Author : | Paul Winn, CLU, ChFC |
Status : | Production |
CPE Credits : | 5.5 |
IRS Credits : | 5 |
Price : | $49.45 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents |
Primary Subject-Field Of Study: | Taxes - Taxes for Course Id 174 |
Description : |
Annuities examines the annuity concept and explains what an annuity is and how it works. The mechanics of the accumulation and payout phases of an annuity are examined and sample calculations are discussed. An explanation of settlement options and their appropriate uses are covered. |
Usage Rank : | 0 |
Release : | 2020 |
Version : | 1.0 |
Prerequisites : | None. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Annuity Definition
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Advance Preparation : | None. |
Delivery Method : | Self-Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 06-Feb-2020 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents - 174 |
Keywords : | Taxes, Annuities, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives Upon completion of this basic course, the student should be able to:
2. List the characteristics of annuities and the benefits of tax deferral 3. Explain how variable annuities work 4. Identify the cash value management tools available to a variable annuity contract owner 5. List the factors to be considered in determining variable annuity suitability 6. Calculate interest to be credited under various fixed annuity contracts 7. Explain the operation of indexed annuities 8. Describe how annuities are taxed 9. Recognize the requirements imposed on the sale of variable annuities under Regulation Best Interest Chapter 1 When you have completed this chapter you should be able to:
Chapter 2 When you have completed this chapter you should be able to:
Chapter 3 When you have completed this chapter you should be able to:
Chapter 4 When you have completed this chapter you should be able to:
Chapter 5 When you have completed this chapter you should be able to:
Chapter 6 When you have completed this chapter you should be able to:
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Course Contents : |