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Indexed annuity sales hit record levels in the fourth quarter of last year. Even if you are anti-annuities, it’s hard to ignore the fact that they continue to grow in popularity as investors seek principal protection with some market participation.

I invite you to join annuity expert Scott Stolz to learn about the various indexed annuities available as the sophisticated strategies the insurance companies deploy is truly interesting. As an example, with the recent surge in interest rates, insurance companies are allocating more funds to the “options budget” of the indexed annuity and, as a result, offer more attractive rates across the board. All to say, it’s no longer a “choice” limited using an annuity tied to the S&P Index!


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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