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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:
Market value adjustments
Guaranteed minimum interest rate index
Discussion of owner-driven contracts vs. annuitant contracts
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
New suitability requirements for fixed annuities sold to seniors
Compliance considerations in selling variable annuities - Investor Alerts, etc. from NASD
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.
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.
Book Description National Underwriter Company, 2005. Paperback. Condition: New. book. Seller Inventory # M0872186660
Book Description National Underwriter Company, 2005. Paperback. Condition: New. Never used!. Seller Inventory # P110872186660
Book Description National Underwriter Company, 2005. Paperback. Condition: New. 4. Seller Inventory # DADAX0872186660