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. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • understand fixed annuities in general
  • learn the specific features of a fixed annuity
  • comprehend the taxation of fixed annuities
  • know the regulations surrounding fixed annuity sales

Designed For:

Registered representatives, investment advisers, and supervisors 




Course Information

Adding additional credit may change exam requirements.