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Current Annuity Considerations in Retirement Planning

This course explores the role of annuities as a key component of retirement planning. Students will examine the different types of annuities—fixed, variable, indexed, immediate, and deferred—and their respective benefits and limitations. The course delves into tax implications, payout options, and the use of annuities to generate guaranteed lifetime income. Participants will also explore optional annuity features like inflation protection and death benefits, along with the associated costs and considerations. By the end of the course, students will be equipped to assess the suitability of annuities within a broader retirement plan, understand current regulatory trends, and navigate the evolving annuity marketplace.

This is an example of a standard product with sessions with enroll into seperate sections into Brightspace course, includes quantity discounts and member pricing.

This product is connected to one course. Upon purchase the end user is enrolled into that course.

As people live longer and face increasingly complex financial decisions, retirement planning has become more critical than ever. This course is designed to provide you with a comprehensive understanding of how annuities can be an essential tool in ensuring financial security during retirement.

Throughout this course, we will explore various types of annuities and their unique features, assess their suitability within diverse retirement portfolios, and analyze the current trends impacting annuity markets. You’ll gain insights into key topics such as tax implications, guaranteed income streams, and how to evaluate annuity products based on individual financial goals and needs.

Whether you're a financial advisor looking to enhance your understanding of annuity products or someone planning for retirement, this course will equip you with the knowledge needed to make informed decisions regarding annuities in today's evolving financial landscape.

  1. Understand the types and structures of annuities.
  2. Evaluate the pros and cons of incorporating annuities into retirement plans.
  3. Navigate the tax and regulatory considerations surrounding annuities.
  4. Utilize annuities to generate a steady, lifetime income stream.
  1. Financial Advisors and Planners: Professionals in financial services will benefit from a deeper understanding of annuities to better serve their clients. This course provides insights into evaluating annuity products and integrating them into comprehensive retirement plans.
  2. Retirement Specialists: Individuals who focus specifically on retirement planning will gain valuable knowledge on how annuities can be used to secure stable income and address clients’ retirement concerns.
  3. Investors and Retirement Savers: Anyone planning for retirement or looking to optimize their retirement savings will find this course useful. It will help you understand how to use annuities as part of a balanced retirement strategy.
  4. Insurance Professionals: Those working in the insurance industry who want to expand their expertise in annuities will find this course beneficial for understanding product features, benefits, and market trends.
  5. Estate Planners: Professionals involved in estate planning will learn how annuities can fit into estate strategies, providing income and protection for beneficiaries.
  6. Individuals Planning for Retirement: If you’re approaching retirement or already retired, this course will help you make informed decisions about incorporating annuities into your financial plan to ensure a steady income throughout retirement.
  7. Financial Educators and Trainers: Those involved in teaching financial literacy or training others in financial planning will benefit from the comprehensive content, which can enhance their ability to educate others on annuities.

By participating in this course, you'll gain the knowledge necessary to navigate the complexities of annuities and apply them effectively in various financial contexts.

Available sessions:

Date Location Seats Remaining Price
Fall 2024 Location: Brightspace $1,000.00
Spring 2025 Location: Brightspace $1,000.00

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