The Advisor’s Guide to Annuities, 6th Edition
eBook - ePub
Available until 14 Dec |Learn more

The Advisor’s Guide to Annuities, 6th Edition

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub
Available until 14 Dec |Learn more

The Advisor’s Guide to Annuities, 6th Edition

About this book

  • Focuses on client needs and client interactions
  • Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary
  • Offers helpful review questions at the end of each chapter to reinforce information learned
  • Provides information about the SECURE Act and how it affects annuity beneficiaries

New in the 6th Edition:

  • Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs.
  • New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow.
  • New Chapter 18 entitled “What’s the Best Kind of Annuity for My Client?”, providing clear guidance for determining suitability of annuity types.
  • New Chapter 21 covering practicing defensively in “The Advisor as Defendant,” written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits.
  • Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts.
  • Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders.
  • Enhanced study aids, including chapter summaries review questions for each chapter.

Topics Covered:

  • Immediate vs deferred annuities
  • Fixed vs variable annuities
  • Debunking common myths about annuities
  • Statutory, class, and individual exemptions
  • Taft-Hartley plans (Multiemployer Plans)
  • And More! See the “Table of Contents” section for a full list of topics

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Yes, you can access The Advisor’s Guide to Annuities, 6th Edition by John L. Olsen in PDF and/or ePUB format, as well as other popular books in Business & Insurance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
The National Underwriter Company
Year
2022
eBook ISBN
9781954096431
Edition
6
Topic
Business
Subtopic
Insurance
Index
Business

Table of contents

  1. Title
  2. Copyright
  3. About the National Underwriter Company a division of ALM
  4. Acknowledgements
  5. About the Authors
  6. About the Editors
  7. Glossary
  8. Chapter 1: The Varieties of Financial Need
  9. Chapter 2: Meeting the Need for Income: Taking Money from an Annuity Contract: Distributions as an Annuity
  10. Chapter 3: Meeting the Need for Accumulating Wealth
  11. Chapter 4: The Fixed Declared Rate Deferred Annuity
  12. Chapter 5: The Fixed Index Annuity
  13. Chapter 6: Deferred Income Annuities (Longevity Annuities)
  14. Chapter 7: The Variable Deferred Annuity
  15. Chapter 8: Basic Costs of Annuities
  16. Chapter 9: Enhanced Benefit Riders in Variable and Fixed Index Annuities
  17. Chapter 10: Taxation of Annuity Benefits During Owner’s Lifetime
  18. Chapter 11: Taxation of Annuity Death Benefits
  19. Chapter 12: Annuities and Trusts
  20. Chapter 13: Annuities in Estate Planning
  21. Chapter 14: Current Trends in the Annuity Marketplace
  22. Chapter 15: The Great Annuity Debate: Are Annuities Good or Bad?
  23. Chapter 16: Exploring the Benefits and Challenges of Immediate Annuitization
  24. Chapter 17: Misunderstandings, Myths and Truisms about Annuities
  25. Chapter 18: What’s The Best Kind of Annuity for my Client?
  26. Chapter 19: Suitability and Fiduciary Duty
  27. Chapter 20: Recent Regulatory Rules and Regulations Affecting the Sales of Annuities
  28. Chapter 21: The Advisor as Defendant
  29. Index