Provides an objective and impartial view of annuities as a tool for implementation. This book is a balanced, thoughtful, well organized discussion of what annuities can and cannot do, what they cost and what risk management features they offer.

The Annuity Advisor

Business & Money

Kitces, Michael E.

Olsen, John L.

Personal Finance

Natl Underwriter Co

A plain-English, no-bull guide to annuities - how they work, when they make sense, when they don't - from a nationally-recognized annuity expert.

John Olsen's Guide to Annuities for the Consumer (2nd Revised Edition)

Finance

Independently published

Tightly-focused discussion of annuity taxation and suitability, with new chapter on the DOL Conflict of Interest rule

Taxation and Suitability of Annuities for the Professional Advisor (Revised & Expanded Second Edition)

STRAIGHT SKINNY about annuities from a nationally recognized expert. NO bull! No hype!

READ THIS BEFORE buying any annuity!

Investing

The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.

The Advisor's Guide to Annuities, 4th Edition

Industries

The National Underwriter Company

Written in plain English, the latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or “longevity annuities” and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on “managed volatility” indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new “fee only” variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor’s Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities―and avoid complications―in this active and ever-changing area.

The Advisors Guide to Annuities 5th Edition

Reference

Catalogs & Directories

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

The Advisor’s Guide to Annuities, 6th Edition

Business

Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's "Reg BI", and NAIC's new Annuity Suitability Model Reg

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