Additional CE > Ohio > Life / Health

Indexed Annuities

Overview

Properly allocating assets for retirement is crucial as pensions and Social Security may not suffice. Annuities offer guaranteed lifetime income and are popular for retirement savings, whether through employer-sponsored plans, individual plans, or personal savings. The insurance industry has developed indexed annuities (fixed indexed annuities) for this purpose. This course covers indexed annuities, their design, use, and comparison to traditional fixed and variable annuities. It details crediting methods for interest earnings and provides insights for insurance producers and financial advisors on using these products for tax-deferred retirement savings.

Summary Details

Hours

10.0

Price

$29.95







Learning Objectives

  • describe indexed annuities and how they work
  • explain their unique design features
  • compare and contrast indexed annuities to traditional fixed and variable annuities
  • describe the tax treatment of indexed annuities
  • demonstrate understanding of the advantages and disadvantages of indexed annuities and the associated suitability issues 


Designed For:

Life and health insurance producers and finance professionals



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: General understanding of annuities
Delivery Method: Self-Study
PDF Download: Not Available
Provider of Record: WebCE
Provider Number: 937
Last Reviewed: February 2025
Study Level: Intermediate
Approved For: Life / Health

Exam

Proctor: No
Passing Grade: 70
Questions: 100



Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).