Variable Annuity Income Options

Overview

This course discusses how a variable annuity is designed to produce income. It covers the concept of annuitization, the difference between fixed and variable annuitization, how variable annuitization works, why variable income is subject to fluctuation, and alternatives to annuitization.

Learning Objectives

Students who successfully complete this course will be able to:

  • understand the concept of annuitization
  • recognize the difference between fixed and variable annuitization
  • describe how variable annuitization works
  • understand why variable income is subject to fluctuation
  • understand alternatives to annuitization

Designed for

Retail

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