Guide To Annuities CPE Course | CPE Webinar Online

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

Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

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

Course Qualification

Webinar Qualifies For

1 CPE Credit of Annuities for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Annuities for Chartered Financial Consultant (ChFC)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CPE Credit of Annuities for Chartered Advisor in Senior Living (CASL)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0591)
1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00619-21-S)
1 CPE Credit of Annuities for Financial Services Certified Professional (FSCP)
1 CPD Credit for Personal Financial Specialist (PFS)
1 CPE Credit of Annuities for Retirement Income Certified Professional (RICP)
1 CPE Credit of Annuities for Wealth Management Certified Professional (WMCP)
1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00619-21-S)
1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00619-21-S)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Carlos Dias

Advisor, Carlos Dias Jr.

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

About Company

Carlos Dias Jr.

www.diaswealth.com

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

Faq

FAQs content

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