Not All Financial Designations Are Created Equal
From ancient Roman "Annua" contracts, where lump sums were traded for annual payments, to today's sophisticated financial landscape, annuities have enduring value as a tool for financial security. However, their complexity requires more than surface-level understanding. The Certified Annuity Advisor (CAA) designation sets advisors apart by providing in-depth expertise and practical skills to navigate the intricacies of annuities.
A Strategic Path To Career Growth. According to statistics, over 4 million Americans turn 65 annually, with retirement rates projected to rise. This surge creates a growing need for professionals skilled in retirement planning, particularly in providing guaranteed income solutions like annuities that retirees cannot outlive.
Longevity Risk: 10% of those 65+ with $100K+ in assets will live past 95, risking outliving savings (2021 data).
Income Shortfall: Only 47% of adults 50-75 can cover basic expenses with guaranteed income, down 11% since 2017 (LIMRA, 2023).
Annuity Demand 75% of Americans 50+ seek more guaranteed income; 51% of pre-retirees are open to annuities, up from 33% in 2018 (Athene-Kiplinger, 2022; LIMRA, 2023).
The Certified Annuity Advisor (CAA) designation prepares you to meet this demand.
The Certified Annuity Advisor Designation Course addresses this challenge in two significant ways:
At every level, the Certified Annuity Advisor Designation Course achieves these ethical goals and objectives.
The Certified Annuity Advisor (CAA) Course provides financial professionals with in-depth training on annuity products, including fixed, indexed, RILAs and variable annuities. Designed for advisors and insurance agents, the program covers annuity contracts, suitability, and retirement income strategies, empowering professionals to offer tailored advice that helps clients achieve secure and sustainable retirement plans.