| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code of Ethics (Required ETHICS)**($20) (Online) | 2 | $35.5 | Buy |
|
| Anti-Money Laundering (Online) | 5 | $32 | Buy |
| Anti-Money Laundering (Text Book) | 5 | $42 | Buy |
|
| Annuities (Text Book) | 5 | $51 | Buy |
|
| Annuities Today (Online) | 7 | $32 | Buy |
| Annuities Today (Text Book) | 7 | $51 | Buy |
|
| Asset Allocation (Online) | 4 | $32 | Buy |
| Asset Allocation (Text Book) | 4 | $61 | Buy |
|
| Business Retirement Plans (Online) | 4 | $22 | Buy |
| Business Retirement Plans (Text Book) | 4 | $32 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $20 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $27 | Buy |
|
| Estate Planning (Online) | 7 | $32 | Buy |
| Estate Planning (Text Book) | 7 | $51 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $22 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $51 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $22 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $32 | Buy |
|
| Got Retirement? What About IRAs..... (Online) | 3 | $27 | Buy |
| Got Retirement? What About IRAs..... (Text Book) | 3 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $32 | Buy |
| Health Insurance Plans (Text Book) | 4 | $61 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $21 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $32 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $32 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $61 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $22 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $32 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $32 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $51 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $32 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $42 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $32 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $61 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $22 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $51 | Buy |
|
| Personal Income Protection (Online) | 3 | $20 | Buy |
| Personal Income Protection (Text Book) | 3 | $27 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $32 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $51 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $51 | Buy |
|
| Senior Fraud Awareness (Online) | 3 | $32 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $20 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $32 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $51 | Buy |
Suitability in Annuity Transactions
Description
Your course was designed, constructed and written to provide you with quality continuing education towards your CE requirements. This course focuses on the specialized area of Annuities with special attention to the various types of annuities and issues specific to states in the world of accumulation through annuities.
It highlights distribution opportunities and tax consequences for withdrawals that are a fundamental component of annuity accumulation programs. It explores the types of annuities - Fixed, Variable, and Indexed - due to the many types available in the marketplace.
The parties to an annuity are reviewed along with their rights and responsibilities. It looks closely at the provisions of fixed, variable, and indexed annuities; and how they affect consumers. Taxation of qualified and non-qualified annuities is dissected and illustrated. It reviews specific qualified tax sheltered plans. The primary uses of annuities are also examined.
The Senior Market and its uniqueness is discussed. We also take a look at consumer attitudes toward retirement.
This annuity training course includes information on the following topics:
* The types of annuities and various classifications of annuities;
* Identification of the parties to an annuity;
* How fixed, variable and indexed annuity contract provisions affect consumers;
* The application of income taxation of qualified and non qualified annuities;
* The primary uses of annuities;
* Appropriate sales practices; and
* Replacement and disclosure requirements.
Besides the goal of fulfilling your special continuing education requirements, it is our hope that you will acquire a new and/or renewed level of competency and insight into this highly critical area of people's financial future; that of saving and accumulating dollars for use in the future through annuities.
Whether you are a newer agent or a veteran, we're confident that you will gain new insight into this critical area for Americans as well as sharpen your saw on current info and regulations pertinent to this area of your expertise.
(152 pages - 30 questions)
(Close Detail) |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $61 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $32 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $61 | Buy |
|
