Taxation and Suitability of Annuities for the Professional Advisor 3rd Expanded Edition: With new coverage of the SECURE Act, SEC's "Reg BI"
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Description
Book Synopsis: Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020 Read more
Details
Looking to stay ahead of the curve in the ever-changing landscape of taxation and suitability of annuities? Look no further than the 3rd Expanded Edition of "Taxation and Suitability of Annuities for the Professional Advisor". With updated coverage of the SECURE Act, SEC's "Reg BI", and the latest NAIC regulations, this book is a must-have for financial professionals seeking to provide the best advice to their clients.
Dive deep into the complexities of annuities with our expanded edition, which delves into the intricacies of the new regulatory landscape. Stay informed and equipped to navigate the evolving regulatory environment with confidence, ensuring that you are providing the most suitable advice to your clients.
Stay one step ahead of the competition and enhance your expertise with the latest insights and analysis provided in this comprehensive guide. Don't miss out on this essential resource for any professional advisor looking to excel in the field of annuities and taxation.
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