Annuity Don'ts

Olsen, John
April 2010
Journal of Financial Planning;Apr2010 Annuities Supplement, p17
Academic Journal
The article offers tips for financial advisers on annuities. It advises advisers not to let their clients own a deferred annuity unless they are spouses and they name each other as beneficiary. It also warns advisers not to allow their clients to name a trust as beneficiary of a non-qualified annuity. It emphasizes that annuity should not be used as collateral on a loan.


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