21.
UNDERSTANDING ANNUITIES -
This course provides 3 hours of CE credits.
This course covers:
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Retirement factors that should be considered when recommending
annuity options to your clients and prospects.
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What an annuity is and how they work.
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The background into how an annuity income is set.
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An in-depth look at the various annuity options.
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Who are the parties to an annuity contract?
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The annuitization process.
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Disadvantages of annuities.
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Taxation of annuities.
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The various protection agencies for your clients and prospects
and what type of information and coverage they offer.