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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information


Asset Allocation for Annuities


Asset Allocation is usually dealt with in a static setting. This workshop will deal with how an individual will benefit from planning for their different needs at different points in their lives. It will also demonstrate what solutions work over the years through the proper allocation of assets and the changes that have to be made along the way. It explains the basics of asset allocation so their clients can make the proper decisions when investing in vehicles such as variable annuities to meet the currents and future needs. Asset Allocation features of an annuity are explained in concept and in application. Features of the annuity product such as tax-deferral are defined and specific variables such as the types of minimum guaranteed death benefit, withdrawal allowances and annuitization schedules are also covered.  

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