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Annuities – Resolving Myths While Producing Retirement Liquidity

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

Published: September, 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 Life Insurance
    20 mins
  • What is an Annuity?
    22 mins
  • Types of Annuities
    30 mins
  • How you get your money!
    36 mins
  • Myths of Annuties
    42 mins

Course Description

What is an annuity?

Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.

As a personal financial planner, you must be educated on the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Annuities similar to other financial instruments seem to get a bad reputation. From fees to returns many individuals and even financial firms despise annuities. Annuities can play a valuable role in providing guarantees and strengthening an overall retirement plan. Annuities are actually a very solid investment when discussed properly with clients.

This CE/CPE Finance webinar provides an overview of annuities and unlocks the resolving myths while producing retirement liquidity.

Learning Objectives

  • To discuss 7 myths of annuities.
  • To analyze how to dispel 7 myths of annuities.
  • To inspect 5 Facts about annuities.
  • To explain how to implement 5 Facts about annuities as a solid financial alternative.
  • To analyze how to present and prepare annuities in a financial plan.

Recommended For

  • This IRS Approved CE webinar will be insightful for CPAs, Finance professionals, Tax Professionals, Managers, Business owners, Investors, and other professionals who want to understand everything about Annuities.

Who Should Attend?

  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Tax Professionals
  • 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 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 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 Annuities 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 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)

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 (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

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business. 

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

  • 12 Strategic Principles that guide the business and eliminate the obstacles/
  • Modern methods that create fiscal controls and higher income.
My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization. 

My innovative and transformative assistance is with:

  • Developing financial awareness that places more money into owners' hands.
  • Eliminating waste and processes that slow revenue, access to clients and competition.
  • Implementing strategies that have helped businesses develop more than $11B in new revenue.
  • Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.
By creating a strategic approach and realigning business, Drew will help your organization to: 

  • Lower Customer Acquisition Cost
  • Increase financing while creating a fluid when planned exit 
  • Competitive Proof the Firm
  • Build Industry and Brand Recognition
  • Increase Financial Wealth

Faq

FAQs content

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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

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DR

Digna Robles

May 4th, 2022

Outstanding webinars with great and knowledgeable presenters.

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