Annuities – An Investment Tool
Annuities – An Investment Tool is designed to offer the agent a rounded view of the various annuity options available that may offer the growth of one’s money. Annuities – An Investment Tool is intended to benefit those agents who work primarily with life insurance products, since annuities are an insurance product. Hopefully, this course will prompt agents and clients alike to realize the need for putting money aside for future use and how to choose the annuity product that best fits them. This course does not cover the Best Interest or Suitability training requirements from the NAIC. It is approved for continuing education.
Course Content
Chapter 1 – Introduction to the Annuity
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Chapter 2 – Variations of the Annuity
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Chapter 3 – Annuitization
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Chapter 4 – Rating Systems
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Chapter 5 – Advantages of the Annuity
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Chapter 6 – Disadvantages of the Annuity
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Chapter 7 – Annuities versus other investments
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Chapter 8 – Variable or Fixed
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Chapter 9 – Insurance Producer Ethics
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