About this Course
Over 2.5 Hours of Video in this Course Uncover the fundamentals of various annuities, from fixed to variable, and gain insights into taxation, living benefits, and the 1035 exchange. This course provides a comprehensive overview, dispelling myths and comparing annuities to CDs and mutual funds, ensuring you navigate the wealth landscape with confidence and expertise. Key Takeaways: Annuity Fundamentals: Explore the basics of annuities, understanding their types, features, and comparisons to traditional investment avenues like CDs and mutual funds. Taxation Insights: Delve into the taxation nuances of annuities, covering key aspects in multiple parts, ensuring a comprehensive understanding of their financial implications. Advanced Annuity Strategies: Gain insights into complex annuity concepts such as variable annuity living benefits, split-funded annuities, and registered index-linked annuities, empowering you to navigate the wealth landscape with advanced knowledge and strategic acumen.
You can also join this program via the mobile app. Go to the app