CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

A Deeper Look into Annuities 2021

4.5 (118)

Carlos Dias Jr.

Carlos Dias Jr.

Thursday, May 27, 2021 | 02:30 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00471-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0471)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00471-21-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00471-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Often marketed as a financial product, an annuity is basically a contract between you and an insurance company designed to provide an income that is guaranteed for the rest of your life. You make a payment (or payments) to an insurance company and, in return, they promise to grow that money and send you payments during retirement.

Annuities are very complex and they come in several different shapes and sizes, but when you boil it down, they’re an insurance product. You’re paying the insurance company to take on the risk of you outliving your retirement savings.

From there, the various types can get complicated. If you’re not careful it will make your head spin, so let’s break it down in this online CPE course.

Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about how these products work.

This online CPE webinar for CPAs and other professionals aims to discuss the following key topics: 

  • The crediting strategies
  • Choosing the right income rider
  • Deciphering bonuses given by insurance companies
  • The difference between accumulation and income account value
  • “Stretching” an annuity
  • How a Market Value Adjustment (MVA) can be advantageous.

Recommended for:

CPAs, Financial planners, Tax planners, and advisors who advise people on Annuities

CPAs and other professionals wanting to learn about Annuities

Click for more webinars on Taxes | Tax Planning | Financial Planning etc

Learning Objectives

  • To identify components of annuity contracts, including crediting strategies, bonuses, and income riders
  • To recognize the differences between fees and spreads
  • To identify minimum guaranteed contract values and surrender charges
  • To determine overview exit strategies and 1035 exchanges

Who Should Attend?

  • Annual Filing Season Program
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Senior Advisor
  • Enrolled Agent
  • Estate Planners
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Practitioners
  • Tax Professionals
  • Tax Pros

Testimonial

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    [no_of_record] => 118
    [average] => 4.4915
)
 

4.5

(118)
60%
30%
9%
1%
0%

HW

Clear slides, easy to follow

KR

Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

GMJ

THANKS!

VS

Very good

RR

Great!

JT

loved it