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Analyzing the Fixed Indexed Annuity (FIA)

  • Accountant
  • CFP (US)
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS

Published: May, 2022

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is a fixed indexed annuity (FIA)?
    4 mins
  • What about cost?
    12 mins
  • How do FIA crediting strategies work?
    19 mins
  • The participation rate strategy
    34 mins
  • Effect of lower volatility (Cap Strategy)
    38 mins

Course Description

Fixed indexed annuities (FIAs) can solve various retirement planning challenges.

It can help you accumulate money for retirement and provide a guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market.

Fixed indexed annuities combine the returns of an index, a concept familiar to many customers, with a crediting structure that can be complicated even for financial professionals to understand. Financial professionals may have difficulty explaining the performance expectations of these products, and determining how they best fit into a client’s overall financial plan.

Because of the increasing popularity of FIAs, carriers are rapidly evolving their product designs, making it even more crucial for financial professionals to understand how these products are priced facilitating more frequent and effective use of these products.

This CPE Finance Webinar will help you to understand everything about Fixed Indexed Annuity.

Learning Objectives

  • To discuss basic pricing dynamics for an FIA.
  • To explain how an index’s returns interact with the crediting strategy to generate yield.
  • To inspect how low-volatility indices affect FIAs.
  • To analyze different use cases for an FIA.

Recommended For

  • This CPE webinar is recommended for CPA, CFA, CIPM, CVA, CBA/MCBA, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, PFS, TEP, CSA, CFIRS, CWS, and Other Finance professionals who want to understand everything about Fixed Indexed Annuity to solve various retirement planning challenges of clients.

Who Should Attend?

  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Annuities for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Annuities for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Annuities for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Annuities for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Annuities for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Retirement Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 CE Credit of Risk Management and Insurance Planning for Certified Financial Planner (US) (Approval No. 303371)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Tamiko Toland

, CANNEX Financial Exchanges Limited

Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX, and brings 20 years of experience tracking trends and key issues on retirement income. Her focus is thought leadership and strategic relationships in the individual and institutional annuity market in the U.S. and Canada. Tamiko has a Certified Financial Education Instructor designation and received the 2021 Educate Pillar Award from the National Association for Fixed Annuities (NAFA) for her contributions to annuity retirement education. In addition to committee engagement in a variety of industry organizations, she serves on the board NAFA and is an advisor member of the Institutional Retirement Income Council (IRIC).

About Company

CANNEX Financial Exchanges Limited

www.cannex.com

CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America. Our mission is to provide access and transparency to the pricing and features of annuity, bank and investment products that consumers rely on for retirement security.

Financial institutions and financial professionals use our services to help build, evaluate, and compare both the guarantees and performance provided by retirement products.

We also provide thought leadership and market intelligence to help clients stay informed on the ever-changing product, distribution, and regulatory environment.

Because we manage the actual pricing algorithms and illustrations for annuity products on behalf of insurance carriers, we are able to develop various benchmarks and indices that can be used for product valuation purposes. We can also feed these benchmarks along with actual pricing real-time to other third-party applications and tools that support planning & education, sales, and compliance.

We are also committed to solving difficult and sophisticated problems in the realm of retirement planning and income management by providing consulting and research support through our quantitative research team.

In Canada, the CANNEX Financial Network (CFN) has been the dominant bank and credit union resource that facilitates over $50 billion per year in GIC & term deposit transactions to third parties.

In the United States, CANNEX US is the premier provider of annuity pricing and analytic services for all income and deferred annuities. We partner with insurance companies and distributors on research and market intelligence, financial planning and education, annuity sales and compliance processes, and product service and administration

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.4

69 Ratings

Excellent

37

Very Good

25

Average

7

Poor

0

Terrible

0

YD

Yuko Dubois, CFP (US), EA

Jul 17th, 2022

well organized easy to understand the basic for 45 min short period

AB

Alan Burrows, CPA (US)

Sep 23rd, 2022

very informative, learned a LOT

LG

Lisa Gottfried, CPA (US)

Sep 23rd, 2022

Great webinar

BB

Brian Berger, CPA (US)

Sep 26th, 2022

n

MEM

Mary Ellen Morris, CPA (US)

Apr 22nd, 2022

Unless someone had a deep understanding of these products prior to the webcast it would be very difficult to comprehend the material

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