The Annuity Handbook
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Author | : Darlene K. Chandler |
Publisher | : |
Total Pages | : 0 |
Release | : 2005 |
Genre | : Annuities |
ISBN | : 9780872186668 |
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
Author | : Darlene K. Chandler |
Publisher | : |
Total Pages | : 0 |
Release | : 2002 |
Genre | : Annuities |
ISBN | : 9780872186187 |
Author | : Jeffrey K. Dellinger |
Publisher | : John Wiley & Sons |
Total Pages | : 802 |
Release | : 2006-08-28 |
Genre | : Business & Economics |
ISBN | : 047177376X |
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.
Author | : Scot Whiskeyman |
Publisher | : |
Total Pages | : 82 |
Release | : 2020-05-26 |
Genre | : |
ISBN | : |
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!
Author | : Teachers Insurance and Annuity Association |
Publisher | : |
Total Pages | : 128 |
Release | : 1918 |
Genre | : Life insurance policies |
ISBN | : |
Author | : Kerry Pechter |
Publisher | : John Wiley & Sons |
Total Pages | : 375 |
Release | : 2023-07-20 |
Genre | : Business & Economics |
ISBN | : 1394168586 |
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.
Author | : Jack C. Estes |
Publisher | : McGraw-Hill Companies |
Total Pages | : 488 |
Release | : 1976 |
Genre | : Business & Economics |
ISBN | : |
Author | : Gary H. Snouffer |
Publisher | : |
Total Pages | : 0 |
Release | : 2005 |
Genre | : Variable annuities |
ISBN | : 9780872186392 |
Author | : |
Publisher | : |
Total Pages | : 784 |
Release | : 1998 |
Genre | : Civil service |
ISBN | : |
Author | : Wade Pfau |
Publisher | : |
Total Pages | : 0 |
Release | : 2023-03-20 |
Genre | : |
ISBN | : 9781945640179 |