How A Fee-Only RIA Can Advise Clients On Existing Annuities

How A Fee-Only RIA Can Advise Clients On Existing Annuities
Mark Cortazzo
03/22/13 4 PM EST
IWI
Program Id: 524034080
4.4
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As a fee-only advisor, you may not have analyzed enough variable annuity contracts to know the intricacies of specific products owned by your clients and make recommendations about them. It may often seem best to recommend surrendering a VA when the penalty period is over, but often that’s not in a client’s best interest.

 

At this session, you will learn about:

 
The ABCs of VAs—mortality and expense risk charges, administrative and contract fees
When to retain a VA beyond the penalty period
Specific benefits to look for in VA contracts
Which contracts will insurers pay a premium for surrendering

 

Speaker Mark Cortazzo, CFP®, is a Senior Partner of MACRO Consulting Group and an industry expert on variable annuities. Mark’s research over the last 20 years has given him extensive knowledge of the nuances of these programs and his clients have benefitted from his use of variable annuities in non-traditional strategies.

 

Note: This webinar is eligible for IMCA® CE credit for CIMA®, CIMC®, and CPWA® certifications.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Excellent. You continue to bring value by showing me services that I didn't know about. I have a client with $1,300,000 in four annuity contracts I'm going to use annuity review to help me. Thanks Andy

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