$1400

Annuity Products & Suitability in Idaho

4 credits

Course Outline

ANN-30775
Lesson #Description
1Annuity Fundamentals (ID)
2Classifications of Annuities (ID)
3Accumulation Period (ID)
4Deferred Annuities (ID)
5Traditional Fixed (ID)
6Equity-Indexed (ID)
7Equity-Indexed: Indexing Method (ID)
8Equity-Indexed: Adjustments (ID)
9Withdrawals, Surrenders, and Charges (ID)
10Annuitize or Not? (ID)
11Liquidation Period (ID)
12Liquidation Payout Options (ID)
13Federal Income Taxes (ID)
14Regulation (ID)
15Suitability (ID)