Webinar Registration

ANNUITY SUITABILITY AND BEST INTEREST Training:
Part 2 of 2
Boost Your Client's Annuities, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, December, 11
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ET
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120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Scott Stolz
Scott Stolz, CFP, RICP
Managing Director iCapital Solutions

What You'll Learn

This is the second part of a two-part program (first session is on Dec. 4th) that meets the requirements of the NAIC Suitability and Best Interest training requirements. The program is approved for four state insurance credits in the following states: AL, AR, AZ, CO…

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What You'll Learn
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Webinar Description

This is the second part of a two-part program (first session is on Dec. 4th) that meets the requirements of the NAIC Suitability and Best Interest training requirements. The program is approved for four state insurance credits in the following states: AL, AR, AZ, CO, GA, IA, ID, KS, LA, MA, MD, MS, MT, NC, NE, NH, NJ, OR, PA, TX, VA, WI, WV. Approval is pending with the CFP Board.

This session features annuity expert Scott Stolz providing an education on the features of structured annuities and how they work (buffers, participation rates, cap rates and performance triggers). Scott will provide several examples of structured annuities to illustrate the impact the choice of buffers and periods for performance. Scott will also review Variable Annuities and best practices for using annuities for income through living benefits.

CE credits are only available to subscribers. Additional reporting fees will apply. The reporting fees are as follows: $2 per hour for CFPs and $10.95 per hour for state insurance CE credits.  

 

*CE/CPE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 2 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: www.nasbaregistry.org.