Insurance CE > Texas > Life / Health

Variable Annuities -- CLEQ

Overview

Retirement planning is a top financial priority, and consumers need self-directed options to accumulate and distribute funds efficiently. The insurance industry offers variable annuities for this purpose. This course covers the design, function, benefits, costs, limitations, and tax treatment of variable annuities, along with their investment options and techniques for retirement income distribution.

Summary Details

Hours

6.0







Learning Objectives

  • Demonstrate a solid understanding of the variable annuity product
  • Describe how these products can fulfill the need for asset accumulation and income distribution
  • Outline the product's features and benefits, as well as its restrictions and limitations
  • Describe the various investment options and investment strategies that these products offer
  • Guide clients toward an appropriate allocation of invested premiums
  • Demonstrate an understanding of the guaranteed living benefits that variable annuities offer
  • Articulate the tax treatment that applies to these products


Designed For:

Life and health insurance producers and finance professionals


Approval Entity
ClearCert assists leading insurance carriers with their responsibility to certify producer compliance with mandatory AML, Annuity, LTCI, and Flood training requirements. WebCE has participated in the ClearCert network since the company was founded in 2008 to ensure producers receive full credit from their carriers for their course completions. WebCE will automatically report completion of this course to ClearCert.


Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Classroom Equivalent
PDF Download: Not Available
Provider of Record: WebCE
Provider Number: 46877
Study Level: Intermediate
Approved For: ANNUITY, CLEQ

Exam

Proctor: No
Passing Grade: 70



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