On-Demand


2.5 CPE

Annuities

On-Demand
2.5 CPE

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

CPE Credits Available

2.5 CPE
2.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP).

Advanced Preparation

None

Provider

AICPA

Purchase This Course

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  • MACPA Non-Member

    $ 105 105
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