Guide to Annuities and Ethical Marketing Practices

Guide to Annuities and Ethical Marketing Practices

To order, please call (800) 345-5669 or (727) 853 - 0575

CodeGTAEMP

This course has been developed to give the financial and insurance professional a complete guide to understanding annuities and their ethical marketing practices.  The course will review some of the basic features and benefits of an annuity, and then review the different types of annuities (Fixed, Variable and Index). This course will review current tax laws and how to properly structure the annuity to meet the purchaser’s current financial goals and needs, and to avoid any unnecessary taxes. And finally, this course will review ethical marketing practices, including the suitability of annuities, sales of annuities inside qualified plans, unfair marketing practices, the new anti-money laundering rules, and ethics in action.  After completion of this course, the financial and insurance professional should acquire sufficient knowledge of the different types of annuities, their suitability, tax laws, contract structure and how to ethically present them to his or her clients.
No recommended products at the moment.
No recommended products at the moment.