California - Annuities & Pension Plans – 183591-218863-WCS (12 Credits)

This comprehensive course provides licensed life agents with essential knowledge on annuities, pension plans, and retirement planning. Covering fixed, variable, and equity-indexed annuities, the course explores their structure, tax treatment, payout options, and suitability for clients. You'll also dive into IRAs, Roth IRAs, 401(k) plans, Keoghs, disability retirement, and Social Security planning. With a strong emphasis on agent responsibilities and ethical practices, this course equips professionals to confidently guide clients through retirement income strategies and compliant sales practices. Life & Health Agents