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Annuities Advanced

Annuities Advanced

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-00619-21-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0591)

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

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00619-21-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00619-21-S)

1 CE credit of Investment Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293742)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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
  • California Registered Tax Professional
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA