Annuity Suitability – MO (6-Hours, Textbook)


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, insurer’s ratings, tax-sheltered (tax deferred) annuities, annuities in financial planning, and commonly asked questions.