Beschreibung The Advisor's Guide to Annuities (English Edition). Designed for professionals who need to know how and when annuities work, 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. Fully cited and sourced, this one-of-a-kind resource covers:» New, vital information on the 12 suitability factors» The many aspects of annuities (their structure and variations)» Investment and risk-management purposes for incorporating annuities into financial management plans» Updated discussion of Living Benefits in deferred variable annuity contracts» Tax traps that can get you into trouble» Revised and updated material on the changing standard of care with regard to all annuity advisors» The effect of section 989J of the Dodd-Frank Act and its relation to the Suitability in Annuity Transactions Model Reg. of 2010The day when advisors could rely on the old, tried-and-true rules is long gone. This book covers key developments, including:» Why having the client’s deferred annuity payable to the Revocable Living Trust can get you sued» The potential nightmares associated with annuities owned by or payable to a trust» Determining who should be the owner and who should be the annuitant» Whose death triggers which death benefit on the annuity you’re showing?» Why the owner and annuitant should be the same person» Why jointly held annuities can get you in trouble» And much, much more!
The Advisorâs Guide to Annuities, 5th Edition ~ Written in plain English, the latest updated and expanded edition of The Advisorâs 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 clientsâ 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.
Advisor's Guide to Annuities, 5th Edition. (eBook, 2017 ~ eBook: Document : English: Rating: (not yet rated) 0 with reviews - Be the first. Find a copy online. Links to this item. ProQuest Ebook Central Find a copy in the library. Finding libraries that hold this item. Details. Genre/Form: Electronic books: Additional Physical Format: Print version: Olsen, John L. Advisor's Guide to Annuities, 5th Edition. Newburyport : The National Underwriter .
: Advisor's Guide to Annuities, 5th Edition ~ Written in plain English, the latest updated, revised, and expanded edition of The Advisorâs 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 clientsâ 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 .
The Advisor's Guide to Annuities eBook by John Olsen CLU ~ Read "The Advisor's Guide to Annuities" by John Olsen CLU, ChFC, AEP available from Rakuten Kobo. Designed for professionals who need to know how and when annuities work, The Advisorâs Guide to Annuities provides objec.
Advisor's Guide to Annuities - Olsen Annuity Education ~ His book that he co-authored with Michael Kitces, The Advisor's Guide To Annuities, should be required reading for anyone that sells or recommends annuities. I believe that this book should be the basis for increased educational standards within the industry. In addition, John's other book, Taxation and Suitability of Annuities for the Professional Advisor is the best resource of its kind. If .
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The Advisor's Guide to Annuities by John Olsen CLU, ChFC ~ Designed for professionals who need to know how and when annuities work, The Advisorâs 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. Fully cited and sourced, this one-of-a-kind resource covers:
: The Advisor's Guide to Annuities, 4th Edition ~ : The Advisor's Guide to Annuities, 4th Edition (9781939829771): Olsen, John L., Kitces, Michael E.: Books
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Advisor's Guide to Annuities, 5th Edition / 9781945424540 ~ Advisor's Guide to Annuities, 5th Edition by John L. Olsen, CLUÂź, ChFCÂź, AEPÂź and Michael E. Kitces, MSFS, MTAX, CFPÂź, CLUÂź and Publisher The National Underwriter Company. Save up to 80% by choosing the eTextbook option for ISBN: 9781945424540, 1945424540.
Understanding Annuities: The Basics ~ Today, annuity products offer living benefits that provide principal and income guarantees to protect your retirement income from declining markets. There are three basic types of living benefits, each with a distinct objective: GMAB, GMIB, and GMWB. The chart on the next page provides a summary and some additional considerations. Understanding Annuities: The Basics, continued. Page 5 . A .
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