Home » Speaker by Name » Last Name: G - J    JOHN HUGGARD AUTHOR OF: • Investing With Variable Annuities: Fifty Reasons why Variable Annuities may be better Long-Term Investments than Mutual Funds John Huggard is an Alumni Distinguished Professor at North Carolina State University where he teaches introductory and advanced courses in personal finance. He is a member of the University's Academy of Outstanding Teachers. His research projects deal with variable annuities. In addition to teaching, John is the senior member of a Raleigh, North Carolina law firm that was founded in 1975. He is a board certified specialist in estate planning and probate law and limits his practice to consultation in the areas of estate planning and financial litigation. John is the author of several financial magazine articles and books. His most recent book discusses investing with variable annuities. John regularly lectures to professional groups on topics dealing with probate issues, investment taxation and financial planning. John received his undergraduate degree and law degree from the University of North Carolina at Chapel Hill and his master's degree from Duke University. TOPICS: • Understanding The New Variable AnnuityLiving Benefit Riders • Variable Annuities And Mutual Funds: Dispelling The Myths And Misconceptions Surrounding Variable Annuities And Mutual Funds TOPIC DESCRIPTIONS: UNDERSTANDING THE NEW VARIABLE ANNUITY LIVING BENEFIT RIDERS This lecture discusses, generically, the new living benefit riders available to clients. This is a “plain English” lecture designed to provide attendees with a solid understanding of the basics of living benefits. Each living benefit is examined in light of who is the best candidate for the benefit. Practical examples are given of each benefit to show how they can help specific clients. Objections to living benefits (i.e., costs, etc.) are discussed and attendees are shown how to honestly and simply counter these objections. VARIABLE ANNUITIES AND MUTUAL FUNDS: DISPELLING THE MYTHS AND MISCONCEPTIONS SURROUNDING VARIABLE ANNUITIES AND MUTUAL FUNDS This lecture examines several myths and misconceptions regarding mutual funds and variable annuities. This is a 90 minutes lecture. Factual data is provided for distribution to attendees that dispells these myths and misconceptions. Attendees will learn that when mutual funds and variable annuities are fairly compared, the variable annuity often proves to be the better long-term investment. A partial list of the myths examined in this lecture include: • The myth that mutual funds owners are taxed at a maximum of 15% if they hold their mutual funds for more than a year. • The myth that variable annuity owners in a 25% tax bracket pay 25% on withdrawals from their variable annuities. • The myth that variable annuities do not have a stepped-up basis. • The myth that mutual funds are cheaper to own than variable annuities. • The myth that variable annuities are always subject to both death and income taxes when the owner dies. TRAVELS FROM: North Carolina FEE CATEGORY: B ($5.5-10k)         « Previous | Next »

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