Using Commission-Free Annuities in a Financial Plan

1 Hour CFP®, CIMA®, CPWA®, RMA®

Annuities 101:
How and When to Use Commission-Free Annuities in a Financial Plan

Presented by DPL Financial Partners

Learn about commission-free annuities and earn free CFP CE credits with our online course. Enhance your financial expertise today!

Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients. Knowing when and how to leverage commission-free annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience.

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Free CE Course

Course Details

11 Lessons
1 Quiz
50 Minutes
1 CE Credit

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Who Is This For?

Advisors who want to differentiate their practice by integrating commission-free annuities into client plans.
Financial advisors committed to expanding their knowledge base and leveraging innovative solutions.
Financial professionals pursuing CFP®, CIMA®, CPWA®, or RMA® certifications and wanting to grow in retirement income strategies.

What Will I Learn?

The types of commission-free annuities currently available to fiduciary advisors.
How to match client needs with annuity product types and what to compare when evaluating options.
How to manage and bill on commission-free annuity products to grow your practice.

73%

of financial professionals who sell annuities believe that they help them hold on to their clients.¹

Course Curriculum

Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

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Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.