Course Number: ABA

Course Code: ABA

Provides foundational knowledge and considerations for purchasing annuities. Reviews client needs that can be addressed with annuities, common types of annuities, taxation and other considerations to meet the client’s objectives.

What You’ll Learn

After completing this course, students will be able to:

  • Describe client needs that can be addressed with annuities
  • Describe the characteristics of an annuity
  • Explain considerations when purchasing an annuity
  • Describe the types of annuities
  • Explain annuity taxation and other tax considerations

Audience: Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Prerequisites: N/A

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CRSP, CTFA

Length: Approximately 30 minutes

ABA Training