Introduction to Understanding Annuities
  • Introduction
  • What is an Annuity?
  • The "A word": What are Annuities? (Article)
  • Annuity vs. Annuitization
  • Annuity vs. Annuitization (Article)
  • Benefits and Downfalls of Employer Sponsored Annuities
  • Distributions from a Non-Qualified Annuity
  • Exception of 59 1/2 Rule for Non-Qualified Annuities and Qualfied Annuities
  • Tax Deferred
Immediate Annuities
  • Introduction to Immediate Annuities
  • Your Life Only for Immediate Annuities
  • Joint Life
  • Period Certain
  • Death Benefit
Fixed Annuities
  • Fixed Annuities Course
  • Traditional Fixed Annuities
  • Fixed Indexed Annuities.mp4
  • Guaranteed Minimum Interest Rate
  • Downfalls of Fixed Indexed Annuities
  • Keeping Up With Inflation
  • Fees for Fixed Indexed Annuities
  • Grandfathered-In Fixed Annuities
Variable Annuities
  • Variable Annuities Course
  • Individual Variable Annuities
  • Not all Variable Annuities Have High Fees
  • Who is in Control of Your Sub-Accounts?
  • Share Classes of Variable Annuities
  • Allocation Control
  • Mortality and Expense Fee
  • Riders
  • Subaccount Fees
Bonuses
  • Riders for Bonuses
  • Bonuses of Fixed Indexed Annuities
  • Bonus Toward Annuitization
Early Withdrawals
  • Early Withdrawls
  • Free Outs
  • Surrender Charge
  • Market Value Adjustment
  • Return of Premium Feature
Riders
  • Income Riders
  • Death Benefit Riders
  • Return Of Premium Riders
  • Bonus Riders