2010 Education and Training Catalog - Who-sells-it.com
2010 Education and Training Catalog - Who-sells-it.com
2010 Education and Training Catalog - Who-sells-it.com
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Course Descriptions Course <strong>and</strong> Assigned Descriptions<br />
Study Materials<br />
<strong>and</strong> Assigned<br />
Study Materials<br />
AAPA 273<br />
Annu<strong>it</strong>y Principles <strong>and</strong> Products<br />
AAPA 273 introduces the principles of annu<strong>it</strong>ies, the annu<strong>it</strong>y<br />
contract process, <strong>and</strong> the major types of annu<strong>it</strong>y products.<br />
The course includes information on individual <strong>and</strong> group<br />
annu<strong>it</strong>ies, the marketing of annu<strong>it</strong>ies, <strong>and</strong> the taxation <strong>and</strong><br />
regulation of annu<strong>it</strong>ies.<br />
Annu<strong>it</strong>y Principles <strong>and</strong> Products, Second Ed<strong>it</strong>ion<br />
(LOMA, 2004)<br />
ISBN 1-57974-194-0<br />
PBD Order # 273-10-04<br />
Test Preparation Guide for AAPA 273 (LOMA, 2004)<br />
ISBN 1-57974-195-9<br />
PBD Order # 273-40-04<br />
AAPA 283<br />
Marketing, Distribution, <strong>and</strong> Uses<br />
of Annu<strong>it</strong>ies<br />
AAPA 283 examines the current market for <strong>and</strong> uses of<br />
annu<strong>it</strong>ies. It also describes how annu<strong>it</strong>ies are developed,<br />
priced, distributed, promoted, <strong>and</strong> regulated in the Un<strong>it</strong>ed<br />
States.<br />
Marketing Annu<strong>it</strong>ies (LOMA, 2008)<br />
ISBN 1-57974-310-2<br />
PBD Order # 283-10-08<br />
Test Preparation Guide for AAPA 283 (LOMA, 2008)<br />
ISBN 1-57974-311-0<br />
PBD Order # 283-40-08<br />
AAPA 303<br />
Annu<strong>it</strong>y Systems <strong>and</strong> Administration<br />
AAPA 303 describes the tasks involved in annu<strong>it</strong>y<br />
administration w<strong>it</strong>h reference to the various internal,<br />
regulatory, <strong>and</strong> market factors that dictate the nature of these<br />
tasks. In add<strong>it</strong>ion, the course discusses the important role of<br />
information technology in annu<strong>it</strong>y administration.<br />
Annu<strong>it</strong>y Systems <strong>and</strong> Administration, Second Ed<strong>it</strong>ion<br />
(LOMA, 2004)<br />
ISBN 1-57974-207-6<br />
PBD Order # 303-10-04<br />
Test Preparation Guide for AAPA 303 (LOMA, 2004)<br />
ISBN 1-57974-208-4<br />
PBD Order # 303-40-04<br />
How to Use This Section<br />
This section lists all designation program courses<br />
<strong>and</strong> their assigned study materials. Courses are listed<br />
alphabetically by course number. For more information<br />
on LOMA’s designation programs <strong>and</strong> detailed course<br />
descriptions, vis<strong>it</strong> www.loma.org.<br />
For descriptions of LOMA’s online courses,<br />
vis<strong>it</strong> www.lomalearn.org.<br />
AAPA 313<br />
Financial Aspects of Annu<strong>it</strong>ies<br />
AAPA 313 describes the process that financial services firms<br />
use to develop <strong>and</strong> design annu<strong>it</strong>y products. This course also<br />
covers financial concepts important to annu<strong>it</strong>ies, such as risk<br />
<strong>and</strong> return in investments, various asset types, future <strong>and</strong><br />
present values, techniques for testing annu<strong>it</strong>y prof<strong>it</strong>abil<strong>it</strong>y,<br />
principles of annu<strong>it</strong>y mortal<strong>it</strong>y, annu<strong>it</strong>y reserves, <strong>and</strong> annu<strong>it</strong>y<br />
expense charges.<br />
Financial Aspects of Annu<strong>it</strong>ies, Second Ed<strong>it</strong>ion<br />
(LOMA, 2007)<br />
ISBN 1-57974-307-2<br />
PBD Order # 313-10-07<br />
Test Preparation Guide for AAPA 313 (LOMA, 2007)<br />
ISBN 1-57974-308-0<br />
PBD Order # 313-40-07<br />
AAPA 323<br />
Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies<br />
AAPA 323 describes laws <strong>and</strong> regulations governing<br />
annu<strong>it</strong>ies at the state <strong>and</strong> federal levels in the Un<strong>it</strong>ed States.<br />
The text discusses how insurers <strong>com</strong>ply w<strong>it</strong>h these laws <strong>and</strong><br />
regulations. The text covers in<strong>com</strong>e, gift, <strong>and</strong> estate taxation<br />
of annu<strong>it</strong>ies.<br />
Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies, Second Ed<strong>it</strong>ion<br />
(LOMA, 2003)<br />
ISBN 1-57974-192-4<br />
PBD Order # 323-10-03<br />
Test Preparation Guide for AAPA 323 (LOMA, 2003)<br />
ISBN 1-57974-193-2<br />
PBD Order # 323-40-03<br />
www.loma.org 17
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