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Free cpe webinars
An Advanced Look Into Annuities

AN ADVANCED LOOK INTO ANNUITIES

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 11, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Certain features of annuity contracts are typically oversold and the financial advisors or insurance agents selling them might be less knowledgeable on how these products work.

Learn about the crediting strategies, choosing the right income rider, deciphering bonuses given by insurance companies, the difference between accumulation and income account values, “stretching” an annuity, and how a Market Value Adjustment (MVA) can be advantageous.

Learning objectives:


  • Learn components of annuity contracts including crediting strategies, bonuses, and income riders.

  • Understand the differences between fees and spreads.

  • View minimum guaranteed contract values and surrender charges.

  • Overview exit strategies and 1035 exchanges.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

About Our Presenter

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At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.