Strategic Brilliance: Marketing and Positioning Annuities for Success 1 Credit
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In the ever-evolving landscape of financial services, marketing, and positioning annuities require a blend of strategic insight, consumer understanding, and industry expertise.Â
Annuities, often perceived as complex financial products, offer unique opportunities for financial security and growth. Effectively marketing and positioning annuities demands a comprehensive approach that navigates regulatory constraints, addresses consumer concerns, and highlights the benefits compellingly.
This CPE webinar will unlock the secrets to effectively market and position annuities, transforming them from financial instruments into indispensable tools for your client's success. Discover the art and science behind successful annuity marketing strategies, ensuring you can navigate the complexities and present these powerful financial solutions in a way that resonates with your clients. This course will help experienced financial professionals or those just beginning their careers, this webinar is the key to elevating your annuity marketing game.
Major Topics Covered:
Join this course and equip yourself with the skills and knowledge to effectively communicate the value of annuities, fostering client success and satisfaction with financial planning.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332285) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332285) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Finance for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for CIPM | 1 PL | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.
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Are the live webinars approved by NASBA and other regulatory bodies?
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What are the requirements to maintain compliance with live webinar courses?
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.
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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.
How are credits reported to governing bodies?
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.
TM
Very helpful insight for advisors who sell annuities.
JK
Thank you. Very good marketing suggestions.
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