Course purpose
Vermont's one-time annuity training a producer must complete before selling, soliciting, or negotiating annuities. It teaches the best-interest standard of DFR Regulation No. I-2023-01 (Suitability in Annuity Transactions) (the NAIC 2020 Suitability in Annuity Transactions Model Regulation, effective July 5, 2024) 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 Vermont's unfair trade practices law (8 V.S.A. §§ 4723-4724 (Insurance Trade Practices)) and producer discipline (8 V.S.A. § 4804 (Chapter 131)) - with lesson knowledge checks, a final exam, a certificate, and CE reported to Vermont Department of Financial Regulation through Prometric / Sircon. 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 Vermont licensing exam; it is post-license continuing education only.
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.
