Overview

Learn how annuities can be a financial tool for those looking for immediate payouts or as a viable option to reach your retirement savings goal.

Duration: 5-7 minutes

Topics and Learning Objectives

  1. Understand what an annuity is and its role in retirement planning.
  2. Calculate and determine personal retirement savings goals.
  3. Understand the benefits and role of annuities in retirement planning.
  4. Determine which annuity investment option is better aligned with personal retirement savings goals.
  5. Understand the process of opening and purchasing an employer-sponsored and a personal annuity.
  6. Develop best practices to maintain annuities during the accumulation and distribution phase; including, change in employment and appointing beneficiaries.

Marketing Teaser

Want to learn more about how annuities can support your short- and long-term retirement savings goals? Investing in annuities can help to ensure that you will have a dependable and regular source of income in retirement.

The topic will help you:

  • Understand what an annuity is and the differences between an immediate annuity and a deferred annuity
  • Discover how to maximize your investment options and use annuities to get your retirement savings goals on track
  • Get started with an annuity investment strategy

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Anyone can be an investor! Take this quick course to understand how annuities can help you get your retirement savings goals on track: [LINK]


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Do you know the differences between an immediate annuity and a deferred annuity? Take this course to learn more about how investing in annuities can help to ensure that you will have a dependable and regular source of income in retirement: [LINK]


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