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Annuity Concepts (2nd Edition, Revised) – A Practical Overview of Variable and Fixed Annuities - Softcover

 
9781475433210: Annuity Concepts (2nd Edition, Revised) – A Practical Overview of Variable and Fixed Annuities

Synopsis

What is an annuity? Take a deep-dive into the fundamentals of individual annuity contracts and learn about the industry. This financial book covers variable annuities in-depth, distinguishing them from fixed annuities and discusses variations such as single and periodic premium, immediate and deferred annuities. How annuities are used and tax rules are also covered.

Learning Objectives:

  • Explain the characteristics of an annuity including contribution and distribution options and differentiating between immediate and deferred annuities.
  • Compare and contrast annuities (fixed and variable) with other investment alternatives, including an analysis of costs, contract terms, and taxation.
  • Recommend an annuity that is suitable for a client's needs.

Key Features:
  • Practical overview of variable and fixed annuities
  • Tips to maximizing annuity contracts
  • Binding: Perfect Paperback
  • Publisher: Kaplan Financial Education

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Kaplan Financial Education
Published by Kaplan Financial Education, 2015
ISBN 10: 1475433212 ISBN 13: 9781475433210
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