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Title |
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Unit 1: Annuities –
Introduction |
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Unit 2 - Annuities -
Types, Contract Conditions |
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Unit 3 - Annuities -
Annuity Options |
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Unit 4 - Annuities - Investor
Considerations II, Variable Annuities |
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Unit 5 - Annuities - Variable
Annuities II |
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Unit 6 - Annuities - Variable
Annuities III |
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Unit 7 -
Annuities - Variable Annuities IV |
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Unit 8 - Annuities - Variable
Annuities V |
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Unit 9 - Annuities - Advantages |
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Unit 10 - Annuities - Disadvantages |
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Unit 11 - Annuities - Mutual Funds vs
Annuities, Taxation |
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Unit 12 - Annuities - Taxation II,
Group |
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Unit 13 - Annuities - TSAs, Group
Annuities II |
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Unit 14 - Annuities - Equity-Indexed |
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Unit 15 - Annuities - Equity-Indexed
II |
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Unit 16 - Annuities - Tax-Deferred
Qualified |
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Unit 17 - Annuities - Terms to
Remember |
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Unit 18 - Pension Planning - Intro,
Pension Plans |
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Unit 19 - Pension Planning - Pension
Plans II, Qualified |
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Unit 20 - Pension Planning -Setting up
a Pension Plan |
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Unit 21 - Pension Planning -Tax
Benefits II |
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Unit 22 - Pension Planning -ERISA,
IRAs, SEPs, Annuities |
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Unit 23 - Estate Planning - Intro |
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Unit 24 - Estate Planning - Process |
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Unit 25 - Estate Planning - Process II |
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Unit 26 - Estate Planning - Process
III |
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Unit 27 - Estate Planning - Process IV |
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Unit 28 - Needs Analysis - Intro |
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Unit 29 - Needs Analysis II |
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Unit 30 - Needs Analysis III |
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Unit 31 - Needs Analysis IV |
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Unit 32 - Needs Analysis V |
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Unit 33 - Needs
Analysis - Fact Finding |
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Unit 34 - Needs Analysis - Fact
Finding II |
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Unit 35 - Long Term Care |
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Unit 36 - LTC - Policy Provisions |
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Unit 37 - LTC - Regulations |
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Unit 38 - Ethics - Intro |
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Unit 39 - Ethics - Fiduciary, Risk
Mgmt |
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Unit 40 - Ethics - Duties, Code of
Ethics |
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