Everything You Need to Know about Annuities in One Comprehensive E-Learning Course.DUBLIN, Ireland -- 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 Annuity Contract The written agreement between an insurance company and a customer outlining each party's obligations in an annuity coverage agreement. This document will include the specific details of the contract, such as the structure of the annuity (variable or fixed), any correctly from an ownership, annuitant Annuitant 1. A person who receives the benefits of an annuity or pension. 2. The person upon whom a life-insurance contract is based. Notes: 1. In other words, the annuitant is the beneficiary of an annuity or pension. 2. and beneficiary perspective in order to achieve desired taxation and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the 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 ramifications npl → Auswirkungen pl . 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 continuing education: see adult education. continuing education or adult education Any form of learning provided for adults. In the U.S. the University of Wisconsin was the first academic institution to offer such programs (1904). system is designed to simplify the process of fulfilling Insurance, CFP 1. CFP - Constraint Functional Programming. 2. CFP - Communicating Functional Processes. 3. CFP - Call For Papers (for a conference). , CLU/ChFC, CIMA/CIMC and NASD NASD See: National Association of Securities Dealers NASD See National Association of Securities Dealers (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 |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion