Wisconsin Annuity Best Interest Training: Video and Audio Overview

6 Wisconsin CE credits · Course #6000128181 · ClearCert reported

ClearCert Approved

Wisconsin Annuity Best Interest Training is a 6-credit Wisconsin insurance continuing-education course from CEWisconsin, Wisconsin OCI-approved provider #20781. Fulfills ALL Wisconsin Annuity "Best Interest" training requirements. This page has a free 6-minute video overview and a 27-minute audio overview to use before you enroll or while you study. CE credit comes from the course material and its test, not from watching or listening.

Watch the video overview (6 min)

Published August 12, 2025 · 6 min · MP4

Listen to the audio overview (27 min)

Published April 25, 2025 · 27 min · MP3

What the course covers

Wisconsin Annuity Best Interest Training (6 credits, course 6000128181). The one-time annuity training Wisconsin requires under 2021 Wis. Act 260 (effective October 1, 2022), reported to ClearCert. Opens with OCI's June 29, 2022 bulletin on the Best Interest law, then covers what an annuity is, the four parties, STOA/STAT abuses, immediate vs deferred and fixed/indexed/variable designs, contract features and charges, surrender charges and free withdrawals, riders, annuitization and payout options, systematic withdrawals, taxation (TEFRA/LIFO, the 59-and-a-half penalty and its exceptions, exclusion ratio, 1035 exchanges, RMDs), and the NAIC best-interest model: care, disclosure, conflict-of-interest and documentation obligations, insurer supervision, safe harbor, producer training, and the three model disclosure forms.

Course facts

Credits: 6 (Wisconsin requires 24 every two-year license period)
Ethics credits: none; pair it with an ethics course if you still need your 3
Course number: 6000128181
Format: self-study reading, then an online multiple-choice test (70% to pass, unlimited free retakes, disinterested-party proctor required)
Reporting: CEWisconsin files your completion with the Wisconsin OCI; also reported to ClearCert

Ready to take Wisconsin Annuity Best Interest Training?

6 CE Credits

Open the course in the catalog, buy the credits you need, read, and test. Pricing is all-inclusive.

Go to the course in the catalog

Frequently asked questions

Do the video or audio overviews earn CE credit?

No. Wisconsin CE credit for Wisconsin Annuity Best Interest Training comes from reading the course material and passing its proctored online test with a score of 70% or better. Retakes are free and unlimited. The video and audio are free study aids.

How long are the video and audio overviews?

The video runs about 6 minutes and the audio about 27 minutes. Both were produced from the course material with Google NotebookLM; the video was published August 12, 2025 and the audio April 25, 2025.

How do I take Wisconsin Annuity Best Interest Training?

Buy CE credits on the catalog page (pricing is all-inclusive: the state submission fee and retakes are included), open the course, read the material, and take the test. This course uses 6 credits.

Does this course satisfy Wisconsin's annuity Best Interest training requirement?

Yes. It is the one-time six-credit training Wisconsin requires under 2021 Wis. Act 260, and CEWisconsin reports completions to ClearCert. The requirement is explained at cewisconsin.com/ast.html.

About these previews: the video and audio overviews were produced with Google NotebookLM from the course material. They summarize; the course text and its test are the authority. Page updated September 5, 2026.

Questions about a course?

Call or text Bill at 608-219-4985 or email mailadmin@cewisconsin.com