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Catalogs & Directories - The Advisors Guide to Annuities 5th Edition

Description

Book Synopsis: 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.

Details

Are you a financial advisor looking for a comprehensive resource on annuities? Look no further! The Advisors Guide to Annuities, 5th Edition, is the ultimate guide to understanding and leveraging annuities in your clients' financial plans. This updated and expanded edition covers everything from the technical details of different types of annuities to the broader questions about when and how to incorporate them. With clear and concise descriptions, in-depth discussions on tax consequences, and explanations of annuity-specific terminology, this guide empowers you and your clients to make informed decisions. Don't miss out on this invaluable resource!

What sets this guide apart from others is the unbiased and independent-minded approach taken by the authors. They dive deep into the structure, costs, benefits, and risks associated with all types of annuities, ensuring that you have a comprehensive understanding. You'll also find sound advice from industry-leading experts, helping you avoid common mistakes and make choices that are truly in the best interests of your clients. With the 5th Edition, you'll gain access to new material on managed volatility indices, updated tax information, and insights on the impact of the DOL Fiduciary Rule. Stay up-to-date and stay ahead of the curve!

Don't miss out on the planning opportunities presented by Deferred Income Annuities (DIAs) and Qualified Longevity Annuity Contracts (QLACs). The Advisors Guide to Annuities, 5th Edition, explores these opportunities in depth, giving you the knowledge to advise your clients effectively. Additionally, the guide provides advice and analysis on the impact of partial withdrawals, making it easier for you to guide your clients through the annuity journey. And if you're looking for new ways to use variable annuities as an investment vehicle, this edition covers it too, including information on new "fee only" variable annuities that can be sold under the Fiduciary Rule. Your clients will thank you for staying ahead of the game!

Written by two of the foremost experts in the field, The Advisor's Guide to Annuities, 5th Edition, is a must-have for financial advisors. Get your copy now and make the most of the opportunities in this ever-changing area. Don't miss out on the chance to enhance your knowledge, make informed decisions, and ultimately provide the best possible service to your clients. Click here to order your copy today!

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