Description
Learn how annuities can satisfy client investment goals. This course discusses the features of annuities and where they belong within the range of retirement saving and distribution options that are available to clients. The course links annuity features to the sales process.
Learning Objectives
Learning objective 1: Explain the characteristics of an annuity including contribution and distribution options and differentiating between immediate and deferred annuities.
Learning objective 2: Compare and contrast annuities (fixed and variable) with other investment alternatives, including an analysis of costs, contract terms, and taxation.
Learning objective 3: Recommend an annuity that is suitable for a client's needs.