Annuity NAIC Best Interest (Oregon) - 1 Hour - March 2024 (Zoom only)

14mar11:00 am12:00 pmAnnuity NAIC Best Interest (Oregon) - 1 Hour - March 2024 (Zoom only)

Event Details

Join us for a 1 hour course presented by resident expert John Lenz on acting in the best interest of clients when selling annuities. This course will satisfy the recently revised NAIC Suitability in Annuity Transactions Model Regulation (Model # 275).

In order to attend the meeting via Zoom, you need to:


1) Register/Sign up for a Zoom account (there is a free option, you do NOT need a paid subscription)
2) Be able to connect to the meeting via video. A laptop/desktop with a webcam is preferable, but a cell phone works in a pinch if necessary.

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Time

(Thursday) 11:00 am - 12:00 pm PST

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