Annuities – Resolving Myths While Producing Retirement Liquidity

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Annuities – Resolving Myths While Producing Retirement Liquidity

Reviewed

January, 2024

Drew Stevens

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.

Course Description

This course is valid up to October 18th, 2024 for CDFA Professionals. It is advisable to complete this course before that to process the credit on time.

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 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.

Key Topics discussed in this webinar:

Myths of Retirement
Definition of Annuities
Difference between life insurance and annuities
Myths of Annuities
Income Gap
What 2 Plan 4 in Retirement
Types of Annuities
What Works Best

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

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Retirement Planning for Certified Divorce Financial Analyst (CDFA)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Annuities for Chartered Life Underwriter (CLU)
1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.3

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Very Good

Average

Poor

Terrible

Digna Robles, Tax Professional

Outstanding webinars with great and knowledgeable presenters.

Robert Blackwell, CPA (US)

This course debunked the ideas about annuities.

Mary Allard, CPA (US)

Very knowledgeable and informative

Larysa Prytula, CFP® (US), CDFA

good

Edna Thompsen, CFP® (US), CDFA

Material was well presented. Info was basic material.

1 Credit

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Finance

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Annuities – Resolving Myths While Producing Retirement Liquidity

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Digna Robles, Tax Professional

Robert Blackwell, CPA (US)

Mary Allard, CPA (US)

Larysa Prytula, CFP® (US), CDFA

Edna Thompsen, CFP® (US), CDFA

Subject Area

Unlimited Access Plan

Inclusions

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