Page 115 – Discuss Primary Uses of Annuities Page 116 – Tax-Deferred Compounding Page 117 – Discuss the proper way to compute taxable vs. tax-deferred vs. tax-free returns. Page 118 – Discuss the long-term effect of tax-deferred compounding vs. other available investment choices. Page 120 – Income Distributions Page 120 – Introduce the application of a split annuity in retirement planning. Page 121 – Introduce the various settlement options. Page 121 – Life Page 122 – Joint Survivor Page 123 – Period Certain Page 123 – Cash Refunds Page 124 – Discuss the advantages and disadvantages of annuitization options. Page 124 – Discuss the tax ramifications of annuitization options. Page 124 – Non-Qualified Annuitization Options Page 126 – Qualified Annuitization Options Page 127 – Advantages & Disadvantages Page 127 – Advantages of Annuities Page 127 – For Persons under 60 Years Old Page 130 – For Persons 60 Years Old & Older Page 132 – Surrender Charges Page 133 – Disadvantages of Annuities Page 133 – For Persons under 60 Years Old Page 135 – For Persons 60 Years Old & Older Page 137 – Surrender Charges Page 138 – Illustrate the advantages and disadvantages of the following types of investment. Page 138 – Alternatives to Annuities Including: Page 138 – Bonds Page 138 – CDs Page 138 – Commodities Page 138 – Investment Trusts Page 138 – Limited Partnerships Page 138 – Money Markets Page 138 – Mutual Funds Page 138 – Options Page 138 – Promissory Notes Page 138 – Real Estate Page 138 – Savings Page 138 – Stocks Page 138 – Viatical Settlements
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