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The Annuity Handbook

Author: Darlene K. Chandler

Publisher:

Published: 2005

Total Pages: 0

ISBN-13: 9780872186668

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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

Book Synopsis The Annuity Handbook by : Darlene K. Chandler

Download or read book The Annuity Handbook written by Darlene K. Chandler and published by . This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

The Annuity Handbook

Author: Darlene K. Chandler

Publisher:

Published: 2002

Total Pages: 0

ISBN-13: 9780872186187

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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 . This book was released on 2002 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Retiree's Complete Annuity Handbook

Author: Scot Whiskeyman

Publisher:

Published: 2020-05-26

Total Pages: 82

ISBN-13:

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People retiring today face a more complex and daunting challenge than in any time in history. Life expectancies are rising, retirement accounts are exposed to investment risk, and there are a seemingly unlimited number of opinions on what do with our money. Retirement should be simple, but for many it isn't! Annuities are designed to help simplify retirement by providing lifetime income to retirees. With the rapidly changing and increasingly competitive annuity landscape, annuities continue to become more complicated, and less transparent. This book will tell you all you need to know about annuities before making a decision on whether to include one in your retirement. If you're considering, or being told to consider an annuity - don't buy it until you read this book first!

Book Synopsis The Retiree's Complete Annuity Handbook by : Scot Whiskeyman

Download or read book The Retiree's Complete Annuity Handbook written by Scot Whiskeyman and published by . This book was released on 2020-05-26 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt: People retiring today face a more complex and daunting challenge than in any time in history. Life expectancies are rising, retirement accounts are exposed to investment risk, and there are a seemingly unlimited number of opinions on what do with our money. Retirement should be simple, but for many it isn't! Annuities are designed to help simplify retirement by providing lifetime income to retirees. With the rapidly changing and increasingly competitive annuity landscape, annuities continue to become more complicated, and less transparent. This book will tell you all you need to know about annuities before making a decision on whether to include one in your retirement. If you're considering, or being told to consider an annuity - don't buy it until you read this book first!

The Handbook of Variable Income Annuities

Author: Jeffrey K. Dellinger

Publisher: John Wiley & Sons

Published: 2006-08-28

Total Pages: 802

ISBN-13: 047177376X

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In-depth coverage of variable income annuities With trillions of dollars in retirement savings assets, the tens of millions of Americans on the precipice of retirement need to convert these savings into retirement income. The fact that variable income annuities (VIAs) generate maximum lifetime income with zero probability of outliving it has spurred the need for more information about VIAs. The Handbook of Variable Income Annuities is by far the most comprehensive source of information on this topic. This book thoroughly describes the most important principles of optimal asset liquidation and demystifies VIA mechanics, so readers can gain a high comfort level with this important financial instrument. Interestingly and clearly, The Handbook of Variable Income Annuities explains the mathematical pricing of variable income annuities, expected rates of return, taxation, product distribution, legal aspects, and much more. Jeffrey K. Dellinger (Fort Wayne, IN), a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries, has over 25 years experience in the financial services sector. He advises institutions on retirement income optimization, products, and markets.

Book Synopsis The Handbook of Variable Income Annuities by : Jeffrey K. Dellinger

Download or read book The Handbook of Variable Income Annuities written by Jeffrey K. Dellinger and published by John Wiley & Sons. This book was released on 2006-08-28 with total page 802 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth coverage of variable income annuities With trillions of dollars in retirement savings assets, the tens of millions of Americans on the precipice of retirement need to convert these savings into retirement income. The fact that variable income annuities (VIAs) generate maximum lifetime income with zero probability of outliving it has spurred the need for more information about VIAs. The Handbook of Variable Income Annuities is by far the most comprehensive source of information on this topic. This book thoroughly describes the most important principles of optimal asset liquidation and demystifies VIA mechanics, so readers can gain a high comfort level with this important financial instrument. Interestingly and clearly, The Handbook of Variable Income Annuities explains the mathematical pricing of variable income annuities, expected rates of return, taxation, product distribution, legal aspects, and much more. Jeffrey K. Dellinger (Fort Wayne, IN), a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries, has over 25 years experience in the financial services sector. He advises institutions on retirement income optimization, products, and markets.

Handbook of Life Insurance and Annuity Policies

Author: Teachers Insurance and Annuity Association

Publisher:

Published: 1918

Total Pages: 128

ISBN-13:

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Book Synopsis Handbook of Life Insurance and Annuity Policies by : Teachers Insurance and Annuity Association

Download or read book Handbook of Life Insurance and Annuity Policies written by Teachers Insurance and Annuity Association and published by . This book was released on 1918 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Retirement Planning Guidebook

Author: Wade Pfau

Publisher:

Published: 2023-03-20

Total Pages: 0

ISBN-13: 9781945640179

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Book Synopsis Retirement Planning Guidebook by : Wade Pfau

Download or read book Retirement Planning Guidebook written by Wade Pfau and published by . This book was released on 2023-03-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Handbook of Life Insurance and Annuity Policies for Teachers

Author: Teachers Insurance and Annuity Association

Publisher:

Published: 1918

Total Pages: 128

ISBN-13:

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Book Synopsis Handbook of Life Insurance and Annuity Policies for Teachers by : Teachers Insurance and Annuity Association

Download or read book Handbook of Life Insurance and Annuity Policies for Teachers written by Teachers Insurance and Annuity Association and published by . This book was released on 1918 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Swiss Annuities and Life Insurance

Author: Marco Gantenbein

Publisher: John Wiley & Sons

Published: 2008-03-31

Total Pages: 354

ISBN-13: 0470282185

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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 Swiss Annuities and Life Insurance by : Marco Gantenbein

Download or read book Swiss Annuities and Life Insurance written by Marco Gantenbein and published by John Wiley & Sons. This book was released on 2008-03-31 with total page 354 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.

CSRS and FERS Handbook for Personnel and Payroll Offices

Author:

Publisher:

Published: 1998

Total Pages: 132

ISBN-13:

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Book Synopsis CSRS and FERS Handbook for Personnel and Payroll Offices by :

Download or read book CSRS and FERS Handbook for Personnel and Payroll Offices written by and published by . This book was released on 1998 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Handbook of Interest and Annuity Tables

Author: Jack C. Estes

Publisher: McGraw-Hill Companies

Published: 1976

Total Pages: 488

ISBN-13:

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Book Synopsis Handbook of Interest and Annuity Tables by : Jack C. Estes

Download or read book Handbook of Interest and Annuity Tables written by Jack C. Estes and published by McGraw-Hill Companies. This book was released on 1976 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt: