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    Evaluating Existing Variable Annuities What Every Advisor Needs to Know

    Webcast In this webcast, the presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on April 24, 2015

    Evaluating Existing Variable Annuities (Handout)

    Presentation The presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on March 10, 2014

    CPA/PFS Perspectives on Using Annuities in Planning

    Presentation During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
    Published on August 24, 2012

    CPA/PFS Perspectives on Using Annuities in Planning

    Audio During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
    Published on August 24, 2012

    CPA/PFS Perspectives on Using Annuities in Planning - Audio

    Audio While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects.
    Published on May 08, 2013

    The CPAs Guide to Financial & Estate Planning Volume 2 - 2014

    Guide Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
    Published on September 23, 2014

    The CPAs Guide to Financial and Estate Planning Volume 2

    Guide Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
    Published on August 06, 2013

    Risk Management

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely risk management issues as well as interact with their fellow peers.
    Published on July 11, 2014

    3.8% NIIT on Net Investment Income - Audio

    Audio Engaging in various strategies to reduce net investment income thereby avoiding the 3.8% NIIT; i.e., municipal bonds, tax-deferred annuities, or timing of estate/trust distributions
    Published on November 13, 2013

    From Tax Preparer to Financial Planner The Road Best Traveled Part 2 of 4

    Presentation Part 2 of 4 – Moving from Tax Compliance to Tax Planning Session 3 of 5 - Tax Planning with Life Insurance, Annuities and Long-Term Care
    Published on June 28, 2012

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