Index Annuities: A Suitable Approach

Jack Marrion & John Olsen (Authors)

Learn More

Available On Amazon

List Price: $59.00
Price: $25.94 & FREE Shipping 

The go-to book from the index annuity guru and the annuity advisor for these new normal times

·         The book for today's index annuity environment that not only explains index annuity concepts and crediting methods with more easy-to-understand graphics, but compares index annuities with other financial vehicles

·         The successor to Index Annuities – Power & Protection with over 80% new pages!

·          A comprehensive look at annuity suitability, how to keep out of trouble with regulators, actual case studies to help the annuity producer stay compliant, a look at how securities registration affects what is suitable.

 


Taxation and Suitability of Annuities for the Professional Advisor (Kindle edition)

by John L. Olsen, CLU, ChFC, AEP

Available On Amazon

Price: $9.99  e-book

Available Now - The ultimate resource for questions on annuity taxation and annuity suitability 

"I know of no book that covers the complex topic of commercial annuity contracts as clearly, concisely, and fully as this one. John has left nothing to chance, quickly defining, explaining, and providing clear examples of every key term of art. More importantly, he doesn’t shirk from addressing tough or contentious issues and providing invaluable insight unavailable from a mere reading of the code or regulations. This is a perfect companion to his previous book with Michael Kitces,

The Annuity Advisor.”  - Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI) 

 “John’s book is a “must have” for any serious professional who deals with annuities on a regular basis. This is not a book to take to the beach on the weekend. It should be considered an invaluable reference guide to help answer the difficult questions that inevitably arise around taxation, trusts and annuities.” 

- Tom Hegna, CLU, ChFC, CASL - President, www.TomHegna.com