Annuities

$135.00

SKU: 11191 Category: Tag:

Description

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 clients 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
  • Additional information

    Audience

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

    Length

    Approximately 30 minutes

    Credits

    0.50 CRSP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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