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The Advisor’s Guide to Annuities, 6th Edition

Name: The Advisor’s Guide to Annuities, 6th Edition
Price: 163.00 USD
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$163.00

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Description

Book Synopsis: Focuses on client needs and client interactions

Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary

Offers helpful review questions at the end of each chapter to reinforce information learned

Provides information about the SECURE Act and how it affects annuity beneficiaries

New in the 6th Edition:

Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs.
New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow.
New Chapter 18 entitled “What’s the Best Kind of Annuity for My Client?”, providing clear guidance for determining suitability of annuity types.
New Chapter 21 covering practicing defensively in “The Advisor as Defendant,” written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits.
Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts.
Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders.
Enhanced study aids, including chapter summaries review questions for each chapter.

Topics Covered:

Immediate vs deferred annuities
Fixed vs variable annuities
Debunking common myths about annuities
Statutory, class, and individual exemptions
Taft-Hartley plans (Multiemployer Plans)
And More! See the “Table of Contents” section for a full list of topics

Details

Looking for the ultimate guide to annuities? Look no further! The Advisor's Guide to Annuities, 6th Edition has got you covered. With a focus on client needs and interactions, this book will provide you with in-depth knowledge of different annuity types and annuity-based vocabulary. Plus, with helpful review questions at the end of each chapter, you can reinforce the information you've learned and become an expert in no time.

What sets this 6th edition apart is its updated content. We've shifted the overall focus to start with client needs and then match them with the appropriate annuity products. We've also included a brand new chapter covering important recent annuity-related regulations, so you can stay up-to-date with the latest guidelines that advisors must follow. And if you've ever wondered what the best kind of annuity is for your client, our new chapter has got you covered with clear guidance on determining suitability.

But that's not all. We've also included a chapter on practicing defensively, written by an experienced expert witness in annuity-related litigation. This chapter provides specific guidance on formulating policies and procedures to protect yourself as an advisor from predatory lawsuits. Plus, we've expanded our coverage on index annuities and guaranteed living benefits, so you can gain a deeper understanding of these topics.

Our enhanced study aids, including chapter summaries and review questions, will help you solidify your knowledge and pass any annuity-related exams with flying colors. Don't miss out on this comprehensive and invaluable resource. Get your copy of The Advisor's Guide to Annuities, 6th Edition today and become a trusted expert in the field. Order now and take your annuity knowledge to new heights!

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