In this weeks edition of Speaking of Settlements, I discuss the dilemma, which is faced by structured settlement experts such as myself on a daily basis. That being that we all know that current interest rates are historically very low and will certainly go up over the next few years, but investors, savers or injury victims need to make decisions TODAY on whether or not immediate annuity income makes sense for them right now. This will be part of a recurring series of conversations I will be having on the ideas and strategies for those looking to use annuities to fund or finance retirement, care plans, settlement plans and other conservative income strategies using insurance company products. Learn more by going to www.thesettlementchannel.com
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The Variable Annuity Handbook

The most complete guide specific to variable annuities is now updated. This new edition is your best choice if you want to educate your clients on the benefits of this increasingly popular tool that has become an integral part of the investment and retirement plans of so many Americans.
The Variable Annuity Handbook, 2nd Edition reviews the features and characteristics of variable annuities and provides information on how to weigh them against other financial services products. The book offers up-to-date market approach strategies that you can use to develop marketing programs, refine your sales approach, and develop an in-depth familiarity of the specific features and benefits of the variable annuity.

Updated with the latest tax and regulatory information, this edition includes the following content:

New and revised selling ideas, including ideas involving living benefits.

Updated information on markets for variable annuities.

New information

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List Price: $ 39.99

Price: $ 28.00

Question by TP2001: How much of annuity payments must I include?
I purchased a 20yr annuity for ,000. I will receive payments of 0 each month of annuity’s life. How much of the annuity payments must be included in my 2009 gross income? I received all 12 payments this year. Also, how much of these annuity payments may be excluded from gross income?

Best answer:

Answer by tro
my annuity sends me a 1099, doesn’t yours?

What do you think? Answer below!

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