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

Kaplan Financial Education

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

Softcover

ISBN 10: 1475433212 ISBN 13: 9781475433210

Publisher: Kaplan Financial Education, 2015

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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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