Advisor Annuity

Merrill Lynch Study Finds Boomers’ Generosity Toward Family Members Runs Deep During Times Of Need
During the last five years, three out of five Americans age 50 and older have provided financial assistance to members of their family, including adult children, parents, grandchildren, siblings or other relatives, according to a new Merrill Lynch study. ... Read News

Monument Advisor: A Pure Separate Account Product
Ownership of a variable annuity can be divided into two periods: an “accumulation period,” during which the contract owner invests money into the annuity, and an Monument Advisor is designed to be a pure separate-account product. Monument Advisor does not offer a fixed account, ... Read Content

Investment Advisor Election Form Contract Number
Investment Advisor Election Form Contract Number: from the Advisor to transfer the Annuity contract values or change future contribution allocations between and among the variable account sub-accounts of the Annuity. ... Read Here

Annuities Hub Advisor Marketing - YouTube
Annuities Hub Advisor Marketing Introduction with Robert Wheat. Are you an annuity advisor that would like to push your business to the next level? ... View Video

Management Fees And Taxation - West Bend Certified Financial ...
Client First Investment Management, Inc. is a registered investment advisor. Management Fees and Taxation Many questions come up regarding how management fees are reported and how they are treated for Management Fees Paid Directly from a Non-Qualified Tax Deferred Annuity: ... Read Document

What Are The Downsides Of Equity Indexed Annuities?
An equity indexed annuity is designed to be a safe alternative to investing in the market. Also, always consult with a qualified insurance agent or advisor that has lots of experience with equity indexed annuities before making any changes to your investments. ... Read Article

Payout Annuities - Equitable Life Insurance Company Of Canada
With an Equitable Life® Payout Annuity you can be assured that our rates are among the best in the industry. We offer a wide range of Payout Annuity income options to customize the retirement income solution to best suit your client’s ... Read Document

Annuities For - Annuity Liquidity Program
But Uncle Ray had a smart advisor. By using Stone Street Capital’s Annuity Liquidity Program, there is a third option that would Annuity exit strategy that allows annuity owners to receive cash for some or all of their future annuity payments. Valuable service ... View This Document

TAXATION AND SUITABILITY OF ANNUITIES - Index annuity Book
Taxation and suitability of annuities for the professional advisor john l. olsen, clu, chfc, aep ... Doc Retrieval

Firemen’s Annuity & Benefit Fund Of Chicago Search For ...
- 1 - Firemen’s Annuity & Benefit Fund of Chicago Search for Investment Advisor (“SIA”) SECTION 1 – OVERVIEW 1.1 INTRODUCTION The Firemen’s Annuity & Benefit Fund of Chicago (“the Fund”) is searching for investment advisors ... View Full Source

Advisor’s Edge Variable Annuity Product Guide
Advisor’s Edge® Variable Annuity Product Guide ® Advisor’s Edge Product Guide Annuities issued by: Monumental Life Insurance Company • Cedar Rapids, IA ... Fetch Content

Palladium - Annuity Advisors
Palladium ® A Single Premium Fixed Deferred Annuity Product of Multi-Year Guarantee Annuity - NY ... Doc Retrieval

MONUMENT ADVISOR APPLICATION INSTRUCTIONS
I understand that Monument Advisor is a deferred annuity and that I may not see a benefit from tax-deferred compounding for a significant number of years. I believe that Monument Advisor is appropriate for my financial objectives, based upon my tax bracket, investments and ... View Document

Creative Marketing Launches New Service To RIAs
Creative appoints industry veteran Rob Hagg to consult with registered investment advisors on ways to grow their businesses. (PRWeb November 19, 2013) Read the full story at http://www.prweb.com/releases/2013/11/prweb11346465.htm ... Read News

MARCH 2013 Understanding Index Annuities - Morgan Stanley
An indexed annuity is a type of annuity that typically provides the contract owner an investment return Morgan Stanley Smith Barney LLC passes all or a portion of these trails on to the Financial Advisor. Annuity ... Fetch This Document

Annuities Leave This Reader Angry - About.com Money Over 55
A reader left me the following comment last week:I do not trust any financial advisor anymore after losing so much money in an annuity. There is not enough out ... Read Article

August 2008 annuity advisor
The Annuity Advisor but elects to be treated as a benefi ciary instead of treating the IRA as their own) depend on whether the owner’s death occurs before or after the owner’s ... View This Document

The Professional Advisor And The Charitable Gift Annuity
4/13/2012 1 What Professional Advisors Don’t Know About Charitable Gift Annuities CAN Hurt You WESTERN REGIONAL PLANNED GIVING CONFERENCE JUNE 2012 ... View This Document

Variable Annuities - Mo
What is a Variable Annuity? Variable annuities are complex investment products, often described as mutual funds wrapped in an insurance policy. ... View Document

Charitable Remainder Annuity Trust - Wikipedia, The Free ...
A Charitable Remainder Annuity Trust, is a Planned Giving vehicle that entails a donor placing a major gift of cash or property into a trust. The trust then pays a fixed amount of income each year to the donor or the donor's specified beneficiary. ... Read Article

Instructions For Life Insurance And Annuity Change Of Beneficiary
Advisor 5 Select Variable Annuity, Retirement Advisor Access 5 Variable Annuity, Fixed Advantage Series Annuities (Fixed Annuity - Value Plus ... View Document

Are Annuities A Good Investment? - About.com Money Over 55
Here's what can make an annuity a good investment, and when it might not be such a great idea. Money; Money Over 55. Search. Money Over 55 Save You’ll also want to feel comfortable asking about annuity fees. Any reputable advisor or company should explain all costs to you before you buy. ... Read Article

W.E. Donoghue & Co. Announces The Launch Of The Power Dividend Index Fund
NORWOOD, Mass., Nov. 19, 2013 /PRNewswire/ -- W.E. Donoghue & Co., Inc. (WEDCO), a pioneer in delivering tactical asset allocation strategies, announces the launch of the Power Dividend Index Fund (Class A: PWDAX, Class I: PWDIX). The mutual fund's distinct strategy entails ... Read News

The TIAA-CREF Retirement Advisor - MnSCU System Human ...
The TIAA-CREF Retirement Advisor The online Retirement Advisor tool on My TIAA-CREF is a new addition to our suite of advice services. ©2012 Teachers Insurance and Annuity Association-College Retirement Equities Fund, New York, NY 10017 ... Get Doc