Annuities Part 2- Wisconsin

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Course Description

Annuities Part 2 РWisconsin Course Approval Number: 71429

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 encountered by agents dealing with annuities including, taxation, different types of annuities and their uses for different demographics. The goal of this section is to give the agent a working knowledge of annuity details including applicable information that they can use on a day-to-day basis.

Topics Include:

  • A comparison of Qualified and Non-qualified plans
  • A look at the correct, and ethically sounds, ways to use Annuities
  • A discussion of how to manage the senior market as it pertains to Annuities
  • How State Guarantee Funds affect the buying and selling of Annuities