Firm Element Seniors and Variable Annuities

Seniors and Variable Annuities

25.00 25.00

  • Course Delivery: On Demand
  • Duration: 1 

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Americans are retiring at a record pace. In fact, in the next 20 years, millions of Americans will be turning 60. And, according to census data, Americans aged 85 and over are the fastest growing segment of our population. The growth of these demographics has led many firms to gear their marketing and sales practices toward seniors and those nearing retirement. Therefore, to maintain ethical business practices, firms must increase their awareness of the unique concerns surrounding senior investors. This course will cover suitability, tax treatment, and regulatory rules regarding sales practices for variable annuities with a focus on clients who are senior citizens.

Topics Covered

This course covers the following topics: Lesson 1: Introduction - Mold Facts and MisconceptionsLesson 2: Toxic Mold InvestigationsLesson 3: Toxic Mold and RemediationLesson 4: Property Insurance and Mold Contaminants Lesson 5: General Liability and Mold Contamination Lesson 6: Professional Liability Expenses and MoldLesson 7: Workers CompensationLesson 8: Claims and Mold Lesson 9: Homeowners Insurance Lesson 10: Medical Insurance and Mold



End of Course Instructions

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Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.


You will be required to pass the final exam with a 70% in order to receive course credit.

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