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Paul J. Winn - Annuities and the Best Interest Standard ( No Audio)

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Overview

Overview

Grow your understanding of annuities and how they function as you examine the mechanics of the accumulation and payout phases of an annuity. Explore settlement options and appropriate uses of each.

 

Course Highlights and Assignments:

Grow your understanding of annuities and how they function as you examine the mechanics of the accumulation and payout phases of an annuity. Explore settlement options and appropriate uses of each.  Discuss taxation of annuities including federal income tax treatments for premature withdrawals, lump-sum distributions, and periodic payments. Review different annuity contracts available and compare them with respect to client suitability, with particular emphasis on variable and fixed annuities.  Both product types are discussed in terms of single vs. periodic premium, immediate vs. deferred, qualified vs. non-qualified, and settlement options.

 

Verify your state CE requirements prior to enrolling in your course.

Module 1:
Introduction to Annuities and Annuity Buyers
Module 2:
Characteristics of Annuities
Module 3:
Variable Annuities
Module 4:
Types of Fixed Annuity Contracts
Module 5:
Annuity Taxation
Module 6:
Annuity Sales Practices, Replacement and Disclosure Requirements