Description
Covers several types of annuities, including traditional, private placement variable, private, and charitable annuities.
Objectives
- Types and features of annuities
- Rollovers, distributions, creditor protection
- Integrating annuities with tax and financial planning
- Taxation and income tax planning
- Integration with other areas of PFP
Highlights
- The risk management process
- Principles of risk management
- Identification of potential loss exposures
- Risk management techniques
- Professional environment
- Regulatory environment
- Carrier environment Compensation methods