The Advisor's Guide to Annuities, 6th Edition

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Publisher :
ISBN 13 : 9781954096448
Total Pages : 0 pages
Book Rating : 4.0/5 (964 download)

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Book Synopsis The Advisor's Guide to Annuities, 6th Edition by : John L. Olsen

Download or read book The Advisor's Guide to Annuities, 6th Edition written by John L. Olsen and published by . This book was released on 2022-05-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Focuses on client needs and client interactions Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary Offers helpful review questions at the end of each chapter to reinforce information learned Provides information about the SECURE Act and how it affects annuity beneficiaries New 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 advisor's 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 annuities Fixed vs variable annuities Debunking common myths about annuities Statutory, class, and individual exemptions Taft-Hartley plans (Multiemployer Plans) And More! See the "Table of Contents" section for a full list of topics

The Advisor's Guide to Annuities

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Publisher :
ISBN 13 : 9781945424533
Total Pages : 350 pages
Book Rating : 4.4/5 (245 download)

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Book Synopsis The Advisor's Guide to Annuities by : JOHN L. OLSEN

Download or read book The Advisor's Guide to Annuities written by JOHN L. OLSEN and published by . This book was released on 2017-06-09 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in plain English, the latest updated, revised, and expanded edition of The Advisor's Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients' financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or "longevity annuities" and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on "managed volatility" indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new "fee only" variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor's Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities--and avoid complications--in this active and ever-changing area.

The Advisor's Guide to Annuities, 4th Edition

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Publisher :
ISBN 13 : 9781939829771
Total Pages : 0 pages
Book Rating : 4.8/5 (297 download)

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Book Synopsis The Advisor's Guide to Annuities, 4th Edition by : John L. Olsen

Download or read book The Advisor's Guide to Annuities, 4th Edition written by John L. Olsen and published by . This book was released on 2014-05-24 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.

The Advisor's Guide to Annuities, 4th edition

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Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (14 download)

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Book Synopsis The Advisor's Guide to Annuities, 4th edition by :

Download or read book The Advisor's Guide to Annuities, 4th edition written by and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

An Advisor’s Guide to Private Annuities

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Publisher : AuthorHouse
ISBN 13 : 1452018057
Total Pages : 294 pages
Book Rating : 4.4/5 (52 download)

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Book Synopsis An Advisor’s Guide to Private Annuities by : F. Bentley Mooney, Jr.

Download or read book An Advisor’s Guide to Private Annuities written by F. Bentley Mooney, Jr. and published by AuthorHouse. This book was released on 2011-06-23 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.

The Annuity Advisor

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Publisher :
ISBN 13 : 9780872186712
Total Pages : 0 pages
Book Rating : 4.1/5 (867 download)

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Book Synopsis The Annuity Advisor by : John L. Olsen

Download or read book The Annuity Advisor written by John L. Olsen and published by . This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Annuities For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1394168586
Total Pages : 375 pages
Book Rating : 4.3/5 (941 download)

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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 2023-07-20 with total page 375 pages. Available in PDF, EPUB and Kindle. Book excerpt: Looking for steady retirement income? Read this book! Turning retirement savings into a steady income is a big step toward a worry-free retirement. This book introduces you to how to add annuities to your investment mix. It helps you evaluate how to select the best annuities for your needs and steer clear of the worst. You’ll learn how different types of annuities can help you turn your retirement savings into a monthly paycheck, protect your investments from market ups and downs, postpone taxes, stay in your home for the rest of your life, and even buy long-term care insurance for less.. Written by an annuity thought leader who is a frequent guest-expert on webcasts, podcasts and radio broadcasts as well as editor and publisher of Retirement Income Journal, the book offers the knowledge earned from interviews with hundreds of annuity industry insiders on their own turf. Get insight into which annuities do (or don’t) provide near-retirees and retirees with solid value. Stretch your savings into lifelong income Ask smarter questions when talking to an agent, broker or adviser Retire with less anxiety about the market Feel more in control of your financial life Annuities For Dummies is the must-have guide for anyone making retirement plans or managing their retirement savings.

