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Understanding Annuities in Client Retirement Planning

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Overview

Overview

Strengthen expertise in incorporating annuities into client retirement plans. 

Course Highlights

Strengthen expertise in incorporating annuities into client retirement plans. Explore various annuity types, assess their advantages and limitations, and recommend suitable riders to match client needs. Gain insights into regulatory compliance and best practices for client suitability. Master skills to provide tailored retirement solutions that enhance client satisfaction and trust.

Module 1
Introduction
Module 2
Introduction to Annuities
Module 3
Accumulating Funds Using Deferred Annuities
Module 4
Annuity Contract Provisions
Module 5
Annuities as an Investment Vehicle
Module 6
Annuity Markets
Module 7
Annuities and Taxation
Module 8
Conclusion
A pink piggy bank swims cutely in a bath of gold coins.

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