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Webinar - Advising Clients With Annuity Questions
The first hour will cover the main types of annuity contracts being offered to clients today for investment of their retirement savings and other monies. Both major forms -- Variable annuities and Fixed Indexed annuities -- will be covered in detail. The second hour will cover the decisions that arise when clients receive benefits from qualified retirement plans and or life insurance death benefits, including lump sum payout versus an annuity payout, and how to advise as to the form of annuity that makes sense.