Understanding Indexed Products – California


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Course Description

California Course Approval Number: 385237

This course represents 7 Credit Hours of State Certified Continuing Education.

Indexed annuities and indexed life insurance products have become increasingly popular for addressing the financial concerns of consumers who want to achieve more balance between safety of principal and the size of their returns. In this course, you will learn about the indexed products designed specifically to offer the potential for greater returns without sacrificing safety.

The course reviews the basics of both annuities and life insurance, followed by an in-depth look at the features that make indexed products unique. You will also become familiar with suitability issues and marketing practices with respect to these products, as well as special concerns with marketing to senior consumers.


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