This Course Provides:

3 Hours Life & 3 Hours A&S License
3 Hours - Life Only in Alberta

This course covers:

  • Retirement factors that should be considered when recommending annuity options to your clients and prospects.

  • What an annuity is and how they work.

  • The background into how an annuity income is set.

  • An in-depth look at the various annuity options.

  • Who are the parties to an annuity contract?

  • The annuitization process.

  • Disadvantages of annuities.

  • Taxation of annuities.

  • The various protection agencies for your clients and prospects and what type of information and coverage they offer.


203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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