Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected.

*The price displayed on this page includes a 30% discount off retail and is exclusive to Texas PIA members. To find your discount code, go to the home page and click on Member Discount Codes in the Quick Links section on the right-hand side .  Enter the discount code at checkout.  If you are not a Texas PIA member, click here to join today!

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