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Variable Annuities: Features, Benefits & Risks
Topic
General Principles of Financial Planning
Program ID
275432
Hours
1
Format
Self-Study / Traditional course (50+minutes)
Complexity
Intermediate
Description
The Variable Annuities: Features, Benefits & Risks course reviews the various types of annuity contracts and variable annuity subaccounts. After taking this course, you will be able to identify the different types of annuity contracts; understand VA subaccounts; distinguish the various expenses associated with VAs; explain the tax implications of investing in annuities; discuss common riders on VA contracts; and assess the suitability of variable annuity investments in a wide range of customer situations. Includes the structured investment option as a possible investment available to the contract owner to allocate premiums. Includes registered rep Regulation Best Interest requirements when recommending or selling a variable annuity.
Learning Objectives
The Variable Annuities: Features, Benefits & Risks course reviews the various types of annuity contracts and variable annuity subaccounts. After taking this course, you will be able to identify the different types of annuity contracts; understand VA subaccounts; distinguish the various expenses associated with VAs; explain the tax implications of investing in annuities; discuss common riders on VA contracts; and assess the suitability of variable annuity investments in a wide range of customer situations. Includes the structured investment option as a possible investment available to the contract owner to allocate premiums. Includes registered rep Regulation Best Interest requirements when recommending or selling a variable annuity.