Basic Features of the Variable Annuity

Overview

This course focuses on the basic features of a variable annuity. It covers the variable annuity's tax-deferred nature, death benefit options, options for annuitization, fees and expenses commonly imposed, and common variable annuity provisions and options.

Learning Objectives

Students who successfully complete this course will be able to:

  • understand the variable annuity’s tax-deferred nature
  • describe death benefit options that are commonly available with these products
  • explain the options for annuitization
  • understand variable annuity fees and expenses and why they are imposed
  • identify now common variable annuity contract provisions and common options

Designed for

All registered representatives and principals

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