I.
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 Introduction to Annuities
Annuity Basics
- Accumulation Period
- Annuity Period
Structure and Design of Annuities
Funding Method
Date Annuity Income Payments Begin
- Immediate Annuities
- Deferred Annuities
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 Print Section 1*
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II.
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Annuity Payout Options
- Straight Life Income Option
- Life with Period Certain Option
- Cash Refund Option
- Installment Refund Option
- Joint and Full Survivor Option
- Period Certain Option
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III.
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Annuitization Payout Options
- Annuitization Payout Amounts
Annuity Investment Configuration
- Fixed Annuities
- Variable Annuities
* Accumulation Units
* Annuity Units
Fixed vs. Variable Annuity Features
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Print Section 3*
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IV.
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Special Types of Annuities
Retirement Income Annuity
Market Value Adjusted Annuity
Equity Indexed Annuity
Income Taxation of Annuity Benefit
1035 Contract Exchanges
Tax Sheltered Annuities
Annuities – Summary
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Print Section 4*
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V.
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| Take Chapter 7 Test
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