Variable Annuity Def

INVESTING IN HEDGE FUNDS - GSRP | Giordani Swanger Ripp ...
Issued after December 31, 1984, must meet the def-inition of “life insurance” under Internal Revenue Code Section 7702. IRC Section 7702 states that the policy must be a life insurance underlying a variable annuity contract when the depos-itor transfers the CD to a life insurance company in ... Fetch Full Source

730 Third Avenue, New York, NY 10017-3206 Quarterly ...
DEF College Retirement Plan 256,401.92 246,438.95 Total Plans $276,106.42 $266,124.00 Other Accounts ABC Retiree Health Savings Plan $2,157.43 $2,029.28 Annuity Contracts in Your Plans TIAA 12345678 CREF 23456789 $256,401.92 $246,438.95 including variable annuities and mutual funds, ... Doc Viewer

#22 Types Of Annuities - YouTube
3:59 What Are Annuities Discover The Different Types of Annuities & The Pros and Cons by Variable Annuity 7 views; 1:34 Annuity types - 0808 100 1055 by RetirementAssured 109 views; 0:31 Builders Surplus High Prices Vers 1 2013 by Gary Pyles 5 views; ... View Video

SEC NEWS DIGEST - U.S. Securities And Exchange Commission
Excepted from the def inition of investment company by section 3(c) (1) of the Act. The order also permits the Fund to co-invest with other Merrill Lynch Life Variable Annuity Separate Account A, Merrill Lynch Life Variable Annuity Separate ... View This Document

PART I - INFORMATION ABOUT THE PLAN - Colgate
Or in a variable annuity under the TIAA Real Estate Account as a lump sum cash payment when you terminate employment. Your interest in the Plan invested in a traditional annuity with TIAA Microsoft Word - Def Contirb SPD.doc Author: ... Document Retrieval

Immediate Annuity - Definition Of Immediate Annuity
An immediate annuity makes income payments immediately, or very soon after purchase. You use an immediate annuity when you want to start taking income as soon as possible. ... Read Article

Santa Clara VTA Investment Options
The Fund invests in a separate account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company (Prudential), CA Annuity contracts contain exclusions, limitations, reductions of benefits and terms for ... Retrieve Here

MFS VARIABLE INSURANCE TRUST II - EDGAR Online
Retirement Benefit Deferral Plan Under a Retireme nt Benefit Deferral Plan, certain Nominees have def erred benefits from a prior retirement plan for cer tain MFS funds, variable annuity contract through which you invest in the Portfolio), your expenses would be higher. ... Document Viewer

Annuity Rider Vs Annuity Benefit - YouTube
Http://www.theannuitythinktank.com What are the differences between annuity riders and annuity benefits? ... View Video

Please Consider The Investment Objectives, Risks, Fees And ...
Variable deferred annuity. In all states except New York, the annuity contract is issued by Great-West Life & Annuity Insurance Company. In New York, annuity contracts are issued by First Great- West Life & Annuity Insurance Company, White Plains, New York. ... Access Content

ALI-ABA Conference On Life Insurance Company Products ...
Recent Developments in Variable Product Advertising Regulation By Christopher S. Petito · Consolidate previous FINRA staff guidance concernin g variable annuity and variable life plan sponsors and COLI purchasers that meet the def inition of institutional investor ... Access Document

JOHN HANCOCK INSURANCE : MEMORANDUM AND ORDER
That Defendant unlawfully recouped the “bonus” she was credited in the first year of her annuity Def.’s Mot. for Summ. J. [hereinafter “Pl.’s Resp.”] not variable, interest rate. ( Id. at 213:7-20.) ... Document Retrieval

IN THE
Natural Res. Def. Council, Inc., 467 U.S. 837 (1984) .. passim Chicago Title & Trust Co. v. Forty-One Thirty-Six Wilcox Variable Annuity Life Ins. Co., 513 U.S. at 258 n.2. The OCC’s reasonable exercise of that discretion is entitled to ... View Document

