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OK Annuity Best-Interest CE Course Information

Review the Oklahoma 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

Oklahoma's one-time annuity training a producer must complete before selling, soliciting, or negotiating annuities. It teaches the best-interest standard of OAC 365:25-17-7.1 (OID Bulletin No. 6-2023) (the NAIC 2020 Suitability in Annuity Transactions Model Regulation, effective September 1, 2023) 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 Oklahoma's unfair trade practices law (36 O.S. §§ 1201 et seq. (Unfair Practices and Frauds; unfair claims at 36 O.S. § 1250.1 et seq.)) and producer discipline (36 O.S. § 1435.13 (Oklahoma Producer Licensing Act)) - with lesson knowledge checks, a final exam, a certificate, and CE reported to Oklahoma Insurance Department through the NAIC State Based Systems (SBS). 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 an Oklahoma licensing exam; it is post-license continuing education only. Oklahoma-approved continuing education (Oklahoma Insurance Department, Provider #500033127). CE credit is earned only for the line(s) of authority and credit type the Department 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 Oklahoma Insurance Department; the certificate documents completion but acceptance toward your renewal is governed by the Department'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.

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.