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Everything You Need to Know About Annuities in One Comprehensive E-Learning Course

Posted on: Thursday, 27 April 2006, 09:00 CDT

Research and Markets (http://www.researchandmarkets.com/reports/c36254) has announced the addition of "E-Learning Course: Understanding Annuities" to their offering.

This course addresses the issues involved in structuring an annuity contract correctly from an ownership, annuitant and beneficiary perspective in order to achieve desired taxation and estate planning outcomes. The course includes a discussion of both owner-driven and annuitant-driven annuity contracts, and provides numerous examples of different types of structures and their associated ramifications.

The use of the Internet for research and educational purposes, particularly in the financial services marketplace, continues to be on the rise. As a result, an extensive library of online training courses has been developed to help financial representatives stay connected with today's fast-paced business environment.

There is a big difference between theoretical knowledge and acquiring the skills necessary to build long-term successful relationships with clients.

This online continuing education system is designed to simplify the process of fulfilling Insurance, CFP, CLU/ChFC, CIMA/CIMC and NASD Firm Element continuing education credits. With 24-hour online access, financial representatives of your company can receive continuing education credits at their own pace. These courses deliver superior and up-to-date content created by the firm's industry experts. Learners will experience technical relevant content written by those who truly understand both the sales process and the issues that financial services salespeople face.

Course Duration: 1 Hour, 30 Minutes

Topics covered include:

-- Annuities as Retirement Planning Tools

-- Advantages of Fixed and Variable Annuities

-- The Annuity Contract

-- Taxation of Annuities

-- Annuitization

-- Non-qualified Annuities

-- Qualified Annuities

-- Required Distribution at Owner's Death

-- Guaranteed Death Benefit

-- Withdrawals and Distributions

-- Estate Taxation

-- Taxation of Annuity Death Benefit

-- 1035(a) Exchanges

-- Understanding the Contract Being Sold

For more information visit http://www.researchandmarkets.com/reports/c36254

Source: Business Wire

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