The Annuity Handbook

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Publisher : National Underwriter Company
ISBN 13 : 9780872181342
Total Pages : 224 pages
Book Rating : 4.1/5 (813 download)

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Book Synopsis The Annuity Handbook by : Darlene K. Chandler

Download or read book The Annuity Handbook written by Darlene K. Chandler and published by National Underwriter Company. This book was released on 1994 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Index Annuities

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Publisher :
ISBN 13 : 9780972825146
Total Pages : 325 pages
Book Rating : 4.8/5 (251 download)

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Book Synopsis Index Annuities by : John Olsen

Download or read book Index Annuities written by John Olsen and published by . This book was released on 2010-12 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Marketing Plan Handbook, 6th Edition

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Publisher : Cerebellum Press
ISBN 13 :
Total Pages : 265 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Marketing Plan Handbook, 6th Edition by : Alexander Chernev

Download or read book The Marketing Plan Handbook, 6th Edition written by Alexander Chernev and published by Cerebellum Press. This book was released on 2020-02-15 with total page 265 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Plan Handbook presents a streamlined approach to writing succinct and meaningful marketing plans. By offering a comprehensive, step-by-step method for crafting a strategically viable marketing plan, this book provides the relevant information in a concise and straight-to-the-point manner. It outlines the basic principles of writing a marketing plan and presents an overarching framework that encompasses the plan’s essential components. A distinct characteristic of this book is its emphasis on marketing as a value-creation process. Because it incorporates the three aspects of value management—managing customer value, managing collaborator value, and managing company value—the marketing plan outlined in this book is relevant not only for business-to-consumer scenarios but for business-to-business scenarios as well. This integration of business-to-consumer and business-to-business planning into a single framework is essential for ensuring success in today’s networked marketplace. The marketing plan outlined in this book builds on the view of marketing as a central business discipline that defines the key aspects of a company’s business model. This view of marketing is reflected in the book’s cross-functional approach to strategic business planning. The Marketing Plan Handbook offers an integrative approach to writing a marketing plan that incorporates the relevant technological, financial, organizational, and operational aspects of the business. This approach leads to a marketing plan that is pertinent not only for marketers but for the entire organization. The Marketing Plan Handbook can benefit managers in all types of organizations. For startups and companies considering bringing new products to the market, this book outlines a process for developing a marketing plan to launch a new offering. For established companies with existing portfolios of products, this book presents a structured approach to developing an action plan to manage their offerings and product lines. Whether it is applied to a small business seeking to formalize the planning process, a startup seeking venture-capital financing, a fast-growth company considering an initial public offering, or a large multinational corporation, the framework outlined in this book can help streamline the marketing planning process and translate it into an actionable strategic document that informs business decisions and helps avoid costly missteps.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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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!

Pension and Annuity Income (including Simplified General Rule)

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Publisher :
ISBN 13 :
Total Pages : 44 pages
Book Rating : 4.:/5 (3 download)

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Book Synopsis Pension and Annuity Income (including Simplified General Rule) by :

Download or read book Pension and Annuity Income (including Simplified General Rule) written by and published by . This book was released on 1997 with total page 44 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ernst & Young's Personal Financial Planning Guide

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Publisher : John Wiley & Sons
ISBN 13 : 9780471697459
Total Pages : 544 pages
Book Rating : 4.6/5 (974 download)

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Book Synopsis Ernst & Young's Personal Financial Planning Guide by : Ernst & Young LLP

Download or read book Ernst & Young's Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Savings Fitness

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Publisher : DIANE Publishing
ISBN 13 : 9781422319024
Total Pages : 32 pages
Book Rating : 4.3/5 (19 download)

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Book Synopsis Savings Fitness by : Barry Leonard

