What You'll Learn
Structured Annuity sales were up 40% in 2020 and are on track for a similar increase in 2021.1 The flexibility of this product allows it to meet the savings needs of clients looking for a safer way to invest in equities, as well as clients that are looking for an investment…
Structured Annuity sales were up 40% in 2020 and are on track for a similar increase in 2021.1 The flexibility of this product allows it to meet the savings needs of clients looking for a safer way to invest in equities, as well as clients that are looking for an investment alternative with protection.
But with this flexibility comes a lot of complex choices. In this session, Scott Stolz, CFP®, RICP®, will discuss all of the key questions you need to ask in order to make efficient product choices and allocations to meet your client’s needs. More importantly, he will show you how you can use technology to access the data you need to easily answer each of these questions.
1 Source: Secured Retirement Institute, SRI.
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.