Webinar Registration

How Annuities are Built + Use Cases

Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, July, 1

02:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

David Lau

Founder and CEO DPL Financial Partners

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Join annuity pioneer David Lau, architect of a commission-free annuity platform, to deepen your understanding of annuities and the role they can play to produce reliable income in all kinds of markets. You’ll learn how annuities are built and priced, how to match product type with client needs, and how to evaluate annuities your clients already own or new annuity policies your clients may be interested in purchasing.

Learning Objectives:

• How to identify annuities to fit client needs

• How to analyze the features of annuities clients own

• Understand how annuities are designed and priced

This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE 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.