This course provides the information and perspective needed to understand the design and scope of fixed and variable annuities. Also included is an in-depth examination of the federal tax regulations concerning these products. This course provides a practitioner-oriented approach to choosing the retirement program that best suits a client's needs. Also discussed are the federal tax and department of labor regulations governing these plans. This is the second part of the two-part series beginning with CE 122.
Quantity discounts are also available.
Instructor guides are complimentary. To download the Continuing Education Registration Form, click here . You must have Adobe Acrobat Reader installed to view and print the forms. If you need the Adobe Acrobat Reader, please go to Adobe's Web site to download the free Adobe Acrobat Reader. Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.