05 May 2023

My-CPE Webinar Replay: What The Advisor Needs to Know About Annuities

The team at MY-CPE has invited me back for another edition of their ongoing series of webinars for tax and finance professionals. See below for a replay of the webinar titled “What The Advisor Needs to Know About Annuities.”

About the Webinar:

Are you looking to expand your knowledge and stay ahead of the game in the financial industry? If so, it’s time to learn more about annuities.

With several trillion dollars of current annuities in multiple forms across thousands of life insurance companies worldwide, probably, a portion of your parents or clients’ fixed-income portfolio includes these tax-deferred accumulation vehicles. By gaining a deeper understanding of annuities, you can help your clients make informed investment decisions and create a more diversified and robust portfolio.

Key topics covered in this course:

  • The 6 basic types of Annuities.
  • How does a Buffered Index Strategy protect a portfolio from a % of the loss?
  • To whom do they make sense
  • What was the Pension Protection Act?