March 2016
Intermediate to advanced
700 pages
144h 54m
English
How does an annuity differ from life insurance?
Describe the major characteristics of a fixed annuity.
Identify the annuity settlement options that are typically found in a fixed annuity.
Describe the basic characteristics of a variable annuity.
a. Explain the major characteristics of an equity-indexed annuity.
Explain the major characteristics of a longevity annuity.
Explain the eligibility requirements for a traditional IRA.
What are the annual contribution limits to an IRA?
Explain the basic characteristics of a traditional IRA.
Describe the major characteristics of a Roth IRA.
What is an IRA rollover?
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