This two-hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and are exploring the usage of annuities in their financial planning process. This course is designed to take the confusion out of understanding annuities and provide you with everything you need to know in an easy to understand format to help you determine if annuities are right for you. This course will show you how to clearly define your own retirement objectives and goals, and equip you with the knowledge and tools necessary to put your plans into action. Upon completion you will know what annuities are, where annuities fit in your planning process, how to determine which type of annuity may be best for you, and where to find them.
• What is an annuity?
• What are the various types of annuities?
• Can annuities provide lifetime income?
• Can annuities lose money?
• How to choose the right annuity for you
• What protection or guarantees do annuities offer?
• What are the fees?
• Individuals and couples wanting to gain more knowledge and training about annuities
• People who simply want to better understand what they already have in their portfolios
• Anyone who is not 100% sure they will have a good retirement
