Module 12: Variable Annuities
This course provides an in-depth exploration of variable annuities, offering insights into their structure, benefits, and risks as part of a retirement and investment strategy.
- Understanding Variable Annuities: Learn the basics of variable annuities, including how they differ from fixed annuities, the role of subaccounts, and the potential for tax-deferred growth.
- Investment Options and Performance: Explore the variety of investment options within variable annuities, and how market performance affects the value of the annuity.
- Risks and Costs: Understand the risks involved, such as market volatility, as well as fees and charges associated with variable annuities, including mortality and expense charges, administrative fees, and surrender charges.
This course is ideal for financial professionals and individuals seeking to understand how variable annuities fit into a broader retirement and investment plan.
Module 12 focuses on variable annuities, an essential part of the Series 7 Exam. It covers different types of annuity contracts, purchasing methods...
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