Annuities Examined ♦
4 CE credits • Jacqueline Jaeger, BA, CFP®
• Webinar Course
• IA Course #100629 (Annuity Products)
• NE Course #36621 (Life/Annuity)
• TX Course #105532 (CE-Annuity)
• CFP Board Program ID #233277
We will cover very important areas to gain a broad understanding of various types of annuities. Producers will learn the when (work years and retirement year), who (filling out an application properly), how (taxation rules) mondy does what (compounds) & where (in different products insurance companies offer). We will cover those basics as well as delve into interesting comparisons of annuity products to other investment products. Case studies will help address suitability. The new Department of Labor (DOL) ruling addressing The Best Interest (of Client) Contract standard will be discussed.