Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.
Commemorate Financial Freedom Month with a closer look at the tax rules for non-qualified annuities and key planning considerations when educating clients.
85% of retired Baby Boomers say lifetime income makes a bigger difference than they thought it would in retirement.1
In this webinar we will discuss:
- What are the two phases of a non-qualified deferred annuity?
- How is annuity withdrawal taxed in the first phase of a non-qualified deferred annuity?
- What are some exceptions to the 10% early withdrawal penalty?
Program knowledge level: Advanced
Overview of Non-Qualified Annuity Taxation
Tuesday, October 27
1:00 p.m. ET; 12:00 p.m. CT
Expand your expertise–register for the complete Tactical Tuesday webinar series.
Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.
This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn 1 CPE credit per webinar. Register for additional opportunities today!
| November 17 | Special Planning for Special Families |
| December 15 | Secure the Future of a Business: Buy-Sell Agreements |
All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None
Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
1. American Council of Life Insurers (ACLI), 2025 Life Insurers Fact Book; ALIRT Insurance Research, October 2025; LIMRA/Empathy, May 2026
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