Annuities Advanced

4.3 (120)

Carlos Dias Jr.

Dias Wealth

  • CPA
  • PFS
  • CSA

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


  • How Annuities are Sold
    4 mins
  • Inheriting an Annuity
    13 mins
  • Variable Annuity Crediting Methods
    23 mins
  • Variable Annuity Fees and Commissions
    32 mins
  • Waivers
    38 mins

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

Recommended for:

This online CPE webinar will be a key value provider to CPAs, Finance Professionals, and Personal Financial Specialists (PFS). 

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
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • 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 :-)