Annuities

Annuities experts David Shapiro, CFP, CLU, ChFC and Thomas F. Streiff, CFP, CLU, CHFC, CFS offer a comprehensive look at annuities and why they are such popular financial planning and retirement tools.In addition to a review of basic annuity principles, the course delves into the various types of annuity designs and explains how and why they should be an integral aspect of a client's portfolio.Topics include: * Fixed, variable and equity indexed annuities. * Interest crediting. * Annuitization options. * Taxation. * Annuity prospects and markets. * Benefits of annuity ownership and suitability. * How insurers invest for their annuity. If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit.Certain states require that a proctor or monitor supervise the exam taking process.