CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Annuities Advanced

  • CFP
  • CMA
  • CPA (US)
  • CFA
Annuities Advanced

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Investment Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293741)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Oct 18, 2021 | 09:00 AM EDT View Details

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QuickBooks: Tricky & Complex Situations for Advance Learners


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Fraud Update - Latest


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Understanding Credit Card Frauds


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Retirement Plan Governance Best Practices: Fiduciary Responsibility


Oct 18, 2021 | 10:00 AM EDT View Details

Introduction to Business Valuation for a Closely-Held Business

Oct 18, 2021 | 10:00 AM EDT View Details

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1


Oct 18, 2021 | 10:00 AM EDT View Details

Business Loan Basics


Oct 18, 2021 | 10:00 AM EDT View Details

Remote Workplace Investigations – How to do them correctly


Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)


Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments


Oct 18, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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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
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • VP Accounts
  • Young CPA





Informative CPE with charismatic presenter!


Excellent content and presentation


Useful seminar


I enjoyed the webinar.


Very informative, presenter clearly knowledgeable in field.


Very good performance. I am terrible at understanding insurance products so it would be good to review a couple of times so I thoroughly understand. Great overview and sufficient detail to get me into trouble :-)