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The Advisor’s Guide to Annuities, 6th Edition

eBook + Online $150.00
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SKU
2830006B

The Advisor’s Guide to Annuities takes a look at the needs that clients may face as individuals, couples, or families and offers solutions to those needs with the help of annuities. The book covers a variety of different types of annuities and explains the ways in which they can aid clients of all backgrounds.

  • Focuses on client needs and client interactions
  • Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary
  • Offers helpful review questions at the end of each chapter to reinforce information learned
  • Provides information about the SECURE Act and how it affects annuity beneficiaries

New in the 6th Edition:

  • Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs.
  • New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow.
  • New Chapter 18 entitled “What’s the Best Kind of Annuity for My Client?”, providing clear guidance for determining suitability of annuity types.
  • New Chapter 21 covering practicing defensively in “The Advisor as Defendant,” written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits.
  • Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts.
  • Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders.
  • Enhanced study aids, including chapter summaries review questions for each chapter.

Topics Covered:

  • Immediate vs deferred annuities
  • Fixed vs variable annuities
  • Debunking common myths about annuities
  • Statutory, class, and individual exemptions
  • Taft-Hartley plans (Multiemployer Plans)
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 2830006B
Publication Date May 13, 2022
ISBN 978-1-954096-44-8
Page Count 414
Author John L. Olsen and Michael E. Kitces
Edition 6
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John L. Olsen, CLU, ChFC, AEP

John L. Olsen, CLU, ChFC, AEP is a financial and estate planner practicing in St. Louis County, MO. John has been involved in the financial services industry since 1973. In addition to providing insurance and estate planning services to his own clients, John works with other advisors on advanced cases and product selection. In 2016, John established Olsen Annuity Education, a fee-only firm offering education, training, consulting services, and expert witness services relating to annuities.

John is a past president of the St. Louis chapter of the National Association of Insurance and Financial Advisors, past president of and the Estate Planning Council of St. Louis a former Board member of the St. Louis chapter of the Society of Financial Services Professionals, and a member of the Editorial Advisory Board of Tax Facts. He is a highly sought-after speaker, having given presentations on financial, insurance, retirement, and estate planning and other topics to many industry groups. John can be reached at:

      Olsen Annuity Education
      www.olsenannuityeducation.com
      131 Hollywood Lane
      Kirkwood, MO 63122
      (314) 909-8818
      [email protected]

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland. In addition he is the co-founder of the XY Planning Network and New Planner Recruiting, the former practitioner editor of the Journal of Finanical Planning, the host of the Financial Advisor Success podcast, and the publisher of the leading finanical planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.

Michael is extremely active at both the local and national level in the financial planning profession, serving on numerous boards and task forces. He is also a member of the Editorial Review Board for the Journal of Financial Planning, a commentator on retirement distribution and retirement planning issues for Leimberg Information Services Inc., and a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession. For his active work in the profession, Michael was one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an“Influencer,”a“Mover & Shaker,” and a “Rising Star in Wealth Management” by industry publications.

Michael welcomes your questions, comments, or inquiries at:

      Attn: Michael Kitces
      PO Box 2231Reston, VA 20195 (703) 375-9478
      [email protected]