Personal Finance and Fixed Annuities

Course details

This course is a comprehensive description of the features and benefits of Fixed Annuities.  The information is generic and does not represent the product of any insurance company.  

Discover if a Fixed Annuity is Suitable for You

• You will learn how you can earn interest in a Fixed Annuity
• You will learn how you can use a Fixed Annuity to establish for yourself a lifetime income.
• You will learn about Fixed Annuity features such as Surrender Charges, Market Value Adjustments, tax deferred earnings,and bonuses paid on premium,  

A Fixed Annuity is an insurance product you may be glad you learned about

If you are a resident of the United States, because this course is about Fixed Annuities offered in the USA, and if you are about 40 years of age or older, and if you have discretionary savings and/or income you wish to use to establish for yourself financial security, this may be valuable information for you.

This course makes use of hypothetical examples to clarify some of the important information. 

This course is presented using PowerPoint slides with my narration, and is a little over one hour in length.

The information in this course will make you an informed consumer should you decide to consider the acquisition of a Fixed Annuity from a licensed professional in your community