Course Overview
This comprehensive course delves into the intricate world of annuities and advanced estate strategies, providing financial professionals with cutting-edge knowledge and practical skills. Master the primary uses of annuities in financial planning, understand proper titling and taxation of annuities, explore advanced estate strategies using annuities and review relevant case studies in this course.
Annuity Wealth Building Concepts and Advanced Estate Strategies
3 Hours General Credit
John J Fries, MBA, ChFC, RICP
