A New Book From The Annuity Tax Guru
Special Limited Time Offer: Get Both Books For $59 (a $35 Savings)
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.
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.”