Annuities

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Beyond Rate
Is a Fixed Annuity Right for You?
Is a Market Value Adjusted Annuity Right for You?
Ducking the Tax Punch
The Advantages of Annuitization
Learn About Annuities
Fixed Deferred Annuity or Bank CD? Which is Right for you?
Fixed Deferred Annuity or Bonds? Which is Right for you?
Do you want to go on a Treasury Hunt?
Sales Concepts
Reduce Taxes with Deferred Annuities
Case Study
Advanced Sales Concepts
Annuity Maximization – Wealth Transfer Planning
In Service Non-Hardship Withdrawals at age 59 1/2
Split Annuity Concept – Enhance Cash Flow & Preserve Principal
An Immediate Life Annuity as Part of a Client’s Retirement Income Strategy
Historical Real Rate of Return
NAIC Buyers Guide to Deferred Annuities
Links
Multi Year Guaranteed Annuity Rates
Annuity Rates (alphabetically)
Fixed Annuity Spreadsheet – Product Info
Index Annuity Spreadsheet – Product Info
NY Fixed & Index Annuity Spreadsheet – Product Info
LTC Annuities – Spreadsheet
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Policy Review

John Hancock - Private Financing

Save your IRA nest egg for your
family, not the IRS
Term & Universal Life Comparison

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Underwriting Requirements
& Guidelines
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