Understanding Annuities ~ Annuity Basics

Watch All Six Sessions!

Learn the basics of the financial vehicle your clients need to know!

Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. Those are the exact benefits that a fixed annuity product offers.

Join us as we take a dive into understanding the world of fixed annuity products. Each week we will take a deeper dive into understanding the types, the taxation, and the advantages your clients need to know!
Sessions in this Understanding Annuities
  • 1610549003-fbbe7134dc0d6344
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    Annuities 101: Intro to Annuities
    What exactly is an Annuity? Where did they come from? What are the different types?
  • 1610548965-8a8ee75fa9fa4600
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    Annuities 101: Tax Treatment
    How are annuities taxed? What tax advantages are there? How does Uncle Sam View Annuities?
  • 1610549097-031d29c4f7090a1f
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    Annuities 101: Fixed Indexed, Part I
    What is a Fixed Indexed Annuity? How is it different from other Annuities? How does it work?
  • 1610549114-1df84cee5353029e
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    Annuities 101: Fixed Indexed, Part II
    Comparing the different Index options Crediting method comparisons Caps, Spreads, Participation Rates explained!
  • 1610549123-54ff1c2c0cb22023
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    Annuities 101: Accessing Funds During Deferral
    Annuities are great for deferral, but what happens if your client needs access? We'll dive into the ways to access funds during defe... View more
  • 1610549562-1482ee57e68c9a5a
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    Annuities 101: Understanding Income Riders
    In this webinar we discuss the use of Riders with Annuities, we'll look at Income Riders and Annuitization, and we'll look at the pr... View more

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