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The Animal Catalyst: Towards Ahuman Theory eBook
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The Animal Catalyst: Towards Ahuman Theory eBook
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Subtotal: $140.00
The Annuity Handbook eBook
$60.00 Original price was: $60.00.$35.00Current price is: $35.00.
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Author(s: Darlene K. Chandler
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Publisher: The National Underwriter Company
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Print ISBN: 9780872186668, 0872186660
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eText ISBN: 9781938130199, 1938130197
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
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
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
This is a digital product.
Additional ISBNs
1936362880, 9781936362882
The Annuity Handbook is written by Darlene K. Chandler and published by The National Underwriter Company. The Digital and eTextbook ISBNs for The Annuity Handbook are 9781938130199, 1938130197 and the print ISBNs are 9780872186668, 0872186660. Additional ISBNs for this eTextbook include 1936362880, 9781936362882.
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