Overviews Of Annuity Fundamentals with 2021 Updates

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

Terms to Know

3 mins
History of Annuities

9 mins
Who Carries the Risk

16 mins
Variable Annuity

29 mins
Tax Treatment of Annuities

41 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 investment. 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 the personal financial planner, you must be educated in 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.

This self-study CE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This Tax CE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Learning Objectives

To explore a general overview of annuities.
What are different phases of Annuity ?
What are different types of Annuities and why it is important to purchase an annuity ?
To gain basic information to provide an understanding of the differences and who may or may not be a fit for an annuity.
To identify Tax Treatment of Annuities

Who Should Attend?

Accountant
Accounting Firm
Business Owner
CFO/Controller
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Enrolled Agent
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Young CPA

Course Qualification

Webinar Qualifies For

1 CE Credit for Chartered Special Needs Consultant (ChSNC)
1 CE Credit for Chartered Financial Consultant (ChFC®)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CE Credit for Chartered Advisor in Senior Living (CASL)
1 CPE Credit for Certified Valuation Analyst (CVA)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Fraud Examiner (CFE)
1 CE Credit of Risk Management and Insurance Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 290799)
1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0321)
1 CE Credit of Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00315-20-S)
1 CE Credit for Financial Services Certified Professional (FSCP®)
1 CPD Credit for Personal Financial Specialist (PFS)
1 CE Credit for Retirement Income Certified Professional (RICP)
1 CE Credit of Federal Tax Update for Tax Professionals (Approval No. GEHNZ-U-00315-20-S)
1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-U-00315-20-S)
1 CE Credit for Wealth Management Certified Professional (WMCP)

Presenter

About Presenter

Carlos Dias Jr.

Professional Speaker 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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