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 |
|
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 |
Your Variable Annuities course delves into the specialized area of annuities and specifically variable annuities. It pays special attention all types of annuities with special attention to variable annuities. It explores the issues specific to annuities, variable annuities, and their role in the accumulation and distribution of money arenas.
Consumer attitudes toward retirement are explored.
Distribution and tax consequences for withdrawals that are a fundamental component of annuity and variable annuity accumulation programs are detailed. It examines the types of annuities - Fixed, Variable, and Indexed - due to the many types available in the marketplace.
The parties to an annuity and variable annuities are reviewed along with their rights and responsibilities.
The provisions of fixed, variable, and indexed annuities are looked at closely; how they correlate, and how they affect consumers.
Taxation of qualified and non-qualified fixed and variable annuities is dissected and illustrated. It reviews specific qualified tax sheltered plans.
The primary uses of variable annuities are also examined.
This annuity course includes information on the following topics:
♣ All kinds of annuities and various classifications;
♣ Who are the parties to an annuity;
♣ How contract provisions of all annuity types affect consumers;
♣ Income taxation of qualified and nonqualified annuities;
♣ Why annuities are used;
♣ Mutual funds investment fundamentals
♣ Suitability of Variable Annuity sales
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 our client’s future through variable annuities as a part of it.
Whether you are a newer financial planner, agent or a veteran, we’re 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) |
|
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 |
|