Understanding Indexed Products

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Course Description

Texas Course Approval Number: 124894

This course represents 12 Credit Hours of State Certified Continuing Education.

Understanding Indexed Products

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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