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Continuing Education Online Self-Paced

KY Annuity Product Suitability - 4 Hours

This course provides an in-depth explanation of the various types of annuities and their features, how to structure annuities and the necessary due diligence for making appropriate recommendations. This course will also cover regulations regarding the sales of annuities aimed at safeguarding consumers.

$13.99
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SKU 613KY040300A00

What You'll Learn

  • How to compare different types and classifications of annuities
  • How to avoid regulatory hot-buttons and common sales trap
  • The meaning of equity-indexed annuity
  • Trade funds and fund families within a variable annuity vs. mutual funds
  • The risk-reward relationship of equity index and variable annuities
  • Basic tax rules a business must follow
  • How to lead clients through selecting appropriate annuities
  • Appropriate practices to sell annuities and replace existing annuities

NMLS APPROVED ID 134640