Darlene K. Chandler The Annuity Handbook

ISBN 13: 9780872186668

The Annuity Handbook

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9780872186668: The Annuity Handbook
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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

"synopsis" may belong to another edition of this title.

About the Author:

Chandler is an Associate Editor with The National Underwriter Company. Prior to joining the National Underwriter, she spent several years as an Advanced Sales Consultant in the home office of a Midwest-based mutual life insurance company where she worked closely with the company's nation-wide field force, providing technical support concerning the tax and legal issues surrounding employee benefit plans, estate planning, and business insurance.

"About this title" may belong to another edition of this title.

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Darlene K. Chandler
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