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While annuities are most often thought of for the income stream, there are optional principal protection benefits, known as living benefits, that offer clients exposure to the market's upside while protecting their account values and future income streams against the effects of a market decline.

Join annuity veteran Scott Stolz to learn the three basic types of living benefits: Guaranteed lifetime withdrawal benefit (GLWB); Guaranteed minimum income benefit (GMIB) and Guaranteed minimum accumulation benefit (GMAB).

Attendees will learn how for the three living benefit options:

  • How benefits are calculated for each
  • The difference in annuitization options
  • The duration of each benefit
  • Potential use cases for each

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 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.

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