California 4-Hour Annuity Training - BestEd.com

California 4-Hour Annuity Training Table of Contents I HOW FIXED, VARIABLE, AND INDEX Annuity CONTRACT PROVISIONS AFFECT CONSUMERS 1 A. Identifying and Discussing Contract Provisions 1 1. Interest Rates and Compensation 2 a. First Year Bonus Teaser Rates 3 2. Issue Ages 3 3. Maximum Ages for Benefits to Begin 4 4. Crisis Waivers 5 5. Premium Payments 6 6. Settlement Options- Death of Owner or Annuitant 6 a. Tax-Qualified Plan 6 b. Non-Qualified Plan 6 c. Stretch Option 7 7. Surrender Charges 8 a. Illustrations 8 b. Values 9 a. Market Value Adjustment 9 8. Policy Administration Charges and Fees 9 9. Withdrawal Privilege Options 9 10. Annuitization Options 10 B. Contract Provisions Typically Common to Fixed Annuities 10 1. Death Benefits 11 a. Rights and Obligations of the Annuity Owner 11 i. Entities Eligible for Annuity Ownership 11 ii. Rights of Annuity Owner in Owner-Driven Contract 12 iii. Rights of Annuity Owner in Annuitant-Driven Contract 13 b.

Best Insurance Education Company California 4-Hour Annuity Training . 2 limitation is based on the minimum distribution requirements for qualified annuity

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