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

d-chandler

Natl Underwriter Co

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Books by d-chandler

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The Annuity Handbook