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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. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • 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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Course Information

Adding additional credit may change exam requirements.

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