Course Details, Learning Objectives, Table of Contents
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This course was updated on 7/11/2022.
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.
Course, Credit, Sponsor Information
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, NAPFA:Investment Planning; NASBA (CPA): Specialized Knowledge and Application
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.
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|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price