| AAPA 273 introduces the principles of annuities, the annuity contract process, and the major types of annuity products. The course includes information on individual and group annuities, the marketing of annuities, and the taxation and regulation of annuities.
Topics
Covered:
- Annuity Basics
- The Annuity Contract
- Fixed Annuities
- Variable Annuities
- Investment Basics
- Individual and Group Annuities
- Taxation of Annuities
- Regulation of the Annuity Industry
- Marketing and Distributing Annuities
- The Future of Annuities
Begin your annuities education today!
How
to Enroll
Simply log in to
LOMANET, LOMA’s internet-based system that allows students and
training administrators to access student information, monitor progress,
and enroll for exams. New student? Visit LOMANET at www.lomanet.org
and create an account today!
For additional assistance, contact
LOMA’s Office of the Registrar at 800-ASK-LOMA (Option 1) or by e-mail
at education@loma.org.
Ordering
Study Materials
To order AAPA Course Material
contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Annuity Principles and Products, Second Edition (2004); (LOMA; ISBN 1-57974-194-0) [PBD Order # AAPA 273-10-04].
Test Preparation Guide for AAPA 273 (2004); (LOMA; ISBN 1-57974-195-9) [PBD Order # AAPA 273-40-04].
AAPA
Designation Program
The AAPA Program is
designed for those who work in all areas of annuities, including those
in product
development, marketing and sales, administration, customer service, information systems,
investments, accounting, and legal/compliance. Required
courses:
- AAPA 273—Annuity Principles and Products
- AAPA 283—Marketing, Distribution, and Uses of Annuities
- AAPA 303—Annuity Systems and Administration
- AAPA 313—Financial Aspects of Annuities
- AAPA 323—Regulation and Taxation of Annuities
For More
Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the
Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
Go
to the AAPA main page
Download
the LOMA Education and Training Catalog
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