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Live Webcast Replay

Understanding Annuities


Total Credits: 1.2 including 1.2 Specialized Knowledge - Technical

Average Rating:
   39
Categories:
Partner Produced |  Practice Management
Speaker:
Mitch Williams
Course Levels:
Intermediate
Duration:
1.2 Hours
License:

Dates


Description

This session is designed to provide the audience with a general understanding of annuities and the different types that are being utilized by people today. It will go over what type of annuity works best given what a person may be looking for in terms of long-term goals.

Basic Course Information

Learning Objectives
  • Knowledge of the various annuities available on today’s market.

Major Subjects
  • The four main types of deferred annuities
  • Income annuities
  • What type of client would benefit from an annuity  

Course Materials

Speaker

Mitch Williams Related Seminars and Products

Hybrid Annuity Consultant

Producers Choice Network - Raymond James


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Those looking for a basic understanding of annuities and how they work.


Original Recording Date

01/2022


Course Developer

MICPA


Date Added to Catalog

12/13/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 39

Comments

Thomas C - Medfield, Massachusetts

"Good basic annuity content - thank you"

Leslie C

"Excellent presentation! It was very thorough."

Stuart E

"Pertinent and timely"

Michael T

" "

Glenn H - Oak Park, Michigan

"Good clear presentation. Thanks"

Douglas B

"Mitch Williams was excellent. Thank you!"