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Annuity Myths & Today's Reality

Topic

Risk Management and Insurance Planning

Program ID

322412

Hours

1

Format

Live / Live Webinar

Complexity

Intermediate

Description

We debunk common annuity myths using case studies and insights to todays array of products. We add perspective proving the answer is not "always" or "never" use an annuity but rather "which client and which annuity"

Learning Objectives

We look at annuities through a "probability" and "protection" perspective. We study the usage of QLAC, SPIA, DIA and indexed products with riders. We explain how mortality credits work.