Description
Annuities can play a large role in many portfolios, offering a relatively safe way to provide extra income in retirement years. This course will give an overview of all annuity offerings and delve deeper into a relatively new annuity called the "variable index annuity" or "buffer annuity". By the end of this course, you should have an in-depth knowledge of how variable index annuities differ from other types of annuities, the benefits and drawbacks of these annuities, and how to find out if they are appropriate for your clients and how to explain them to your clients should you feel they are an appropriate choice.
Learning Objectives
At the end of this course, students should have an in-depth knowledge of how variable index annuities differ from other types of annuities, the benefits and drawbacks of these annuities, and how to find out if they are appropriate for clients. They’ll also be able to explain variable index annuities to clients if they are in fact an appropriate choice.