fbpx
Community Educators Community Educators Community Educators Community Educators
  • Home
  • Course Catalog
    • Iowa
      • ALL – Iowa
      • ALL Webinars – Iowa
      • General – Iowa
      • Classroom – Iowa
      • Ethics – Iowa
      • LTC – Iowa
      • CFP – Iowa
    • Nebraska
      • ALL Webinars – Nebraska
      • General – Nebraska
      • Classroom – Nebraska
      • Ethics – Nebraska
      • LTC – Nebraska
      • Life – Nebraska
      • Life & Health – Nebraska
    • Wisconsin
      • ALL Webinars – Wisconsin
      • General – Wisconsin
      • Classroom – Wisconsin
      • Ethics – Wisconsin
    • Texas
      • ALL Webinars – Texas
      • Ethics – Texas
      • General – Texas
  • State Requirements
    • Iowa
    • Nebraska
    • Texas
  • About Us
    • Instructors
  • FAQ
  • Blog
  • Contact
    • Become an Instructor
  • Log In
Community Educators Community Educators
  • Home
  • Course Catalog
    • Iowa
      • ALL – Iowa
      • ALL Webinars – Iowa
      • General – Iowa
      • Classroom – Iowa
      • Ethics – Iowa
      • LTC – Iowa
      • CFP – Iowa
    • Nebraska
      • ALL Webinars – Nebraska
      • General – Nebraska
      • Classroom – Nebraska
      • Ethics – Nebraska
      • LTC – Nebraska
      • Life – Nebraska
      • Life & Health – Nebraska
    • Wisconsin
      • ALL Webinars – Wisconsin
      • General – Wisconsin
      • Classroom – Wisconsin
      • Ethics – Wisconsin
    • Texas
      • ALL Webinars – Texas
      • Ethics – Texas
      • General – Texas
  • State Requirements
    • Iowa
    • Nebraska
    • Texas
  • About Us
    • Instructors
  • FAQ
  • Blog
  • Contact
    • Become an Instructor
  • Log In

WEBINAR

Four Hour Best Interest Training For You

49 in stock

Annuity Update: 2021

Presented by: Patrick D. Hatting, MBA, ChFC, CLU, CASL, LUTCF

IA Course #105927

Annuities come in many types. With a tax-deferred annuity, you give the insurance company money and your money grows and without reportable income. With a payment plan annuity, the insurance company gives you money and the amount of premium paid may be returned to you tax-free. Some are based on variable sub-accounts and some have a stated guaranteed fixed rate. Some are more of a hybrid of a variable and fixed annuity. An annuity can be purchased with a lump sum, as part of a series of ongoing contributions, as a tax-free policy exchange, or even with tax-qualified dollars, such as in the case of a rollover. The DOL Rule sought to protect consumers by putting in place a framework for the insurance industry to follow to help make sure that IRA rollovers would be in the best interest of clients. Deferred annuities can be illiquid due to some components such as a surrender charge. Immediate annuities are by nature illiquid because once you pick your planned payout, you are locked into it for the period chosen, whether that is life or a certain period or the longer of the two. Annuities can offer the best of times or the worst of times, and it all comes down to the producer understanding the needs of the client and helping decipher which, if any, type of annuity is appropriate to recommend. Producers need the training to be able to do this. We will cover all the major content areas relative to annuities, such as types, parties, taxation, uses and more. We will also cover suitability requirements and appropriate sales practices. By the time we wrap up, even producers who do not sell or service annuities will have gained some useful knowledge for their everyday lives and should be able to identify who or isn’t a candidate for various types of annuities.

SKU: 105927-2W-IA Categories: Annuity Products - Iowa, Iowa, Webinar - Iowa Credit Tags: Annuities, Annuity, financial planning, insurance

Class Details

Date: November 18, 2021

Time: 09:00 a.m. - 12:35 p.m.

Class ID: 105927-2W-IA

Credits:
  • CE: 4 Hours

Webinar

You will receive log-in instructions the day before your webinar.

Please take the time to read the webinar info on our website by clicking the link below. PLEASE NOTE: ALL WEBINAR TIMES STATED IN CENTRAL TIME.

49 in stock

Sign-up and get a free CE TRACKER

Join our mailing list to receive a free CE tracker and special discounts

    We develop and deliver quality continuing education courses that aim to meet the life-long professional development needs insurance and financial professionals.

    Our expert trainers work in the insurance and/or financial services field.

    Navigation

    • Home
    • About Us
    • Instructors
    • FAQ
    • Blog
    • Contact
    • Policies
    • Resources

    Working Hours

    Sunday: CLOSED
    Monday: 8:00 am – 4:00 pm
    Tuesday: 8:00 am – 4:00 pm
    Wednesday: 8:00 am – 4:00 pm
    Thursday: 8:00 am – 4:00 pm
    Friday: 8:00 am – 12 pm
    Saturday: CLOSED

    Contact Info

    PO BOX 173 DECORAH, IA 52101 Phone: 1-800-747-7574 Fax: 1-800-300-3902 E-Mail: director@communityeducators.net Web: www.communityeducators.net
    Copyright © 2021. Community Educators, LLC