Variable Annuity Investment Options

Overview

This course examines a wide variety of the investment options available to variable annuity owners including investment subaccount options, common investment strategies, and the need to match the variable annuity owner's objectives, risk tolerance, and timeline to his or her investments.

Learning Objectives

Students who successfully complete this course will be able to:

  • understand investment subaccount options commonly associated with variable annuity contracts
  • describe common investment strategies that variable annuity issuers offer their contract holders
  • understand the need to match a variable annuity owner’s objectives, risk tolerance, and timeline to his or her investments

Designed for

Retail

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