MASTER Course Approval Number: X
This is the second part of a two-part course on annuities. This section discusses more detailed concepts related to Annuity Contracts and the sale of Annuities. Agents will gain a more in-depth understanding of the different annuity classifications and their uses, tax treatment of annuities, and ethical considerations related to the sale of Annuity contracts.
Topics Include:
- Discussions related to the differences between Qualified and Non-qualified plans
- Ethical considerations related to the sale of Annuity products
- The Senior Market and Annuities
