The Changing Annuity Landscape and Solutions
1 CE Credit | 53 Minutes
Annuities have evolved significantly in recent years, creating new opportunities for financial professionals seeking to address client retirement, income, and risk management needs. This course examines the changing annuity landscape, including the growth of fee-based and lower-cost annuity solutions available within the registered investment advisor channel. Participants will explore the role annuities can play within a comprehensive wealth management strategy, review common annuity structures and use cases, and evaluate situations where these solutions may help clients pursue their financial objectives. The course also discusses practical considerations for incorporating annuities into an advisory practice and integrating insurance solutions alongside traditional investment portfolios.
Learning Objectives
- Assess the growing role of insurance solutions within the evolving wealth management landscape.
- Compare common annuity types and their potential applications in financial planning.
- Explore client scenarios and analyze how certain solutions can help clients meet their financial goals.
- Learn how a financial professional can easily implement the insurance service offering in their practice.
To earn a credit, review the video/materials and take the exam by clicking below.