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03/23/3030 Understanding How Different Types of Annuities Work - Wade Pfau - Rebroadcast

This course will be REBROADCAST on: Monday, March 23, 2020, 1:0 PM – 2:00 PM EDT. 

Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Monday, March 23, 2020, 1:00 PM – 2:00 PM EDT.

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. 

Before then, Congress must take action to allow full benefits to be paid on time.

This presentation seeks to provide a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, deferred variable annuities, and fixed index annuities. For the latter two, we will focus on how they provide exposure to market upside and on how optional guaranteed lifetime withdrawal benefit riders can support lifetime spending

In this one-hour session on "Understanding How Different Annuites Work", you will learn:

    1. Distinguish between major annuities categories such as variable or fixed, immediate or deferred;
    2. Understand mechanics for how downside protection, upside potential, and liquidity features work for different annuity types;
    3. Appreciate the risk pooling insurance aspect provided by annuitization or by guaranteed distributions through an optional guaranteed lifetime withdrawal benefit.

 Your presenter is Wade Pfau, Ph.D., CFA.

Wade Pfau, PhD, CFA, Professor of Retirement Income

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Brin Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.

Wade hosts the Retirement Researcher website and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He is the author of Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work - Wade Pfau

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

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03/23/3030 Understanding How Different Types of Annuities Work - Wade Pfau - Rebroadcast

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