Overview
Master selling annuity products under the NAIC’s 2020 “Suitability in Annuities Transactions” model regulation. Learn how these products work for long-term savings & income. Explore benefits, costs, tax implications, and suitability considerations for selling annuities.
Learning Objectives
- demonstrate an understanding of the purpose and application of annuities
- describe the basic types of annuity products
- explain the operation and function of fixed, indexed, and variable annuities
- articulate how an annuity's product features can support and advance various client objectives
- demonstrate an understanding of how annuities are taxed
- explain the elements and requirements of annuity recommendations and sales that reflect the consumer's best interest
Designed For
Life and annuity producers; financial advisors and planners
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