This course covers the fundamentals of annuities and explains how these products can generally be applied and used. Upon completion, course participants should be able to:
• Demonstrate an understanding of the purpose and application of annuities • Describe basic types of annuity products • Articulate how an annuity’s features can support various client objectives • Demonstrate an understanding of how annuities are taxed • Explain the requirements of annuity sales and recommendations that are in the consumer’s best interest in compliance with state standards
MN CE: 4 (Applied to Life & Health license and general CE) Speaker: Tom Humphreys CPCU, CLU, ChFC, CIC
Note: Links will be sent within 72 hours, once you register for the course.