Delivery: Can be download immediately after purchasing. For new customer, we need process for verification from 30 mins to 12 hours.
Version: PDF/EPUB. If you need EPUB and MOBI Version, please send contact us.
Compatible Devices: Can be read on any devices
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
Additional ISBNs
1936362880, 9781936362882
Reviews
There are no reviews yet.