This course provides an in-depth examination of Annuities with an emphasis on the classification and contract provisions and the types of annuity plans available and their benefits.

Objectives

• Learn about annuity contract provisions and how benefits are determined.
• Gain insight on qualified plans for annuity and their primary uses.

Major Subjects Covered

• The Historical Development of Annuity Contracts
• Annuity Types and Classifications
• The Parties to an Annuity
• Annuity Contract Provisions
• Taxation of Annuities.
• Qualified Plans and Annuities
• The Primary Uses of Annuities
• The Senior Market
• Reserving Issues with Annuity Contracts
• Consumer Attitudes Towards Retirement