CA EIGHT-HOUR ANNUITY TRAINING COURSE
Overview
The purpose of this course is to offer a thorough orientation to
annuities and their application for long-term asset accumulation and income
distribution. We will focus on the design and function of these products as
well as their benefits, costs, and limitations. We will examine how these
products are funded and how they grow. The course explores the use of annuities
for retirement income distribution and examines how these products are taxed. Finally, we will look at riders that offer guarantees for the protection of principal
and income.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- demonstrate an understanding of the history, purpose, and application of annuities
- describe the basic types of annuity products
- explain the operation and function of fixed, indexed, and variable annuities
- understand how guaranteed living benefit riders function
- be familiar with the various investment options and strategies that these products offer
- articulate how an annuity’s product features can support and advance various client objectives
- demonstrate an understanding of how annuities are taxed
- cite the suitability requirements that apply to the recommendation and sale of annuities
- understand the product’s features and benefits, as well as its restrictions and limitations
Designed For:
California life and health insurance producers and financial professionals.
Course Information
Adding additional credit may change exam requirements.
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