HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 20129-7 Identify the key points of the Senior Protection in Annuity Transactions Model Regulation.

  ...more

  

  ---

• June 07, 20129-8 Explain the ethical issues involved in selling annuities.INTRODUCTION

  ...more

  

  ---

• June 07, 20129-9 Identify recent developments in the design of annuity products

  ...more

  

  ---

• June 07, 20128-0 Overview

  ...more

  

  ---

• June 07, 20128-1 Identify the various classifications of annuity contracts.

  ...more

  

  ---

• June 07, 20128-2 Identify the basic contract provisions in a fixed-interest deferred annuity.

  ...more

  

  ---

• June 07, 20128-3 Explain the interest crediting and liquidity features of fixed-interest deferred annuity contracts.

  ...more

  

  ---

• June 07, 20128-4 Explain the IRS rules for taxation of withdrawals and surrenders from nonqualified deferred annuities.

  ...more

  

  ---

• June 07, 20128-5 Describe the basic features of IRC Sec. 1035.

  ...more

  

  ---

• June 07, 20128-6 Identify the basic structure and three methods of indexed crediting in equity-indexed annuities.

  ...more

  

  ---