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- Title
Taking the Macro View on Annuities.
- Authors
Katt, Peter
- Abstract
This article presents information on issues related to variable annuities. Many deferred annuity sellers focus their attention on the tax deferral characteristic. They start comparing policy features such as current yields, investment expenses and surrender charges without stepping back to view the totality of their client's circumstances. Some financial planners are quick to recommend various flawed financial assets because they improperly focus their attention on micro issues, while failing to observe and imagine the broader implications of their clients' possible or likely future needs. The reduced tax burdens associated with capital gains and its apparent significance for variable annuities.
- Subjects
VARIABLE annuities; ANNUITIES; FIXED annuities; VARIABLE life insurance policies; FINANCIAL planning; INVESTMENT income
- Publication
Journal of Financial Planning, 1998, Vol 11, Issue 1, p32
- ISSN
1040-3981
- Publication type
Article