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