| |
|
| |
Certified Annuity Specialist (CAS) Training Class |
|
| |
|
|
| |
|
|
| |
Certified Annuity Specialist (CAS) Training Seminar
With well over $1 trillion invested in variable annuities alone, annuities are second in popularity only to mutual funds. Yet, even though annuities have been around for over 50 years, there has never been a certification program devoted exclusively to fixed-rate and variable annuities - until now.
The Certified Annuity Specialist (CAS) designation demonstrates the advisor's expertise and commitment. And, since it differentiates one from the tens of thousands of other advisors who offer the same products, it is also an excellent marketing tool.
The investing public realizes that general practitioners can only provide knowledge and help to a certain point. When it comes to someone's nest egg or the use of a complex investment vehicle, investors want an expert, and you can prove you are one with the CAS designation!
Covered Topics
Core
Annuity basics, features and benefits
Suitability, illustrations and marketing
Performance metrics for risk and returns
Subaccount asset classes and categories
Tax treatment of distributions and gifts
Liquidity, penalties and premium taxes Asset allocation basics
Advanced
Assessing risk tolerance
Contract structure and ramifications
Suitability: annuities vs. mutual funds
Annuity guarantees and insurance features
Risk measurements and allocations
Management criteria and selection
Using annuities for retirement income
Variable annuity investment options
Spousal election and joint ownership
Asset/liability matching
Fixed-rate vs. variable annuitization
Equity-indexed annuities
Floors, spreads and participation rates
Specialty
Balancing client goals and concerns
Structured settlements
Alternatives to annuitization
Death prior to and after annuity date
Mechanics of EIA investing
Stepped-rate and market value annuities
Certificate and bonus rate contracts
Two-tiered fixed-rate annuities
How living benefits work
Modern portfolio theory (MPT)
Value vs. growth
Fiduciary concerns
Behavioral finance
Niche markets for annuities
Course Materials
Upon placing your order, you will receive:- Manual and Procedural Guide
- Three spiral-bound books (updated monthly), each containing two modules
- Interactive Testing CD
- Desk Reference Guide
The cost of this program includes everything: registration, materials, shipping, handling, testing, and the handy IBF Desk Reference!
Earning The Designation
CAS is fully accredited and is the oldest designation in the annuity industry. It is the only such designation recognized by dozens of Fortune 500 companies.
The CAS program is a 60-hour self-study program. Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within a couple of months.
Note: This course may be taken independently for professional development or in pursuit of the CAS designation. Click on this hyperlink for more information on certification requirements.
Continuing Education
This program is approved for continuing education (CE) credit to meet a candidate's professional development requirements. Approvals are subject to change, and the student is responsible for confirming the credits approved for a given state or organization.
|
|
| |
|
|
| |
|
|
| |
|
|
| |
|
|
| |
|
|
| |
Price |
|
| |
$1,165.00
|
|
|
|
|
|
| |
|
|
|
|
| |
|
|
| |
|
|
|
| |
|
|
|
| |
|
|
| |
Select a market segment to view more courses
|
|
| |
|
|
| |
Or, select a category to view more Law courses
|
|
| |
|
|
| |
 Browse By Category
Browse By Location
Browse New Courses
|
|
| |
|
|
|
| |
| |
|
|
|
|