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Planning Considerations for Clients with Annuities

Provider: CeriFi Checkpoint Learning

Taxes 0.2 CPE Credits Overview QAS self study
Annuities have unique rules, and understanding them can save your clients money and provide planning opportunities. This short course gives an overview of annuities. Materials used for this course were supplied by Spidell's Federal Taxletter.

This overview course may be appropriate for professionals at all organizational levels.

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