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4 Hour Annuity Course

Topic

General Principles of Financial Planning

Program ID

334568

Hours

4

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

This course will introduce Annuities, a financial contract designed to provide a stream of income, often used in retirement planning. The role annuities can play in retirement planning such as providing tax deferral, predictable income streams, and help managing longevity risk will be discussed.

Learning Objectives

Learning Objectives: 1. Attendees will learn general annuity concepts. 2. Attendees will learn about fixed annuities. 3. Attendees will learn about variable annuities and registered index-linked annuities.