Annuities Part 2

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Course Description

Indiana Course Approval Number: 29826

This course represents 4 Credit Hours of State Certified Continuing Education.

Annuities Part 2

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