Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust 1 Credit
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Oct 07, 11:30 AM
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Are you ready to unlock the secrets of annuities and take control of your financial future? Annuities can provide valuable benefits alongside traditional retirement accounts, offering features like guaranteed income and death benefits, while dispelling myths about costs and accessibility.
This CPE Course demystifies annuities and tackles the myths, mistakes, and mistrust surrounding these financial instruments. Join us for an eye-opening session where we unravel common misconceptions, provide insights into potential pitfalls, and work towards rebuilding trust in the world of annuities. Whether you're a seasoned investor or just beginning your financial journey, this webinar will empower you to make informed decisions about incorporating annuities into your retirement strategy.
Don't miss this opportunity to gain clarity on annuities, debunk myths, avoid common mistakes, and rebuild trust in these financial instruments. Register now and empower yourself to make informed decisions that align with your financial goals and aspirations.
Major Topics Covered:
Join this CPE Course and explore the most common myths and misconceptions surrounding annuities, empowering you to make better decisions about your financial and retirement plan.
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Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
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Advance Preparation
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
This webinar answered a lot of questions I have when I hear: DON’T ENCOURAGE CLIENT TO INVEST IN ANNUITIES! Interesting topic and engaging speaker.
CW
Great presentation. The speaker listed out the pros, cons, myths, and mistakes of various types of annuities. Very useful. Thank you.
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