The Advisor’s Guide to Annuities, 6th Edition: Olsen, John L.

Book overview Focuses on client needs and client interactionsProvides in-depth explanations of different types of annuities as well as annuity-based vocabularyOffers helpful review questions at the end of each chapter to reinforce information learnedProvides information about the SECURE Act and how it affects annuity beneficiariesNew in the 6th Edition:Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs.

New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept.

of Labor, and the annuity-related provisions of the Federal SECURE Act.

These regulations prescribe practices that advisors must follow.New Chapter 18 entitled “What’s the Best Kind of Annuity for My Client?”, providing clear guidance for determining suitability of annuity types.New Chapter 21 covering practicing defensively in “The Advisor as Defendant,” written by an experienced expert witness in annuity-related litigation.

Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits.Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts.Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders.Enhanced study aids, including chapter summaries review questions for each chapter.