Insurance CE > Wisconsin > Life / Health

Variable Annuities

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

8.0

Price

$23.95





Save Time and Money with Additional Credit


Select all the additional credit you need and then add to cart




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



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 21089
Study Level: Intermediate
Approved For: Life / Health

Exam

Proctor: Yes
Passing Grade: 70
Questions: 50



Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).