Understanding Variable Annuities

Overview

This course provides the structure of variable annuities, explains the considerations for variable annuities as a retirement vehicle, describes the benefits, charges, credits, and discusses the advantages and disadvantages of variable annuities. 

Learning Objectives

Upon completion of this course, you should be able to:

  • Describe the structure of variable annuities
  • Explain the considerations for variable annuities as a retirement investment
  • Describe the phases of variable annuities
  • Identify the variable annuity benefits, charges, and credits
  • Explain the advantages and disadvantages of variable annuities
  • Describe what an investor should consider regarding variable annuities

Designed For

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