Annuities: Special Investments Whose Time Has Come, Part II

Duff, Richard W.
May 2000
Journal of Financial Planning;May2000, Vol. 13 Issue 5, p42
Academic Journal
Part II. Offers tips for financial planners on how to avoid common pitfalls and traps in managing and servicing a gathering of annuity policies. Explanation on how to name correct parties to the policy; Examples of problems that occur in annuity servicing.


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