The Annuity Handbook, 4th Edition has been updated with the latest available information on nonqualified annuities to provide a comprehensive look at the most current information on the markets, compliance issues, taxation, and uses of annuities. What's NEW in the 4th Edition: Product Features: Market value adjustments Guaranteed minimum interest rate index Discussion of owner-driven contracts vs. annuitant contracts Bonus annuities Guaranteed death beneftis in variable annuities Uses of Annuities: Trust ownership of annuities Use of annuity payouts and settlement options for retirement income distribution planning Split annuity sales idea Annuities owned by Medicaid applicants/recipients Expanded discussion of annuities and retirement planning to include retirement income distribution considerations Compliance: New suitability requirements for fixed annuities sold to seniors Compliance considerations in selling variable annuities - Investor Alerts, etc. from NASD Tax Updates: Systematic Withdrawals - uses and taxation of General update of income, gift, and estate tax rates Updated discussion of Section 1035 exchanges Expanded discussion of pre-59 1/2 withdrawals and 10% premature penalty tax Discussion of whether annuity "losses" are deductible

The Annuity Handbook: A Guide to Nonqualified Annuities

Business & Money

Chandler, Darlene K.

Finance

Natl Underwriter Co

The Annuity Handbook, 4th Edition has been updated with the latest available information on nonqualified annuities to provide a comprehensive look at the most current information on the markets, compliance issues, taxation, and uses of annuities. What's NEW in the 4th Edition: Product Features: Market value adjustments Guaranteed minimum interest rate index Discussion of owner-driven contracts vs. annuitant contracts Bonus annuities Guaranteed death beneftis in variable annuities Uses of Annuities: Trust ownership of annuities Use of annuity payouts and settlement options for retirement income distribution planning Split annuity sales idea Annuities owned by Medicaid applicants/recipients Expanded discussion of annuities and retirement planning to include retirement income distribution considerations Compliance: New suitability requirements for fixed annuities sold to seniors

The Annuity Handbook

Education & Reference

The National Underwriter Company

Features new discussions of business overhead insurance, workers compensation, employers liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text. Chapters hone skills/strategies towards: -Insurance company and policy selection -Overviews of business liability and health-related insurance -End of chapter questions to reinforce key concepts -Glossary of key risk management terms

Risk Management for Financial Planners

Massmann, Susan

Barlow, Christine

Maheu, Kelly

Maloney, Susan

Insurance

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