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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