Description
This course provides an overview of variable annuities, including insurance and investment features, annuity phases, fees and expenses, and factors relevant to the selection of a variable annuity contract.
Learning Objectives
After completing this course, you will be prepared to:
- Identify the primary features and characteristics of variable annuities, including investment and insurance features.
- Explain the operation of a variable annuity contract and variable investment options during the accumulation phase.
- Identify the options available to contract owners when taking distributions from a variable annuity and important considerations associated with withdrawals and annuity payments.
- Identify the various fees, expenses, and other potential costs associated with variable annuities.