Fixed Annuities

Overview

Fixed annuities are contracts between investors and insurance companies wherein the insurer guarantees a rate of return and payout to the investor. Many investors use annuity contracts as a way to save for retirement by turning their savings into a future stream of retirement income. This course discusses the features of a fixed annuity and the regulations applicable to these investments. 

Learning Objectives

Upon completion of this course, you should understand:

  • Fixed annuities in general;
  • Specific features of a fixed annuity;
  • Taxation of fixed annuities; and
  • The regulations surrounding fixed annuity sales

Designed For

Registered representatives, investment advisers, and supervisors 
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