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What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

1 hr CFP®, CRC®, PACE CE

Learn planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and how QLAC ruling provides additional opportunities to benefit retirees.


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Retail:  $39.00      
$39.00

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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Gary Baker, President, US Operation of CANNEX Financial Exchanges Gary Baker, President, President, US Operation of CANNEX Financial Exchanges        

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About this course:

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½.

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½.

 

There are a number of planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and the QLAC ruling provided some new and additional opportunities to benefit retirees.

 

Gary Baker, President, US Operation of CANNEX Financial ExchangesIn this session attendees will learn:

  1. What QLACs are and how they work

  2. Background and history behind the U.S. Treasury ruling

  3. Advantages and disadvantages of QLACs

  4. Strategies for using a QLAC

  5. Which companies are offering QLACs today and samples of rates

Your instructor for this course is:

Gary Baker, President, U.S. Division at CANNEX Financial Exchanges. Gary Baker's experience in the retirement market has broadly covered retail and institutional business as well as insurance and money management.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCQLACElearn15

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