Few would argue that retirement planning is among the most pressing financial priorities facing today’s consumers. Today, consumers need self-directed options and self-directed ways to accumulate funds for their futures, and safely and efficiently distribute those funds during their retirement. For this purpose, the insurance industry offers a unique vehicle: the variable annuity.
This course provides a thorough orientation to the variable annuity and its application for long-term asset accumulation and income distribution, and it focuses on how these products are designed and how they function as well as their benefits, costs, limitations, and tax treatment. It examines the many investment options and techniques variable annuities offer and explores their application for retirement income distribution.
Upon completion of this course, students will be able to:
Licensed life/health insurance producers; financial planners and advisors