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Introduction to Variable Annuities - Training Courseware (CD-ROM)

Author: Brought to you by the editors of Tax Facts

This course explores how the variable annuity is used in qualified retirement plans, individual retirement arrangements, tax sheltered annuities and various nonqualified type arrangements.

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Intro to Variable Annuities (CD-ROM)
Media Description: CD-ROM
Pub Number: 5779000
Price: $35.00

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Introduction to Variable Annuities is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the financial services arena. Using an interactive approach, Introduction to Variable Annuities presents you with an extensive body of knowledge.

Learn About Variable Annuities:

     

  • Developing an individual retirement program with tax deferral on all investment earnings
  • How individuals can increase the tax deferral benefits by utilizing a variable annuity through an IRA
  • Using variable annuities as an effective tool in business succession planning
  • How employers can gain the stability and flexibility of variable annuity contracts by offering qualified retirement plans to their employees that are funded through variable annuities
  • The diversity in investments offered by a variable annuity contract and how variable annuity contracts can be tailored to fit individual investment needs and risk tolerances

     

Flexible
Introduction to Variable Annuities is divided into six modules, giving you the opportunity to study at your own pace. Each module includes Objectives, Key Terms, The Lesson, Read More, and a Self-Check Quiz. You can view and review any of these components to fit your individual learning needs.

Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Introduction to Variable Annuities keeps you engaged and interested. Beyond the session information, you can go to Read More screens for an in-depth elaboration of key points.

Dependable
Written by the respected editors of Tax Facts, Introduction to Variable Annuities provides information you can depend on for accuracy and objectivity.

This is a basic course.

Click here to order online exams, or call 1-800-543-0874 to order a print exam.