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Description
This seminar is designed to provide the students with a detailed review of annuity contract ownership issues and the roles that the different contract players. Through case study the financial professional will be able to structure the annuity contract to best fit the needs of the client.
Learning Objectives
Discussing the types of annuities and annuitant benefits.
Reviewing the role of each as well as the roles of the different parties to a
contract
The phases of an annuity contract, including death benefits, distributions and
spousal exceptions.
Providing common examples of annuity structures.