Our panel of experts will address what annuities can and cannot do. Are they accumulation products or are they distribution products or are they risk management products? The program will examine risk management in financial planning and application of annuities in a plan. The program provides an in-depth look at products and features that are appealing to clients who have specific goals to reach and need an annuity to accomplish the intended results. Guaranteed living benefits, the latest innovation in variable annuities, will be explored. Case studies on how annuities solved financial problems will be presented.

After completing this program, you will be able to understand:

• Whether an annuity has a place in your client’s financial plan
• The role of annuities in estate plans an trusts
• The pros and cons, as well as the appropriate use of different types of annuities
• The rules for beneficiary designation and tax treatment of annuities
• How to address the myths and misconceptions about annuities

Who should attend? Financial planners, insurance producers, investment advisers, retirement counselors, and estate planners.

Available on DVD only. Books not available.