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Annuities New

Course Description

State Approval Number


4 Hour.


Course Description
As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries. Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.

Topics Covered

LESSON 1: Annuities ? Fundamentals
LESSON 2: Fixed Annuities
LESSON 3: Variable Annuities .

Define the uses and purpose of an annuity.
Recognize the investment function of an annuity.
Discern the difference between an annuity and a retirement plan.
Understand the differences between fixed and variable annuities, and the characteristics that distinguish them.
Be familiar with settlement/payout options.
Identify the benefits associated with annuities.

American Academy of Financial Training Inc. (AAFT), provides outstanding customized training, globally, on a broad mix of financial and banking topics. Our instructors are top practitioners in their respective fields and present information in a captivating, energized, highly interactive style. AAFT experts are also available for consulting and online course development projects. For additional information, log onto our website at www.aaft.net.

The course will be accessible 24/7 with around the clock technical support available.

The course will be available until completion of the final examination.

Testing will consist of lesson quizzes and one final examination.
You will need to pass the examination with a 70% in order to receive course credit.

Your certificate will be immediately available online following successful course completion.

State Requirements

Check Connecticut’s state requirements prior to enrolling (http://www.ct.gov/cid/site/default.asp). Provider – 360training.com, Inc. #S15285. *General credit hours count for either property and casualty or life and health.



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