Annuities

An annuity is a financial product that pays out a fixed stream of payments to an individual, and these financial products are primarily used as an income stream for retirees. Annuities are contracts issued and distributed (or sold) by financial institutions, which invest funds from individuals. An annuity is a long-term investment that is issued by an insurance company and is designed to help protect from the risk of outliving income. Through annuitization, purchase payments (what is contributed) are converted into periodic payments that can last for an individual’s lifetime.

At this meeting participants will review

• Fixed Annuities
• Index Annuities
• Variable Annuities
• SPIA’s

Participants after this session will identify:

• Different types of Annuities
• Internal components and cost associated
• Suitability and Payout Options
• Taxations of Annuities

MEETING POLICIES:

Refund & Cancellations

Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org