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Understanding How and When Variable Annuities can Help
Boost Your Client's Annuities, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, January, 11
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Scott
Scott Stolz
Head of Insurance Solutions Simon Markets

What You'll Learn

This presentation provides the structure of variable annuities, explains the considerations for variable annuities as part of a client’s retirement and tax planning, describes the features, charges, credits, and discusses the advantages and disadvantages of variable annuities.…

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What You'll Learn
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Webinar Description

This presentation provides the structure of variable annuities, explains the considerations for variable annuities as part of a client’s retirement and tax planning, describes the features, charges, credits, and discusses the advantages and disadvantages of variable annuities.

Learning Objectives: Upon completion of this course, you should be able to:

  • Describe the structure of variable annuities
  • Explain the considerations for variable annuities as part of a client’s retirement plan
  • Describe the phases of variable annuities
  • Identify the variable annuity benefits, charges, and credits
  • Explain the advantages and disadvantages of variable annuities
  • Describe when and how a client should consider regarding variable annuities

 

*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.