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Annuities Mutual Funds Life Insurance As Investment Products
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Book Synopsis Annuities, Mutual Funds & Life Insurance as Investment Products by :
Download or read book Annuities, Mutual Funds & Life Insurance as Investment Products written by and published by . This book was released on 1988 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Guaranteed Income for Life by : Michael F. Lane
Download or read book Guaranteed Income for Life written by Michael F. Lane and published by McGraw-Hill Companies. This book was released on 1998-08 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lane shows specific ways to use variable annuities to achieve lifelong financial security and gives tips on how to pick the best product for any given situation. 30 charts & graphs.
Book Synopsis Annuities and Mutual Funds by : James Mcclelland
Download or read book Annuities and Mutual Funds written by James Mcclelland and published by AuthorHouse. This book was released on 2005-08-03 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Savings Dilemma of Traditional Insurance by : Dan Strain
Download or read book The Savings Dilemma of Traditional Insurance written by Dan Strain and published by Trafford Publishing. This book was released on 2003 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: Eliminate frustration and confusion about the value of Life Insurance policies. This approachable book reveals the costs and benefits of various types of life insurance policies, annuities and investment options.
Book Synopsis Annuities and Retirement Income Planning by : Patrick J. Collins
Download or read book Annuities and Retirement Income Planning written by Patrick J. Collins and published by CFA Institute Research Foundation. This book was released on 2016-03-16 with total page 27 pages. Available in PDF, EPUB and Kindle. Book excerpt: Annuitization is one asset management strategy for retirees seeking to secure lifetime income. The US annuity marketplace offers a variety of annuity contracts, including single premium annuities, advanced life deferred annuities, variable annuities with lifetime income guarantee riders, and ruin contingent deferred annuities. Advisers seeking to provide guidance to clients in or near retirement can benefit by understanding (1) the arguments both for and against annuitization and (2) how a client’s interests might be best represented in the marketplace. Important annuity contract provisions are highlighted and briefly discussed so the adviser can become more familiar with retirement-planning options.
Book Synopsis Getting Started in Annuities by : Gordon K. Williamson
Download or read book Getting Started in Annuities written by Gordon K. Williamson and published by John Wiley & Sons. This book was released on 1998-10-30 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Getting Started in annuities One of the most popular retirement investment options, annuities are also among the most difficult to comprehend. This handy volume provides an in-depth, easy-to-understand look at these complex instruments, revealing exactly what they are, how they work, and what advantages they have over other investment vehicles. Along with performance tables, sample portfolios, and a helpful Q & A section, you'll find up-to-date details on tax law changes, as well as complete information on:
Book Synopsis Pension and Annuity Income by : United States. Internal Revenue Service
Download or read book Pension and Annuity Income written by United States. Internal Revenue Service and published by . This book was released on 1990 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Swiss Annuities and Life Insurance by : Marco Gantenbein
Download or read book Swiss Annuities and Life Insurance written by Marco Gantenbein and published by Wiley. This book was released on 2008-04-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.
Book Synopsis Thestreet.com Ratings Guide to Life & Annuity Insurers by : Laura Mars-Proietti
Download or read book Thestreet.com Ratings Guide to Life & Annuity Insurers written by Laura Mars-Proietti and published by Thestreet.com Ratings. This book was released on 2009-07 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: TheStreet.com Safety Ratings are the most reliable source for evaluating an insurer's financial solvency risk. Consequently, policy-holders have come to rely on TheStreet.com's flagship publication, TheStreet.com Ratings Guide to Life & Annuity Insurers, to help them identify the safest companies to do business with. Each easy-to-use edition delivers TheStreet. com's independent ratings and analyses on more than 1,100 insurers, updated every quarter. Plus, your patrons will find a complete list of TheStreet.com Recommended Companies, including contact information, and the reasoning behind any rating upgrades or downgrades. This guide is perfect for those who are considering the purchase of a life insurance policy, placing money in an annuity, or advising clients about insurance and annuities. A life or health insurance policy or annuity is only as secure as the insurance company issuing it. Therefore, make sure your patrons have what they need to periodically monitor the financial condition of the companies with whom they have an investment. The TheStreet.com Ratings product line is designed to help them in their evaluations.
Download or read book Life Insurance Fact Book written by and published by . This book was released on 1959 with total page 398 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Tax Sheltered Annuity Annual Review by :
Download or read book Tax Sheltered Annuity Annual Review written by and published by . This book was released on 1990 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Your Personal Financial Help Center by : Bruce Sankin
Download or read book Your Personal Financial Help Center written by Bruce Sankin and published by Sankin & Associates. This book was released on 2013-04-01 with total page 46 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investor and financial educational book for pre and post retirees. Reveals secrets that consumers must know on financial products and services as annuities, life insurance, Long Term Care insurance, stocks, bonds, mutual funds, the right questions to ask to save and earn money in retirement. Plus educational information on Social Security Benefits, Elder Law, and identity theft.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Download or read book Bank On Yourself written by Pamela Yellen and published by Vanguard. This book was released on 2010-03-23 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.
Book Synopsis Wiley Series 6 Exam Review 2016 + Test Bank by : Securities Institute of America
Download or read book Wiley Series 6 Exam Review 2016 + Test Bank written by Securities Institute of America and published by John Wiley & Sons. This book was released on 2015-11-06 with total page 378 pages. Available in PDF, EPUB and Kindle. Book excerpt: The go-to guide to acing the Series 6 Exam! Passing the Series 6 Exam qualifies an individual to function as an agent of a broker dealer and allows the limited representative to transact business in mutual funds (closed-end funds on the initial offering only), unit investment trusts, variable annuities, and variable life insurance products. In addition to passing the Series 6 Exam, an agent may be required to pass a state life insurance exam to transact business in variable contracts. Created by the experts at The Securities Institute of America, Inc., Wiley Series 6 Exam Review 2016 arms you with what you need to score high on this tough 100-question test. Designed to let you build and fine-tune your knowledge of all areas covered in the exam and to guarantee that you're prepared mentally and strategically to take the test, it provides: Dozens of examples Assorted practice questions for each subject area covered in the exam Priceless test-taking tips and strategies Helpful hints on how to study for the test, manage stress, and stay focused Wiley Series 6 Exam Review 2016 is your ticket to passing the Series 6 test on the first try—with flying colors!
Book Synopsis Personal Financial Planning by : G. Victor Hallman
Download or read book Personal Financial Planning written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2003-06-18 with total page 642 pages. Available in PDF, EPUB and Kindle. Book excerpt: With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.
Book Synopsis Annuities For Dummies by : Kerry Pechter
Download or read book Annuities For Dummies written by Kerry Pechter and published by John Wiley & Sons. This book was released on 2011-02-09 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement. How can you find out whether an annuity is right for you? Read Annuities For Dummies, 3rd Edition. This completely revised and updated, plain-English guide is packed with the latest information on choosing the best annuity for your retirement needs. You’ll find out exactly what annuities are, whether they’re the right financial vehicle for you, and which of the many annuity options might have your name on it. You’ll learn the ins and outs of using annuities to fund your retirement years, figure out whether to stress investments with insurance or insurance with investments, and find out how the right combination of annuities can help you squeeze more income out of your savings that any other financial tool. Discover how to: Identify the main types of annuities Weigh the pros and cons of annuities for yourself Minimize the complexity and cost of your annuity investment Figure out how much money to commit Avoid common annuity pitfalls Create an income you can’t outlive The time to start securing your financial future is now. Annuities For Dummies, 3rd Edition, gives you knowledge, insider tips, and expert advice you need to make your money do its best for you.