Description
This course is designed to expand an insurance professional's knowledge of the suitability of annuities in the process of retirement planning. It looks at the development and distribution of the product. It differentiates between fixed and variable annuities, immediate and deferred annuities, and flexible and single-premium annuities. The course examines how insurers invest this retirement vehicle and discusses current and past tax treatment of annuities.
Learning Objectives
To assist insurance professionals to prioritize, understand, and retain the information containted in the online lecture presentation. The outcome of taking this course is to assure that licensed insurance professionals learn the materials well enough to have familiarity with the body of knowledge relative to annuities such that the producer can assist customers interested in annuities as a component in the retirement planning process.