Variable annuities provide investors with the opportunity to receive money every year of their life, no matter how long they live. This text highlights the benefits of annuities and advises the reader on which annuity to buy depending on their age, income and investment goals.

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With a growing volume of retirement funds moving into annuities, professional education in this area is more important than ever. This training text follows the political process by which fixed indexed annuities remain regulated like insurance products–rather than securities. After establishing that background, the book uses case studies, analysis of “black letter” law and expert interviews to give professionals the tips and tools they need to sell annuities ethically–and effectively. Includes checklists and sample forms based on NAIC model law and other regulations and guidelines.

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All collectible phone cards are in excellent condition unless described otherwise. ALL CARDS ARE EXPIRED AND INACTIVE, THEY ARE NO LONGER USEABLE FOR LONG DISTANCE CALLING. We only charge 10 cents shipping for each extra phone card in the package, SO – search for more CollectorMagic items and we will combine shipping! Keywords: promotionals, corporate business cards, life insurance companies, annuities, investment firms, bonds, financial services, banking services, investment companies, finance companies, sep, life, disability Categories: Corporate

List Price: $8.75

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The book introduces and develops the basic actuarial models and underlying pricing of life-contingent pension annuities and life insurance from a unique financial perspective. The ideas and techniques are then applied to the real-world problem of generating sustainable retirement income towards the end of the human life-cycle. The role of lifetime income, longevity insurance, and systematic withdrawal plans are investigated in a parsimonious framework. The underlying technology and terminology of the book are based on continuous-time financial economics by merging analytic laws of mortality with the dynamics of equity markets and interest rates. Nonetheless, the book requires a minimal background in mathematics and emphasizes applications and examples more than proofs and theorems. It can serve as an ideal textbook for an applied course on wealth management and retirement planning in addition to being a reference for quantitatively-inclined financial planners.

List Price: $48.00

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Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever.

Now, for Americans seeking safety and stability in a time of wrenching economic change, comes investment educator Julie Jason with this no-nonsense guide, which won the award for Best Personal Finance Book at the International Book Awards and was chosen as the top business book by Booklist. It offers time-tested, rock-solid retirement advice for people of every income level: in addition to showing those on the verge of retirement how to create their own “personal pension,” Jason deftly guides prospective retirees through the otherwise bewildering process of evaluating their needs, anticipating future expenses (and managing current ones), and converting present assets into future retirement income. To achieve this goal, she assembles—and shares with the reader—an entire tool kit of self-assessments, tables, checklists, and essential questions.

List Price: $14.95

Price: $9.65

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If you’re a Baby Boomer, an annuity may be your ticket to a secure and comfortable retirement. Written in easy-to-read language, this guide explains what annuities can and cannot do, their costs, and the risk management features that annuities offer.

List Price: $14.95

Price: $10.05

You save: $4.90

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