair and deceptive practices (ORC 3901.21), senior protection, and the ODI discipline process under ORC Chapter 3905 (ORC 3905.14) - with lesson knowledge checks, a final exam, a certificate, and CE reported to the Ohio Department of Insurance through the provider.

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 an Ohio licensing exam; it is post-license continuing education only. It does not by itself complete your full biennial Ohio requirement (24 CE hours including 3 ethics hours); pair it with your other approved Ohio CE.

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.

Next steps for students

Review this information before enrolling. If the course fits your situation, you can continue to checkout or return to your student account.