Description
In offering a look at some of the unique options annuities offer, Equity Indexed Annuities will help financial professionals gain a comfort level when discussing the product with suitable clients. The course also covers the role of fixed annuities in retirement planning as well as a look at the evolution of indexed products.
Learning Objectives
Often thought of as a hybrid of the fixed and variable annuity products, the equity-indexed annuity (EIA) is a product all its own. This course requires a basic understanding of annuity products in order that students can jump immediately into the EIA investment vehicle. Students will acquire a level of comfort to apply when selling the EIA product to clients. The evolution of the EIA is explained, as well as the unique and possibly misunderstood, elements to the EIA.