Annuities – IA (15-Hours, Textbook)


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Textbook Version – This course covers the working of, types, advantages, and disadvantages, features of fixed rate, variables, and investment accounts in variable annuities.  In addition, it compares variable annuities to mutual funds.  Other topics would include Equity-indexed annuities, review of insurers, insurers’ ratings, tax-sheltered (tax deferred) annuities, annuities in financial planning and commonly asked questions.

Exam Proctor Requirements: Closed-book exam must be monitored by a disinterested 3rd party of at least 18 years of age, who has no corporate employment, personal relationship, or other interest in the student’s performance on the exam.

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