Learning Live: Annuities, March 2021
March 17, 2021
1:00 - 3:00 PM ET, Virtual Classroom
The Learning Live Series features short, virtual, facilitated sessions that expand your knowledge of essential topics. This session describes how an annuity works, explains the benefits of annuities, and compares and contrasts features of various types of annuities.
Learning Live: Annuities
Topics covered include:
- What is an Annuity?
- Key Figures in an Annuity Purchase
- Annuitization & Annuity Payout Options
- Fixed, Variable, and Indexed Annuities
- Qualified and Nonqualified Annuities
- Activity: Annuities Review
- Activity: Annuity Product Scenarios
Price per session:
- LOMA Member: $149
- Non-member: $289
The Learning Live Series is ideal for:
- Home office employees at insurance, worksite benefit and retirement companies
- Agency field and support staff
- Companies that provide outsourced services to the insurance and financial services industry, including TPAs, FinTech/InsurTech, BPOs, etc.
Other Development Opportunities
FLMI Level 1 Certificate
Understand the fundamentals of insurance products and operations to contribute to company success.
Upcoming 2021 Sessions:
Customer Experience
Wednesday, January 20
1:00 p.m. – 3:00 p.m. ET
Life Insurance Industry Overview
Wednesday, February 24
1:00 p.m. – 3:00 p.m. ET
Annuities
Wednesday, March 17
1:00 p.m. – 3:00 p.m. ET
We're continuing to add new sessions. Please check back often.