Book description
This is the most complex guide specific to variable annuities.
Review the features and characteristics of variable annuities, their
income and transfer taxation, and market approach
strategies.
Includes tax and regulatory information, this edition
includes:
• Selling ideas, including ideas involving living
benefits
• Markets for variable annuities
• Guaranteed
living benefits
• Taxation rules for variable
annuities
• Discussion of licensing, compliance, and ethics
