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Introduction to Annuities

INTRODUCTION TO ANNUITIES

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Finance
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Learn the basics of how annuities work, their phases, the different types including pros and cons, tax treatment, and when it’s appropriate to use one.

Learning Objective:


  • Learn a general overview of annuities.

  • Gain basic information to provide an understanding of the differences of who may or may not be a fit for an annuity.

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

Additional Materials
Annuities Article
Frequently Asked Questions
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About Our Presenter

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At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.