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An Advanced Look into Annuities

AN ADVANCED LOOK INTO ANNUITIES

This webinar has expanded to 1.5 CPE
Cost Free
Presentation Length 1.5 hours

Recorded DateSeptember 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about how these products work.

Learn about the crediting strategies, choosing the right income rider, deciphering bonuses given by insurance companies, the difference between accumulation and income account values, "stretching" an annuity, and how a Market Value Adjustment (MVA) can be advantageous.

Learning Objectives:


  • Identify components of annuity contracts, including crediting strategies, bonuses, and income riders

  • Recognize the differences between fees and spreads

  • Identify minimum guaranteed contract values and surrender charges

  • Determine overview exit strategies and 1035 exchanges

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
 

About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.