| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code Of Ethics**($15) (Online) | 2 | $30 | Buy |
|
| Annuities (Text Book) | 5 | $36 | Buy |
|
| Annuities Today (Online) | 7 | $30 | Buy |
| Annuities Today (Text Book) | 7 | $34 | Buy |
|
| Asset Allocation (Online) | 4 | $30 | Buy |
| Asset Allocation (Text Book) | 4 | $43 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $25 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $30 | Buy |
|
| Business Retirement Plans (Online) | 4 | $20 | Buy |
|
| Deferred Annuities (Text Book) | 2 | $28 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $20 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $30 | Buy |
Exploring Deferred Annuities
Your Exploring Deferred Annuities course delves into the specialized area of Deferred Annuities. It pays special attention to the various types of deferred annuities. It explores the issues specific to deferred annuities and their role in the accumulation and strategic distribution of money.
Distribution and tax consequences for payout options and withdrawals that are a fundamental component of deferred annuity accumulation programs are detailed.
It examines the types of deferred annuities - Fixed, Variable, and Indexed.
The entities involved in a deferred annuity revealed and discussed.
The provisions within fixed, variable, and indexed deferred annuities are explored.
Taxation of qualified and non-qualified deferred annuities is reviewed including certain qualified tax sheltered plans using deferred annuities as a funding vehicle.
The primary uses of deferred annuities are examined.
Deferred annuities and their role in retirement are explored.
This deferred annuity course includes information on the following topics:
All kinds of deferred annuities;
The entities to an annuity;
Contract provisions of all deferred annuity types;
Income taxation of non-qualified and qualified annuities;
Uses of deferred annuities;
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 for your clients future through deferred annuities as a potential component of it.
Whether you are a newer financial planner, agent or a veteran, we are confident that you will gain new insight into this critical area for consumers as well as sharpen your saw on current info and regulations pertinent to this area of your specialized expertise.
(Close Detail) |
|
| Got Retirement? What About IRAs... (Online) | 3 | $18 | Buy |
| Got Retirement? What About IRAs... (Text Book) | 3 | $25 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $39 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $39 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $20 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $30 | Buy |
| Health Insurance Plans (Text Book) | 4 | $43 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $30 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $43 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $19 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $30 | Buy |
|
| Long Term Care (Text Book) | 4 | $30 | Buy |
|
| Long Term Care and Disability Insurance (Text Book) | 5 | $36 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $30 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $34 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $19 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $30 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $30 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $40 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $20 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $32 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $20 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $32 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $30 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $18 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $20 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $32 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $43 | Buy |
|
| Understanding IRA's and Simple Plans (Text Book) | 7 | $34 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $30 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $43 | Buy |
|
| Variable Annuities (Text Book) | 4 | $30 | Buy |
|
