Recorded 3/10/2015

Life insurance and annuities can be used separately or jointly to plan for retirement and leave a legacy. This class will help you adapt strategies and product structures to meet different client situations using riders and specific product features including underwriting issues. Mortality credits make these efficient tools for retirement and estate planning so sharpen your skills in using them!

David Mannaioni, CFP®, CLU, ChFC, CPCU is an associate professor at the College for Financial Planning. Utilizing his 30+ years of experience in the financial services industry, David also maintains a financial planning practice where he works with his clients in all areas of financial planning. In addition to his certifications, David holds Life and Health insurance licenses in several states, as well as the Series 6, Series 7, Series 63, and Series 24 registrations with FINRA. You can contact David at

Complexity Level: Overview