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)
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.
About Presenter
Carlos Dias Jr.
Advisor, Dias Wealth
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.
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
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.3
(120)
45%
40%
14%
1%
0%
LD
Lisa Diggs, CPA
Jan 28th 2021
Informative CPE with charismatic presenter!
JR
John Robichaud, CPA
Jan 28th, 2021
Excellent content and presentation
CS
Christopher Spadaccini, CPA
Dec 28th, 2020
Useful seminar
NF
Nicholas Facci, CPA
Dec 28th, 2020
I enjoyed the webinar.
DG
Donna Garcia, CPA
Dec 24th, 2020
Very informative, presenter clearly knowledgeable in field.
DI
David Innes, CPA
Dec 23rd, 2020
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 :-)
