The Insider's Annuity Guide: When Buying an Annuity Makes Sense
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The Insider's Annuity Guide: When Buying an Annuity Makes Sense
If you are considering an annuity, this book could help you save a lot of money in the long run. The author is an industry expert and insider that knows how these products are designed, developed, priced and sold. He shares his knowledge of when it makes sense to buy an annuity and when it doesn't. The book covers the different types of annuity products sold on the market today.
You will find numerical examples and comparisons with other alternative investments such as mutual funds and CD’s. In addition, the book has a companion web site with educational annuity calculators and other additional information.
Some of the topics covered in the book are:
â— Annuities as Part of a Financial Plan
â—Annuity Terminology
â—Immediate Annuities
â—Deferred Annuities
â—The Value of Tax Deferral
â—Types of Variable Annuity Guarantees
â—Index Annuities
â—Who Sells Annuities
â—Personal Risk Tolerance
â—When to Buy a Deferred Annuity
â—When to Consider Buying a Variable Annuity
â—When to Consider Buying an Index Annuity
â—When to Buy an Immediate Annuity
â—When to Consider Buying an Immediate Annuity
â—Comparison of Annuities and Other Investments
â—Life Insurance Company Financial Strength
â—Where and How to Buy an Annuity
â—Making Decisions on Existing Annuities
â—Tax Law and Annuities








