Advisor's Guide to Annuities, 6th Edition (eBook)

John L. Olsen (Autor)

eBook Download: EPUB

2022
414 Seiten
The National Underwriter Company (Verlag)
9781954096431 (ISBN)

Infos

Focuses on client needs and client interactionsProvides in-depth explanations of different types of annuities as well as annuity-based vocabularyOffers helpful review questions at the end of each chapter to reinforce information learnedProvides information about the SECURE Act and how it affects annuity beneficiariesNew in the 6th Edition:Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs.New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow.New Chapter 18 entitled ';What's the Best Kind of Annuity for My Client?', providing clear guidance for determining suitability of annuity types.New Chapter 21 covering practicing defensively in ';The Advisor as Defendant,' written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisors vulnerability to predatory lawsuits.Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts.Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders.Enhanced study aids, including chapter summaries review questions for each chapter.Topics Covered:Immediate vs deferred annuitiesFixed vs variable annuitiesDebunking common myths about annuitiesStatutory, class, and individual exemptionsTaft-Hartley plans (Multiemployer Plans)And More! See the ';Table of Contents' section for a full list of topics

Produkt-Details

• Erscheint lt. Verlag: 13.5.2022
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Betriebswirtschaft / Management ► Spezielle Betriebswirtschaftslehre ► Versicherungsbetriebslehre
• ISBN-13: 9781954096431 / 9781954096431