| AAPA 283 examines the current market for annuity sales in the United States and Canada, how annuities are
distributed, and how annuities are used. It also explains how annuity products are designed and promoted and how the marketing of annuities is
regulated.
Topics
Covered:
- The Market Landscape for Annuities
- Marketing Basics
- Uses of Annuities
- Market Identification
- Product Development and Financial
Design
- Distribution of Annuities
- Promotion
- Linking Sales Practices to Customer
Behavior
- State Regulation of Annuity Marketing
- Federal Regulation of Annuities
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:
Marketing
Annuities (LOMA, 2008);
ISBN
1-57974-310-2
PBD Order #
283-10-08
Test Preparation Guide for AAPA 283 (LOMA, 2008)
ISBN
1-57974-078-2
PBD Order #
283-40-08
The
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
|
