$13.99
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:4
Description
This course examines the different kinds of annuities, what makes them unique, how they can be set up, and what you should do to make the right suggestions. To safeguard consumers, regulations governing the sale of annuities have grown more rigorous.
What You'll Learn
- The various choices and characteristics of fixed and variable annuities
- How to avoid regulatory hot buttons and common sales trap
- The meaning of equity-indexed annuity
- The characteristics and benefits of Tax Sheltered Annuities
- The advantages and risks of variable annuities
- The tax implications related to contributing to and withdrawing from annuities
- How to lead clients through selecting appropriate 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: VA Annuity choices, characteristics and considerations - 4 Hours
Approved course ID:225787