Overview
Gain comprehensive knowledge on the fundamentals of annuities and their application in client retirement planning.
Course Highlights
Explore key concepts such as annuity types, premium payment options, and tax implications to better advise clients. Identify owner, annuitant, and beneficiary roles, examine withdrawal rules, and analyze contract types like fixed, variable, and indexed annuities. Enhance client suitability and regulatory compliance, focusing on annuity riders, tax considerations, and financial protections. Build skills to assess annuities within the broader market context, addressing liquidity needs and time horizons, and apply best practices in sales and regulatory requirements to confidently support client goals.
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With CEU Unlimited enjoy 12-month access to over 150 on-demand courses and live webinars approved for producers and adjusters licensed in property and casualty or life and health with NO state reporting fees and NO hidden fees. By selecting CEU Unlimited you will gain:
- 12 months of full access to more than 150 on-demand courses and live webinars approved for:
- P&C and L&H insurance licenses
- Specific state requirements including ethics credits
- NO state reporting fees
- NO hidden fees
- Enjoy practical, relevant content designed by industry experts
- Stress less with unlimited exam retakes
- CE credit hours reported within two business days
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