Written in plain English, the latest updated, revised, and expanded edition of The Advisor's Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients' financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or "longevity annuities" and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on "managed volatility" indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new "fee only" variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor's Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities--and avoid complications--in this active and ever-changing area.
Build a thriving consultancy with the updated edition of this classic bestseller Having inspired generations of consultants and entrepreneurs around the world, the “Rock Star of Consulting” Alan Weiss returns with a revised and completely updated edition of his authoritative guide to consulting success. Weiss provides his time-tested model on creating a flourishing consulting business, while incorporating and focusing on the many dynamic changes in solo and boutique consulting, coaching, and entrepreneurship. In addition to guidance on raising capital, attracting clients, and creating a marketing plan, he also gives brand new step-by-step advice on: • Harnessing today’s global opportunities • Developing brands across markets • Creating and licensing intellectual property • Avoiding the pitfalls of social media • Landing unsolicited referrals through counterintuitive methods • Managing and organizing your time wisely • Succeeding in the face of continuing turbulence Find out why this book has been the classic go-to for consultants for nearly twenty-five years, and learn how to grow your business into a $1 million-per-year firm today!
Each updated edition of this detailed resource identifies nearly 35,000 live, print and electronic sources of information listed under more than 1,100 alphabetically arranged subjects -- industries and business concepts and practices. Edited by business information expert James Woy.
This guide to controlling and planning personal finance has been substantially updated and revised to reflect the latest changes in tax laws, new investment strategies, and advice on such topics as insurance, estate planning, and medical coverage. It presents strategies for setting financial goals and reaching those goals with intelligent and systematic investment strategies.