| 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 |
|
| 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 |
Variable annuity features and more are covered in this course. Component of the variable annuity prospectus, such as expenses, withdrawal provisions, and performance data are all carefully explained. The most common sub-account objectives are detailed, along with the associated risks of each objective. Using a variable annuity for individual retirement planning, college funding, saving for a home and more are discussed. The newest IRA rules for traditional, Roth and SIMPLE plans are discussed in light of using a variable annuity for retirement needs. Education IRAs are covered when variable annuities are examined as a college funding tool. Roth rules are also looked at when the course reviews using a variable annuity as a home savings tool.
[130 pages, 25 exam questions]
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