Published: September, 2022
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.
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.
CEO and Leadership Change Expert, Stevens Performance
May 4th, 2022
Outstanding webinars with great and knowledgeable presenters.