data from Centers for Disease Control
| PowerPoint
Slides - Annuities |
|
| Longevity-how long
we really live data from Centers for Disease Control |
|
| Longevity-how long we really live IRS tables | |
| Inflation and loss of purchasing power | |
| Risk of capital to income taxes | |
| Impact of taxes on social security income | |
| Actual Sources of Retirement Income--Allstate study | |
| Social Security as an Income Source | |
| Are you ready to retire? | |
| Benefit of Annuities compares to other classes | |
| Benefits of Equity Investments | |
| Considerations of Equity Investments | |
| Benefits of Bank instruments | |
| Considerations of Bank Instruments | |
| Annuity Basics | |
| Annuity Taxes | |
| Annuities and Social Security Taxes | |
| Annuity Withdrawals | |
| Fixed Annuity Benefits | |
| Fixed Annuity Types | |
| Deferred Annuity Annuitized for Income--numerical example | |
| NASD required substantiation for above slide | |
| Immediate Annuity--numercial Example | |
| NASD required substantiation for above slide | |
| Fixed Annuity Considerations | |
| EIA Features | |
| EIA Considerations | |
| Variable Annuity Features | |
| Variable Annuity Considerations | |
| 1035 Exchange | |
| 1035 Considerations | |
| Asset Preservation aspects of annuities | |