The Development and Operation of Equity Indexed Annuities for CPE Professionals
This course examines the factors that led to the development of Equity Indexed Annuities (EIA); explains how EIAs function; identifies the common interest crediting methods employed in EIAs; discusses participation rates, rate caps and margins and their effect on EIAs, and discusses important suitability principles. Case studies are employed to illustrate how to determine if an EIA is suitable for a customer.