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Taxation and Suitability of Annuities for the Professional Advisor
Language: en
Pages: 207
Authors: John L. Olsen
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Type: BOOK - Published: 2021-07-20 - Publisher:

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A handbook for practitioners who give advice regarding annuity contract.
Taxation and Suitability of Annuities for the Professional Advisor
Language: en
Pages: 196
Authors: John L Olsen
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Type: BOOK - Published: 2020-04-03 - Publisher:

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Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Re
Taxation and Suitability of Annuities for the Professional Advisor
Language: en
Pages: 225
Authors: John Olsen
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Type: BOOK - Published: 2017-06-27 - Publisher:

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Tightly-focused discussion of annuity taxation and suitability, with new chapter on the DOL Conflict of Interest rule
Index Annuities
Language: en
Pages: 325
Authors: John Olsen
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Type: BOOK - Published: 2010-12 - Publisher:

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The Annuity Stanifesto
Language: en
Pages: 140
Authors: Stan G. Haithcock
Categories: Annuities
Type: BOOK - Published: 2014-02-27 - Publisher: Annuityman Publishing

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The 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