The Handbook Of Variable Income Annuities PDF Download
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| Author | : Jeffrey K. Dellinger |
| Publisher | : John Wiley & Sons |
| Total Pages | : 802 |
| Release | : 2006-08-28 |
| Genre | : Business & Economics |
| ISBN | : 047177376X |
Download The Handbook of Variable Income Annuities Book in PDF, ePub and Kindle
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 | : Virginia B. Morris |
| Publisher | : Lightbulb Press, Inc. |
| Total Pages | : 35 |
| Release | : 2004 |
| Genre | : Annuities |
| ISBN | : 0974038687 |
Download Guide to Understanding Annuities Book in PDF, ePub and Kindle
| Author | : Darlene K. Chandler |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2005 |
| Genre | : Annuities |
| ISBN | : 9780872186668 |
Download The Annuity Handbook Book in PDF, ePub and Kindle
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 | : Kerry Pechter |
| Publisher | : John Wiley & Sons |
| Total Pages | : 375 |
| Release | : 2023-07-20 |
| Genre | : Business & Economics |
| ISBN | : 1394168586 |
Download Annuities For Dummies Book in PDF, ePub and Kindle
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 | : Tigran Kalberer |
| Publisher | : |
| Total Pages | : 298 |
| Release | : 2009 |
| Genre | : Annuities |
| ISBN | : 9781906348212 |
Download Variable Annuities Book in PDF, ePub and Kindle
Variable Annuities provides an overview of all the relevant aspects of variable annuity (VA) products from an insurers perspective. It is a collection of contributions from several authors, co-ordinated in such a way that it covers all relevant areas with minimal overlap and a consistent level of detail.
| Author | : Crc Fic Cwc J. Marc Ruggerio |
| Publisher | : Lulu.com |
| Total Pages | : 153 |
| Release | : 2011-01-19 |
| Genre | : Business & Economics |
| ISBN | : 0557448247 |
Download The Truth about Variable Annuities Book in PDF, ePub and Kindle
The most up to date and authoritative book on the complexities of structuring annuities. The author takes an unbiased point of view and articulates the complexities of all the major aspects of variable annuities and riders to allow them to become more understood by financial advisors and annuity owners alike. He clearly notes the benefits of variable annuities as well as the pitfalls which to look out for! Showing you the strategies that experts utilize within these investments while also detailing significant failures of cases where they were misunderstood and not structured properly. Can be used as a perfect reference guide on specific aspects of variable annuities as well as providing insight into the business of how variable annuities are sold. This is a bold and concise approach that allows the truth to be seen without reservations.
| Author | : Gary H. Snouffer |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2005 |
| Genre | : Variable annuities |
| ISBN | : 9780872186392 |
Download The Variable Annuity Handbook Book in PDF, ePub and Kindle
| Author | : Patrick J. Collins |
| Publisher | : CFA Institute Research Foundation |
| Total Pages | : 27 |
| Release | : 2016-03-16 |
| Genre | : Business & Economics |
| ISBN | : 1944960023 |
Download Annuities and Retirement Income Planning Book in PDF, ePub and Kindle
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.
| Author | : TheStreet.com Ratings, Incorporated |
| Publisher | : |
| Total Pages | : 50 |
| Release | : 2007 |
| Genre | : Business & Economics |
| ISBN | : 9781587733918 |
Download TheStreet. com Ratings Consumer Guide to Variable Annuities Book in PDF, ePub and Kindle
| Author | : John T. Adney |
| Publisher | : Aspen Law & Business |
| Total Pages | : 672 |
| Release | : 2005 |
| Genre | : Law |
| ISBN | : 9780735553620 |
Download Annuities Answer Book Book in PDF, ePub and Kindle
Annuities Answer Book, Fourth Edition is the most comprehensive, up-to-date resource available on both fixed annuities and variable annuities. It has been updated to include Roth IRAs, addressing the federal income tax issues that arise in connection with this new type of retirement product. Thorough analysis is also provided of such issues as the different types of annuities, taxation of annuities, loads, using annuities for individual retirement funding, trust funding or estate funding, and other uses of annuities.The Fourth Edition also provides clear explanations of the regulations governing annuity products such as SEC investment guidelines, ERISA and Department of Labor restrictions, insurance company rules, and key criteria from individual states.Specific topics covered in the Fourth Edition include:Basic annuity structures along with their uses, advantages and disadvantagesRegulations on the sale of annuitiesTax implications of annuitiesERISA qualifications for fixed annuitiesInvestment options and their implications for variable annuitiesFee structures and commissionsTax- sheltered uses of annuitiesAnd more!
