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Annuities

0 credits

1060

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Course Content

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Lessons Status
1

Principles and Concepts
  • What are Annuities?
  • Similar to Life Insurance
  • Different than Life Insurance
  • Annuitant, Owner, Beneficiary
  • Accumulation Period
  • Annuity Period
  • Immediate Annuities
  • Deferred Annuities

2

Annuity Benefit Payment Options
  • Benefit Payment Options
  • Pure Life
  • Life with Guaranteed Minimum
  • Single Life vs. Multiple Life
  • Annuities Certain

3

Annuity Products and Uses
  • Fixed Annuities
  • Equity Indexed Annuities
  • Variable Annuities
  • Withdrawals and Surrenders
  • Uses of Immediate Annuities
  • Uses of Deferred Annuities

Principles and Concepts
  • What are Annuities?
  • Similar to Life Insurance
  • Different than Life Insurance
  • Annuitant, Owner, Beneficiary
  • Accumulation Period
  • Annuity Period
  • Immediate Annuities
  • Deferred Annuities
Annuity Benefit Payment Options
  • Benefit Payment Options
  • Pure Life
  • Life with Guaranteed Minimum
  • Single Life vs. Multiple Life
  • Annuities Certain
Annuity Products and Uses
  • Fixed Annuities
  • Equity Indexed Annuities
  • Variable Annuities
  • Withdrawals and Surrenders
  • Uses of Immediate Annuities
  • Uses of Deferred Annuities
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marlene@mountaince.com
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