The Advisors Guide to Annuities and Ethical Practices

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Course Description:

Gives the financial and insurance professional an in-depth guide to understanding annuities, annuity tax laws and contract structure, and their suitability and ethical marketing practices.

Learning Objectives

Upon completion of this course the student will be able to:

  • Differentiate the classification of Annuities
  • Present annuity tax laws
  • Define the parties to the contract
  • Determine contract structure
  • Apply ethical rules and behavior
  • Be cognizant of insurance industry regulation

CIMA/CPWA Credit Hours: 10 including 2 Ethics

Course Details

Credit Hours

  10 General / 10 Ethics




Last Updated:  January 2020
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