| AAPA 323 describes laws and regulations governing annuities at the state and federal levels in the United States. The text discusses how insurers comply with these laws and regulations. The text covers income, gift, and estate taxation of annuities.
Topics
Covered:
- Annuity Products and How Insurance Companies Develop Them
- Intro to Annuity Regulation
- State Regulation of Companies, Producers, and Annuity Products
- State Regulation of Market Conduct
- State Regulation of Insurer Solvency
- Federal Regulation of Annuities
- Income Taxation of Nonqualified Individual Annuities
- Income Taxation of Individual and Group Retirement Plans Funded by Annuities
- Gift and Estate Taxation 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:
Regulation and Taxation of Annuities, Second Edition (2003); (LOMA; ISBN 1-57974-192-4) [PBD Order # AAPA 323-10-03].
Test Preparation Guide for AAPA 323 (2003); (LOMA; ISBN 1-57974-193-2) [PBD Order # AAPA 323-40-03].
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
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