TITLE

Annuity Don'ts

AUTHOR(S)
Olsen, John
PUB. DATE
April 2010
SOURCE
Journal of Financial Planning;Apr2010 Annuities Supplement, p17
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
49115540

 

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