$6.99
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:2
Description
This course seeks to explain the inner workings of annuities in simple language and simple applications. It will review the basic definitions and concepts of annuities and the annuity accumulation phase for the various types of annuity products. We’ll also examine fixed annuities, single premium immediate annuities and compare and contrast variable annuities and mutual funds.
What You'll Learn
- Different types and classifications of annuities
- How annuities function
- The different parties to an annuity
- Accumulation process of flexible premium and lump sum products
- How taxes are applied and paid out
- How equity index annuities work
- Appropriate practices to sell annuities and replace existing annuities
- How the guarantee fund acts as a “safety net” for fixed annuities
What's Included
What to Expect
This online self-paced course allows you to study independently, whenever it is convenient for you. All you need is a device (computer, tablet or smartphone) with internet access.
Regulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: CT Annuities - Your Wealth. Your Retirement - 2 Hours
Approved course ID:6000130185