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Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"

Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020Read more

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Opening Credits
3,2810:18
Chapter 1: Annuity Basics
1,0463:20
Annuity Payout Options
6,3110:05
Chapter 2: Taxation of Non-Qualified Annuities During Lifetime
5,4312:13
Chapter 3: Taxation of Non-Qualified Annuities After Death
7,8771:08
Chapter 4: Annuities and Trusts
6,8170:18
Chapter 5: Suitability and Annuities
6,8630:48
Chapter 6: New Rules and Regulations Affecting the Sales of Annuities
5,7010:09
Chapter 7: The Annuity Agent as Defendant: Recent Regulatory Decisions
7,6591:01
Chapter 8: The Best Defence is Good Compliance – and Evidence
10,0371:16
Chapter 9: "Annuities and Suitability: Reflections on the State of the Debate”
6981:09
Appendix A: SATMR 2020 Appendix A, Page 1
6980:09
Appendix A: SATMR Appendix A, Page 2
6980:07
Appendix B: SATMR Appendix B
6980:07
Appendix C: SATMR Appendix C
6980:05
About the Author
8,1864:34
INDEX
9,83838:00
End Credits
9,9390:06

Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"

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