$59.00 each

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE  Taxes
Experience Level Course ID CPE Credits Author

PW-801.18 | EWTFM-T-01109-18-S

6 Paul J. Winn, CLU ChFC 


 Annuities 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 are examined and sample calculations are discussed.  An explanation of settlement options and their appropriate uses are covered.

The course also discusses annuity taxation. Federal income tax treatment of premature withdrawals, lump-sum distributions and periodic payments is considered.  Annuities discusses the different annuity contracts available and compares them with respect to client suitability, with particular emphasis on variable and fixed annuities.  Both product types are discussed in terms of single vs. periodic premium, immediate vs. deferred, qualified vs. non-qualified, and settlement options.

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