Self-Study Continuing Education Courses
for Financial Professionals

Annuities View Table of Contents [ Print This Page ] Credits: CFP®: 3 Licenses: CFP PACE Another title in our Advisor's Short Course® series. This course was updated on 2/5/2008. What's Covered This course examines the annuity concept and explains what an annuity is and how it works: The mechanics of the accumulation and payout phases of an annuity, including sample calculations Settlement options and their appropriate uses Annuity taxation: Federal income tax treatment of premature withdrawals; lump-sum distributions; and periodic payments. A comparison of the different annuity contracts available with respect to client suitability. Variable and fixed annuities are discussed in terms of single vs. periodic premium, immediate vs. deferred, qualified vs. non-qualified, and settlement options. Beacon Hill e-Exam This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached. The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.) If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our Resources page and download the e-Exam answer sheet form (course #98) . What's Included Course text, exam, e-Exam answer sheet with prompt grading and certificate of completion (a faxable answer sheet is also included), and reporting to CFP Board. Course Information  Author Paul Winn, CLU, ChFC What's Included Course text (70 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Retirement Planning, Investment Planning (NAPFA members: Go to the Resourses page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print or download. How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version