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.

Best Insurance Education Company California 4-Hour Annuity Training . iii . c. Direct Mailers 43 d. Advertising Proscriptions 43 e. Other Advertising Issues 43

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