The Annuity Handbook: A Guide to Nonqualified Annuities [Paperback]

Darlene K. Chandler (Author)

Book Description

ISBN-10: 0872186180 | ISBN-13: 978-0872186187 | Publication Date: April 2002 | Edition: 3

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

Compliance considerations in selling variable annuities - Investor Alerts, etc. from NASD
Tax Updates:


Systematic Withdrawals - uses and taxation of

General update of income, gift, and estate tax rates

Updated discussion of Section 1035 exchanges

Expanded discussion of pre-59 1/2 withdrawals and 10% premature penalty tax

Discussion of whether annuity "losses" are deductible

--This text refers to an alternate Paperback edition.

Product Details

• Paperback: 235 pages
• Publisher: Natl Underwriter Co; 3 edition (April 2002)
• Language: English
• ISBN-10: 0872186180
• ISBN-13: 978-0872186187
• Product Dimensions: 8.9 x 5.7 x 0.6 inches
• Shipping Weight: 11.2 ounces
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #2,387,821 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

25 of 27 people found the following review helpful:

5.0 out of 5 stars Great resource, June 27, 2000

By 

"afry1966" (Salt Lake City, UT) - See all my reviews

This review is from: The Annuity Handbook: A Guide to Nonqualified Annuities (Paperback)

I have been using this book for the past 2 years while both managing an annuity training department and now annuity customer operations. Although I can find other books with annuity info, this book focuses solely on non-tax qualified annuities. It is very specific and does not generalize about various plans. This book has info related to all types of non-qualified annuities (i.e. fixed, variable, equity indexed, and immediate.) It discusses, with great detail, tax ramifictions for certain actions. I was so impressed by this book that I have made several members of my team read this as a goal for their reviews.