Introduction to Taxation

What is it?

An Introduction to Taxation is a concise primer on the Federal Income Tax Code and the taxation of life insurance and annuities. This online course covers income tax, including gross income exclusions and deductions, itemized restrictions, exemptions, the Pease limitations, the new tax on investment income, capital gains taxation, tax credits, the AMT, and much more.

What does it look like?

Information is presented in a clean, logical format. Examples, tables and graphics are used where appropriate to enhance comprehension. Key points are called out on most pages.

how much does it cost?

We'll work with you to provide you the best pricing based on your company's unique needs.


How can you get it?

Contact us and we can provide a test drive. Once you've seen how it can help your advanced markets initiatives, we'll take the next steps.


Our contact information can be found here.


Phone: 317-545-2711