Annuities Advanced

4.5 (33)

Carlos Dias Jr.

Dias Wealth

Monday, November 09, 2020 | 02:30 PM EST

Credits: 1 CPE

FREE

Subject Area

Specialized Knowledge

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Additional Dates

Jan 28, 2021 | 11:30 AM EST Register

Course Description

Though annuities can be as simply explained as - a contract that provides a periodic payment to an annuitant beginning at a specific date, for a fixed period or for the duration of one's life - , annuity contracts can be complex in terms of its design and tax treatments. 

There are numerous types of annuities available. Traditional, private placement variable, private, and charitable etc. to name a few. Despite the fact is only certain features of annuity contracts are widely known and typically oversold. The financial advisors or insurance agents selling them might be less knowledgeable about how these products work. Often they are misrepresented by insurance agents and financial advisors. From these perspective annuities are often misunderstood financial products. This webinar aims to provide clarity on how financial professionals are licensed to sell annuities, its internal workings, and how they share the benefits with beneficiaries.

Highlights of the webinar:

  • How financial professionals are licensed to sell
  • Deciphering the math behind different crediting strategies
  • Income riders
  • How Market Value Adjustments (or "MVAs") can be beneficial
  • The ability to "stretch" gains with beneficiaries

This webinar will be a key value provider to the CPAs, Finance Professionals, and other professionals. 

Learning Objectives

  • To recognize how Annuities are Sold
  • To identify concepts of Ownership Options and Inheriting an Annuity
  • To recognize components to an Annuity Contract
  • To explore Bonuses, Caps and Participation Rates, Fees, Income Riders, 1035 Exchange, and 72(t)

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Senior Accountant
  • VP Accounts
  • Entrepreneurial Accountant
  • Accounting Managers

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