| |
Topic |
minutes |
| 1 |
Welcome |
3 |
| 2 |
Workshop Objectives |
3 |
| 3 |
Our Commitment |
3 |
| 4 |
Evaluation Form |
3 |
| 5 |
About your Workbook |
3 |
| 6 |
Financial Challenges |
3 |
| 7 |
Annuities for an Income You Can’t Outlive |
3 |
| 8 |
Income You Can’t Outlive — The Annuity Bonus slide |
3 |
| 9 |
What Is an Annuity? |
3 |
| 10 |
Types of Annuities |
3 |
| 11 |
Deferred Annuity |
3 |
| 12 |
How Deferred Annuities Work |
3 |
| 13 |
Tax-Deferred Compounding Bonus slide |
3 |
| 14 |
Immediate Annuity |
3 |
| 15 |
How Immediate Annuities Work Bonus calculator |
3 |
| 16 |
How Annuities Earn Interest |
3 |
| 17 |
Fixed Annuity |
3 |
| 18 |
Variable Annuity |
3 |
| 19 |
Variable Annuity Disclosure |
3 |
| 20 |
Indexed Annuity |
3 |
| 21 |
Longevity Insurance |
3 |
| 22 |
Longevity Insurance in a Qualified Retirement Plan |
3 |
| 23 |
Tax Considerations |
3 |
| 24 |
Annuities and Taxes |
3 |
| 25 |
The Effects of Taxes and Inflation |
3 |
| 26 |
Penalties and Surrender Charges |
3 |
| 27 |
Trends and Strategies |
3 |
| 28 |
Payout Options Bonus calculator |
3 |
| 29 |
Investing Bonus slide |
3 |
| 30 |
Annuities and Investing |
3 |
| 31 |
Annuities Provide Other Benefits |
3 |
| 32 |
Supplementary Retirement Plan |
3 |
| 33 |
Accessing Funds in an Annuity |
3 |
| 34 |
1035 Exchange |
3 |
| 35 |
Split Annuity Bonus slide |
3 |
| 36 |
Estate Conservation Issues |
3 |
| 37 |
Case Study — The Millers |
3 |
| 38 |
Case Study — Carol Walker |
3 |
| 39 |
Important Questions |
3 |
| 40 |
Four Important Questions |
3 |
| 41 |
Is an Annuity Appropriate for You? |
3 |
| 42 |
Annuity Costs |
3 |
| 43 |
Additional Considerations |
3 |
| 44 |
Should You Choose a Fixed Annuity or a Variable Annuity? Bonus workbook exercise |
3 |
| 45 |
How Do You Allocate a Variable Annuity? |
3 |
| 46 |
Allocating a Variable Annuity |
3 |
| 47 |
The Investment Spectrum Bonus workbook exercise |
3 |
| 48 |
How Do You Select an Insurance Company? |
3 |
| 49 |
Selecting an Insurance Company |
3 |
| 50 |
Annuities and Financial Challenges |
3 |
| 51 |
Annuities and Creative Solutions |
3 |
| 52 |
Where Do You Go from Here? |
3 |
| 54 |
Evaluation Form |
3 |
| 55 |
What to Bring |
3 |
| 56 |
Thank You |
3 |
| |
Total approximate time in minutes |
165 |
 mas reducido.jpg)
