Annuity Products, Suitability, Best Interest (ID)

4 credits

Course Outline

Lesson #Description
1Annuity Fundamentals
2Classifications of Annuities
3Accumulation Period
4Deferred Annuities Copy
5Traditional Fixed Copy
7Equity-Indexed: Indexing Method
8Equity-Indexed: Adjustments
9Withdrawals, Surrenders, and Charges
10Annuitize or Not?
11Liquidation Period
12Liquidation Payout Options
13Federal Income Taxes
14Primary Uses of Annuities
15Suitability Duties