Volume 36 Second Quarter 2009
The decline in equities on variable annuity guarantees and asset write-downs have resulted in many companies posting losses. The rating agencies have been reviewing the impact of these losses on carrier capital positions, and such reviews ... Access Doc

Portfolio X-RayTM John Smith: Brokerage
S Consumer Def 29.20 10.06 d Healthcare 7.08 9.84 f Utilities 0.32 2.97 exchange-traded funds, and variable annuity subaccounts, equity data is based upon Morningstar's analysis of the holdings, Variable life insurance is a cash-value life insurance product that has a variable ... Retrieve Doc

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF ...
(See Def.’s Mem. Supp. Cross-Mot. Summ. J. Ex. E.) At the same time, its wholly-owned subsidiary, Bolton Offutt Donovan Variable Annuity Life in particular had been charging hidden fees and was possibly engaging in questionable investment practices. ... Read Full Source

PlanningStation Retirement Advisor
Def. Annuity Def. Comp. Def. Annuity Owner: (check one) Variable Life Other Term Whole Life Univ. Life Variable Life Other Insurance . Retirement Advisor Questionnaire 9 (Life Insurance continued) Policy 1 Policy 2 Policy 3 Insured party: ... View Document

UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY JAMES ...
The Annuity was issued by the PHL Variable Insurance Company, and calls for equal monthly payments in the amount of $8,617.75 to Mrs. Carlini for a period of thirty-six months. (Def.’s Mem. in Opp., at 18.) However, since all parties agree that without the authority to ... Read Full Source

Definitions, Reconciliation & Schedule Of Notable Items
Living benefits within our variable annuities net of the change in the fair value of the derivatives we own hedge contract holder index allocations applicable to future reset periods for our indexed annuity products as required under SFAS 133 and SFAS 157, Def and Rec Inc From Ops v02.ppt ... Return Doc

Variable Universal Life Insurance - Wikipedia, The Free ...
Variable Universal Life Insurance (often shortened to VUL) is a type of life insurance that builds a cash value. In a VUL, the cash value can be invested in a wide variety of separate accounts, similar to mutual funds, and the choice of which of the available separate accounts to use is entirely ... Read Article

What Is Variable Pay? - About.com Human Resources
Variable pay is used to recognize and reward employee contribution toward company productivity, profitability, team work, safety, and more. Learn about variable pay. ... Read Article

IIPRC Product Filing Statistics - ACLI.com
Ind Ann -- Def Var Ind Ann -- Imm Non Var o 5 % have been Immediate Non-Variable Annuity . o. 3 % have been Deferred Non-Variable Annuity . o: 1 % have been Deferred Variable Annuity Of the companies which have filed to date: ... Get Content Here

ORDER ON DEFENDANT’S FIRST MOTION IN LIMINE: TO EXCLUDE ...
Def.’s First Mot. in Limine: To Exclude Exemplar Notices From the Office of Personnel Management (Docket # 72) (Def.’s Mot.). The Government objects, but has not responded. Paul Revere Variable Annuity Ins. Co. v. Zang, 248 F.3d 1, 9 (1st Cir. 2001) ... Return Doc

Charitable Gift Annuity - Wikipedia, The Free Encyclopedia
A Charitable Gift Annuity is a gift vehicle that falls in the category of Planned Giving. It involves a contract between a donor and a charity, whereby the donor transfers cash or property to the charity in exchange for a partial tax deduction and a lifetime stream of annual income from the ... Read Article

Variable - Wikipedia, The Free Encyclopedia
Variable may refer to: Variable (research), a logical set of attributes Variable (mathematics), a symbol that represents a quantity in a mathematical expression, as used in many sciences Variable (computer science), a symbolic name associated with a value and whose associated value may be ... Read Article

MAXIM SERIES FUND, INC. - Great-West Funds
Accounts to fund variable annuity contracts, variable life insurance policies and qualified retirement plans that have purchased variable contracts. Shares of the Portfolios are also sold directly to qualified retirement plans, college savings ... Get Content Here