Download or read book Savings Fitness written by Barry Leonard and published by DIANE Publishing. This book was released on 2007-12 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many people mistakenly believe that Social Security (SS) will pay for all or most of their retire. needs, but the fact is, since its inception, SS has provided little protection. A comfortable retire. usually requires SS, pensions, personal savings & invest. The key tool for making a secure retire. a reality is financial planning. It will help clarify your retire. goals as well as other financial goals you want to ¿buy¿ along the way. It will show you how to manage your money so you can afford today¿s needs yet still fund tomorrow¿s. You¿ll learn how to save your money to make it work for you & how to protect it so it will be there when you need it. Explains how you can take the best advantage of retire. plans at work, & what to do if you¿re on your own. Illustrations.

Reverse Mortgages

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Publisher : McLean Asset Management Corporation
ISBN 13 : 9781945640049
Total Pages : 156 pages
Book Rating : 4.6/5 (4 download)

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Book Synopsis Reverse Mortgages by : Wade Donald Pfau

Download or read book Reverse Mortgages written by Wade Donald Pfau and published by McLean Asset Management Corporation. This book was released on 2018-02-06 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Reverse mortgages have been surrounded by negativity. They were often mentioned alongside phrases like "last resort," "out of money," and "bad choice." In 2014, intrigued by the seemingly universal bad rap reverse mortgages had cultivated, Dr. Wade Pfau began researching them in depth. Over the course of the next year, he came to the conclusion that reverse mortgages aren't inherently a bad idea, though they are often misunderstood and not used in a most beneficial way. In fact, Dr. Pfau realized that reverse mortgages---when used correctly---can provide an added layer of security for retirees and allow them to enjoy retirement more by gaining liquidity from an illiquid asset. This second edition of the book is fully revised and updated for the modification of reverse mortgage rules affecting applications after October 2, 2017.

Intelligence Community Legal Reference Book

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Publisher :
ISBN 13 :
Total Pages : 944 pages
Book Rating : 4.:/5 (327 download)

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Book Synopsis Intelligence Community Legal Reference Book by :

Download or read book Intelligence Community Legal Reference Book written by and published by . This book was released on 2012 with total page 944 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Risk Less and Prosper

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Publisher : John Wiley & Sons
ISBN 13 : 1118014308
Total Pages : 227 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Risk Less and Prosper by : Zvi Bodie

Download or read book Risk Less and Prosper written by Zvi Bodie and published by John Wiley & Sons. This book was released on 2011-12-27 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to getting personal investing right Somewhere along the way, something has gone very wrong with the way individuals save and invest. Too often, households are drawn in by promotional suggestions masquerading as impartial investment advice. Consumers get saddled with more risk than they realize. Authors Zvi Bodie and Rachelle Taqqu understand the dilemma that today's investors face, and with Risk Less and Prosper they will help you find your financial footing. Written in an accessible style, this practical guide skillfully explains why personal investing is all about you—your goals, your values and your career path. It shows how to understand investment risk and choose the particular blend of risk and safety that is right for you. And it lays out several simple yet powerful ways for small investors to cast a reliable safety net to achieve their financial goals and truly prosper. Coauthors Bodie and Taqqu challenge the myth that all investments require risk, then highlight some important risks that families often disregard when deciding where to put their money. Later, they connect the dots between investment and investor, showing us all how to grasp our own investment risk profiles and how we may use these insights to make more fitting investment choices. Outlines a straightforward way to invest by aligning your investments with your goals and the risk levels you can bear Provides basic investment abc's for readers who are otherwise literate Lays out a simple, actionable plan for achieving your goals Explains the role of risk-free assets and investment insurance in assuring that you reach your most essential goals Contrary to popular belief, investing doesn't have to be complicated. You can build wealth without taking great risks. Risk Less and Prosper will show you how to make investment decisions that will make your financial life less stressful and more profitable.