Covers several types of annuities, including traditional, private placement variable, private, and charitable annuities.
Learning Objectives
Types and features of annuities;Rollovers, distributions, creditor protection;Integrating annuities with tax and financial planning;Taxation and income tax planning;Integration with other areas of PFP
Major Topics
The risk management process;Principles of risk management;Identification of potential loss exposures;Risk management techniques;Professional environment;Regulatory environment;Carrier environment Compensation methods
