Textbook
1. Introduction
2. Investment vehicle characteristics
2.1 Equity
2.2 Debt
2.3 Pooled investments
2.4 Derivatives
2.5 Alternative investments
2.6 Insurance
2.6.1 Annuities
2.6.2 Equity indexed annuities (EIAs)
2.6.3 Life insurance
2.6.4 Suitability
2.7 Other assets
3. Recommendations & strategies
4. Economic factors & business information
5. Laws & regulations
6. Wrapping up
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2.6.1 Annuities