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Insurance Basics: Annuities

Course Type: Instructor-Led, Virtual Classroom
Topics: Life Insurance
Language: English


The Insurance Basics Series is part of the Learning Live Series, featuring short, virtual, facilitated sessions for insurance professionals. This session describes how an annuity works, explains the benefits of annuities, and compares and contrasts features of various types of annuities.

The Insurance Basics series is ideal for:

  • Newly hired professionals who need to learn about the industry
  • Emerging leaders who need a broad perspective of the business
  • Skilled professionals with roles expanding beyond a single business unit

Price per session: $149 per person

Insurance Basics: 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 

Is there a topic you would like to see addressed in the Learning Live Series? Please let us know at education@loma.org.


    Other Development Opportunities

    FLMI Level 1 Certificate
    Understand the fundamentals of insurance products and operations to contribute to company success.

    Upcoming Sessions

    Insurance Basics: Life Insurance Products 
    September 30, 2020
    11:00 a.m. - 1:00 p.m. EDT, Virtual Classroom 

    We're continuing to add new sessions. Please check back often. 

    Learning Live Series Homepage

    Is there a topic you would like to see addressed in the Learning Live Series? Please let us know at education@loma.org.