Design and Function of Variable Annuities

Overview

This course examines the basic design of the variable annuity: how the contract is structured, how premiums are invested, and how the contract’s values are determined.

Learning Objectives

Students who successfully complete this course will be able to:

  • identify the parties associated with a variable annuity contract
  • understand how variable annuity premium deposits are invested
  • explain the unique role of the contract’s subaccount investment options
  • understand how the value of a variable annuity is determined
  • explain why variable annuity values fluctuate

Designed for

Retail

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