Transcription of California 4-Hour Annuity Training - BestEd.com
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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.
Best Insurance Education Company California 4-Hour Annuity Training . 3 . a. First Year Bonus ‘Teaser’ Rates . This is additional interest granted to new purchasers of annuities that is paid on top of
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