
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:4
This course examines the different types of annuities, their attributes, structuring alternatives, and the due diligence required for making suitable recommendations. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.
What You'll Learn
- How to compare different types and classifications of annuities
- How annuities function and the different parties involved
- Appropriate practices to sell annuities and replace existing annuities
- The risk-reward relationship of equity index and variable annuities
- The accumulation process of flexible premium and lump sum product
- Trade funds and fund families within a variable annuity vs. mutual funds
- The trade-offs between annuitization choices and their lifetime payout amounts
- Basic tax rules a business must follow
What's Included
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.
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: TX Annuity Best Interest - Initial (Classroom Equivalent) - 4 Hours
Approved course ID:141035