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