The Advisor’s Guide to Annuities, 5th Edition

$106.00

The stakes are high. Today in certain circumstances fixed annuity agents may get in serious trouble just for selling fixed annuities. Source of funds issues have raised many complicated questions about whether or when annuity agents are directly or indire

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The stakes are high. Today in certain circumstances fixed annuity agents may get in serious trouble just for selling fixed annuities. Source of funds issues have raised many complicated questions about whether or when annuity agents are directly or indirectly providing investment advice. Anyone and everyone working in the annuities area must be fully informed of these issues in order to avoid the potentially serious consequences that can arise.This comprehensive single-volume guide to annuities enables you to avoid pitfalls and Make the best use of all types of annuitiesHandle both the investment and risk management goals of annuitiesIncrease your understanding of not only how to sell annuities but how they work when they should be used and which sales techniques are best suited to which circumstances.In these pages youll find full coverage ofThe threats posed by source of funds issuesNew ChapterThe value of annuitization including analysis of recent and controversial studies on this subjectNew ChapterValuable new information on structured product-based variable annuitiesNew SectionUpdated and expanded discussion of Deferred Income Annuities (DIAs)Current coverage of annuity-related tax developments including the rules on post-death 1035 exchangesA complete update on the new QLAC regulationsAdded material to index annuity sectionFull update on the Neasham case and its implications for insurance agents and financial advisorsWritten by two of the foremost experts in this field The Advisors Guide to Annuities 4th Edition is designed specifically to help you make the most of all the opportunitiesand avoid complicationsin this active and ever-changing area