The Advisors Guide to Annuities and Ethical Practices


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
Price:  $29.95
Updated:  February 2020
CIMA/CPWA Credit
Credit Hours: 10 General / 2 Ethics
Total Credit: 12
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