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.