By John L. Olsen,MSFS, MTAX, CFP, CLU Kitces Michael
Designed for execs who want to know how and while annuities paintings, The Advisor’s advisor to Annuities offers goal, neutral information on what annuities can and can't do, their bills, and what risk-management positive aspects annuities provide. All introduced in easy-to-read language. absolutely pointed out and sourced, this unique source covers:
» New, important details at the 12 suitability factors
» the various features of annuities (their constitution and variations)
» funding and risk-management reasons for incorporating annuities into monetary administration plans
» up to date dialogue of residing advantages in deferred variable annuity contracts
» Tax traps which can get you into trouble
» Revised and up to date fabric at the altering common of care with reference to all annuity advisors
» The influence of part 989J of the Dodd-Frank Act and its relation to the Suitability in Annuity Transactions version Reg. of 2010
The day while advisors might depend upon the outdated, tried-and-true ideas is gone. This e-book covers key advancements, including:
» Why having the client’s deferred annuity payable to the Revocable residing belief can get you sued
» the capability nightmares linked to annuities owned by way of or payable to a trust
» settling on who may be the landlord and who may be the annuitant
» Whose demise triggers which demise profit at the annuity you’re showing?
» Why the landlord and annuitant may be a similar person
» Why together held annuities can get you in trouble
» and masses, a lot more!
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The Advisor's Guide to Annuities by John L. Olsen,MSFS, MTAX, CFP, CLU Kitces Michael
by John
4.1