Prerequisite: This course assumes you already have a basic grasp of how annuities work. Although optional, we recommend that you complete course #281: Introduction to Annuities before attempting this course.
In this course, Product Specialist Gina Hawks will teach you about American Equity’s Advantage Gold annuity product. This policy has a lower minimum premium than most annuities, so it great for clients who don’t have a lot up front, but want to add money to their policy later. This product also allows your client to put both qualified and non-qualified money into the policy.