Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to consider when buying an indexed annuity, how caps and interest rates work and much more. This is a can't miss if you want to understand annuities.
Scott is Head of Insurance Solutions for SIMON Markets, where he is creating the annuity industry’s first one-stop platform for financial professional’s annuity business. Prior to joining Simon in January of 2021, Scott served as the President of Raymond James Insurance Group for 15 years. In that capacity, he was responsible for Insurance and Annuity Sales, Marketing, Operations and Due Diligence for Raymond James; 9000+ financial professionals. Previous to joining the distribution side of the business, Scott spent over 20 years in various sales, marketing and operations capacities at Jackson National Life, AIG/SunAmerica and North American Security Life.
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.
Disclaimer: Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.