Essentials of Annuities

1 Credits: Specialized Knowledge


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Essentials of Annuities

Course Level
CPE Credits

1 Credits: Specialized Knowledge

Course Description

Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and their characteristics, as well as the financial circumstances under which they make sense. The course also addresses a number of problems with annuities, and covers several best practices that can be applied to enhance your returns from them. The course also covers several related topics, including the tax impact of annuities, insurance company ratings, and the risks covered by annuities. The intent of the course is to give you a solid grounding in the fundamentals of annuities.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the risks that can be mitigated with an annuity contract.
  • Recall the benefits of purchasing the different types of annuity contracts.
  • Recognize the characteristics of the various types of annuity contracts.
  • Specify the parties to an annuity contract.
  • Recall the applicable tax rules for the different types of annuity contracts.
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Course Specifics

Course ID
Revision Date
March 29, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …