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Advisor Annuities and Retirement Income

Topic

Retirement Savings and Income Planning

Program ID

336719

Hours

1

Format

Live / Conference Session

Complexity

Overview

Description

An overview of the advisory annuity space, with a specific focus on RETIREMENT INCOME PLANNING. Beginning with implementation realities for Fee-Only advisors, and including a crash course on annuity taxation and the solutions most utilized today

Learning Objectives

To educate advisors about the types of advisory annuities utilized by Fee-only professionals today