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Continuing Education Online Self-Paced

NJ Annuity Best Interest - Initial - 4 Hours

This course fulfills your initial Annuity Best Interest requirement. This course examines the different types of annuities, their attributes, structuring alternatives, and the due diligence required for making suitable recommendations. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.

$13.99
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SKU 613NJ040303A01

What You'll Learn

  • How to compare different types and classifications of annuities
  • How annuities function and the different parties involved
  • Appropriate practices to sell annuities and replace existing annuities
  • The risk-reward relationship of equity index and variable annuities
  • The accumulation process of flexible premium and lump sum product
  • Trade funds and fund families within a variable annuity vs. mutual funds
  • The trade-offs between annuitization choices and their lifetime payout amounts
  • Basic tax rules a business must follow

NMLS APPROVED ID 88907959