Annuities: Definitions, Suitability and Riders

Overview

Annuities were initially designed to liquidate a principal sum over a lifetime. Now, they are often purchased for their accumulation benefits and are integral to financial plans. This course covers the concept of annuities, their types (fixed, indexed, variable), and the mechanics of their accumulation and payout phases. It also discusses settlement options, tax treatment, and suitability standards.

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License or Certification 

 

Regulator 

 

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Objectives

  • cite the advantages of an annuity 
  • detail how variable, fixed ,and indexed  annuities work
  • demonstrate how interest is credited with annuities 
  • explain the benefits of tax deferral using annuities
  • discuss annuity taxation with respect to cash values, withdrawals and periodic payments
  • outline for owners the annuity tools available  to help manage volatility

Designed For:

Life and health insurance producers and finance professionals




Course Information

Adding additional credit may change exam requirements.