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Where annuities fit in a fiduciary adviserís practice

webcast 2018-05-08

The uncertain status of the Department of Laborís fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone canít provide a solution, where do they turn?

* Accepted for 1 CE Credit by the CFP Board.

Date: Tuesday, May 8, 2018

Time:

In this exclusive webcast, two annuity experts from Great-West Financialģ will discuss how annuities can help meet the challenge of securing retirement income while fitting into a fiduciary adviserís practice, regardless of how regulations may change.

Specifically, they will cover:

  1. Income guarantees of variable annuities
  2. Variable annuity flexibility
  3. Costs
  4. Investment choices in variable annuity platforms
  5. Taxation

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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