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An Advanced Look into Annuities


This webinar has expanded to 1.5 CPE
Available Date(s)
Friday, February 24, 2023: 10:30AM EST

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Top Presenters
Course Description

Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about 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:

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

  • Recognize the differences between fees and spreads

  • Identify minimum guaranteed contract values and surrender charges

  • Determine overview exit strategies and 1035 exchanges

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
(407) 801-2244


Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, 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.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.