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

A Deeper Look Into Annuities 2021

A Deeper Look Into Annuities 2021

1 Credit


Subject Area


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-S)

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

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

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • How Annuities are sold
    4 mins
  • Ownership Option for Annuity Contracts
    12 mins
  • Monthly Average
    19 mins
  • Understanding Bonuses
    25 mins
  • Surrender Charges
    41 mins

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.

Who should attend:

  • 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