Annuity Suitability and Best Interest Standards - CELEVI

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Chapter 1 Overview of Annuities 7 Topics

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What Is an Annuity?

Parties Associated with an Annuity

Types of Annuities

Annuity Features: Pro and Con

The Purpose of Annuities

Qualified and Nonqualified Annuities

Chapter 2 Basic Annuity Designs 5 Topics

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Traditional Fixed Annuities

Indexed Annuities

Variable Annuities

How Annuities Are Funded

Chapter 3 Annuity Features and Characteristics 10 Topics

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Tax-Deferred Accumulation

Flexible Funding Options

Annuity Charges and Fees

Free Withdrawal Provision

Guaranteed Living Benefit Riders

Chapter 4 Annuity Income Options 7 Topics

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Basics of Annuitization

Fixed Annuitization

Variable Annuitization

Is Annuitization Irrevocable?

Other Annuitization Options

Alternatives to Annuitization

Chapter 5 Annuity Taxation 8 Topics

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Basic Principle of Annuity Taxation

Tax-Deferred Accumulation

Taxation of Annuity Withdrawals

Taxation of Annuitized Income

Taxation of Annuities at Death

Rollovers and the Taxation of Qualified Annuities

Chapter 6 Annuity Best Interest Practices 11 Topics

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The Environment for Annuity Regulations—Then and Now

NAIC Suitability in Annuity Transactions Model Regulation

Provisions of NAIC Annuity Regulation

Meeting the “Best Interest” Obligation

Treatment of Replacements

When a Producer Has No Obligation to the Consumer

Insurer Requirements

Producer Training

Meeting the Best Interest Standard Through Needs-Based Selling

About Instructor

Vivian Taylor

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Course Includes

7 Lessons
48 Topics

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