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Author: John L Olsen
Publisher:
Published: 2020-04-03
Total Pages: 196
ISBN-13:
DOWNLOAD EBOOKNewly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020
Author: John L. Olsen
Publisher:
Published: 2017-05-26
Total Pages: 133
ISBN-13: 9781521380048
DOWNLOAD EBOOKA handbook for practitioners who give advice regarding annuity contracts and who need to know both the tax implications and how to determine if an annuity is suitable for the client's situation.
Author: John Olsen
Publisher:
Published: 2017-06-27
Total Pages: 225
ISBN-13: 9781521592014
DOWNLOAD EBOOKTightly-focused discussion of annuity taxation and suitability, with new chapter on the DOL Conflict of Interest rule
Author: John Olsen
Publisher:
Published: 2010-12
Total Pages: 325
ISBN-13: 9780972825146
DOWNLOAD EBOOKAuthor: Stan G. Haithcock
Publisher: Annuityman Publishing
Published: 2014-02-27
Total Pages: 140
ISBN-13: 9780615895512
DOWNLOAD EBOOKThe Annuity Stanifesto is the only book you will ever need to fully understand the complex world of annuities. Stan The Annuity Man describes how every type of annuity works, thoroughly explains annuity strategies from the simplest to the most complex, and provides unique insight about the annuity industry. The Annuity Stanifesto shows you where and how annuities work in your portfolio, and details the essential annuity specifics that should be understood within every policy. Stan's no nonsense and easy to understand approach makes this book a go to resource for all things annuity. The Annuity Stanifesto is an informative in your face masterpiece.
Author: James E. Fox
Publisher: Xlibris Corporation
Published: 2015-06-30
Total Pages: 119
ISBN-13: 1503568776
DOWNLOAD EBOOKAs a veteran of the financial services industry, I realize the importance of the position I have been placed in to help others. As our industry has evolved, we have taken on a greater responsibility to make sure we do right by others through adherence to ethics and acquiring as much education as we possibly can. After being in the business for over twenty-five years, Ive come to really appreciate what we do and how we do it to the point where I am now mentoring others in our business. The key word that I stress to all in our mentor program is lifetime because it gives peace of mind to seniors who fear outliving their money. I love the television commercial with the college professor who is conducting a study for the Prudential Life Insurance Company, asking people who the oldest person is that they know. I also enjoy the ad that has people pulling a blue ribbon until their money runs out (usually before they expect). And the woman looks up and says I better rethink this thing. Those commercials portray exactly what our clients fear mostrunning out of money.
Author: Collectif
Publisher: OECD
Published: 2016-12-05
Total Pages: 153
ISBN-13: 9264267794
DOWNLOAD EBOOKThis publication helps policy makers to better understand annuity products and the guarantees they provide in order to optimise the role that these products can play in financing retirement. Product design is a crucial factor in the potential role of annuity products within the pension system, along with the cost and demand for these products, and the resulting risks that are borne by the annuity providers. Increasingly complex products, however, pose additional challenges concerning consumer protection. Consumers need to be aware of their options and have access to unbiased and comprehensible advice and information about these products.
Author: Peter Mallouk
Publisher: John Wiley & Sons
Published: 2014-07-22
Total Pages: 208
ISBN-13: 1118929004
DOWNLOAD EBOOKIdentify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author:
Publisher:
Published: 2017-05-15
Total Pages: 198
ISBN-13: 9780998780702
DOWNLOAD EBOOKThe way Americans retire has changed dramatically in the last twenty years. More and more people are finding themselves unprepared for life after their career. What does the new retirement landscape look like? What do you need to know and do to be successful? In Navigating the New Retirement registered investment advisor Matt Deaton gives you the keys to create a successful plan and achieve the retirement you've always wanted. In this book you will learn how to: *Avoid the pitfalls that derail retirement strategies *Navigate the changes to pensions and Social Security*Increase your tax efficiency and eliminate drag on your portfolio*Mitigate loss and risk in your investments and improve income efficiency*Reduce worry and gain peace of mindIf you are nearing or entering retirement, this book is an essential guide to the changing retirement landscape and how to effectively protect and secure your financial assets to achieve all your retirement goals.
Author: Taylor Larimore
Publisher: John Wiley & Sons
Published: 2006-04-20
Total Pages: 335
ISBN-13: 0471779210
DOWNLOAD EBOOKWithin this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders.
