Annuity Broker

F O C U S
Inc.), a life and annuity broker-age agency located in New En-gland. In addition to running his successful agency, he is na-tionally recognized as an au-thor, speaker and marketing consultant. His 27 years of service to the profession have included elec- ... Retrieve Full Source

*AE7853-12A*
BROKER/DEALER CHANGE REQUEST 08/12 [TRAN] *AE7853-12A* CONTACT INFORMATION CONTACT INFORMATION (for New York only) Pacific Life Insurance Company All Overnight Deliveries: Pacific Life & Annuity Company P.O. Box 2378 1299 Farnam Street, 6th Floor, RSD P.O. Box 2829 ... Read Content

Variable Annuity Basics - YouTube
Sign in with your Google Account (YouTube, Google+, Gmail, Orkut, Picasa, or Chrome) to add Trader Forex finance economy broker 's video to your playlist. ... View Video

Fixed Annuities
Some of the other features of the annuity. For agent or broker use only. Not for use with the public. Not a deposit Not FDIC-insured Not insured by any federal government agency Not guaranteed by any bank or savings association May go down in value ... Document Retrieval

A Copy Of Your Most Recent Statement Is Needed To Process ...
MORGAN KEEGAN. A copy of your most recent statement is needed to process this transfer. Life & Annuity Broker/Dealer and Custodial Ownership Change 50 North Front Street ... Doc Retrieval

Appendix To Section 50.24 Declaration I, , Have Carefully ...
Annuity broker actually meets those minimum qualifications or is otherwise competent to provide structured settlement brokerage services to the United States. No preferential consideration will be given to an annuity broker appearing on the list ... Read Full Source

How To Sell The Equity Indexed Annuity Through Broker-Dealers ...
How to Sell the Equity Indexed Annuity through Broker-Dealers By Mitchell Maynard (February 8, 2006) Over $20 billion of equity indexed annuity (EIA) products were projected to have been ... Retrieve Here

Financial Advisors Shopping For An Annuity
Joeadkins@faimail.com www.FinancialAdvisorsInternational.com Shopping for an Annuity Financial Advisors International Joseph Adkins, S65, RE Broker, Ins. PL-215 ... Read Here

FINRA Investor Alert: Should You Exchange Your Variable Annuity?
Variable Annuity? If you have a life insurance or annuity contract, you may have been approached to Your broker or insurance agent is permitted to recommend such an exchange to you only if it is in your best interest and only after evaluating your ... Get Doc

Introducing Lincoln Deferred Income SolutionsSM Headlines
For Agent/Broker Use Only – Not To Be Used With The General Public. Page 1 of 10 Distribution Support . Vol. Introducing Lincoln Deferred Income SolutionsSM Annuity – Available September 3, 2013 . Lincoln is pleased to announce a new addition to its suite of income solutions, available ... Read Content

BULLETIN - Colonial Brokerage House Inc
BULLETIN: Reminder: Fixed Deferred Annuity Annuitization Commission Reminder. genworth.com . January 7, 2011. Genworth Life Insurance Company’s, Genworth Life and Annuity Insurance ... Read More

Indie B-D Reps Flocking To Fixed Indexed annuities
Jackson National Life Insurance Co. was the top-selling indexed annuity among independent broker-dealers during the fourth quarter, according to Beacon Research Publications Inc. Sales of fixed indexed annuities in the independent broker-dealer channel totaled $752.4 million in 2011, ... Read Here

Annuity Agent Report For Agent Use Only - Marketing Index File
AGLC102227 1. Are you a Registered Representative/NASD Licensed yes no If yes, answer all question below. 2. Does your Broker Dealer require Indexed Annuity Suitability? ... Access Doc

Suitability And Disclosure Developments - Whitaker, Chalk ...
Depending on the particular annuity recommended. This means that broker-dealers should create their own general annuity features disclosure document and also provide the insurer’s disclosure summary. ... Read Content

VL 12667-NY IC VER 5/2009 Original – VALIC, Copy – Applicant/Participant, Copy – Replaced Insurer, Copy – Agency/Broker/Dealer 1.0 REG60NY ... View Full Source

Hartford CEO Says Can’t Be On Defensive After Paulson
Liam McGee, who led a rebound at Hartford Financial Services Group Inc. (HIG) after shunning John Paulson ’s call to split the insurer, said executives shouldn’t be defensive when handling activist investors. ... Read News

Allianz Life Launches The Allianz Signature 7 Annuity
Allianz Life Insurance Company of North America today announced the launch of the Allianz Signature 7SM Annuity. Available exclusively to financial professionals associated with the Allianz PreferredSM platform, Signature 7 is the first Allianz Preferred FIA specifically designed for retirement accumulation with a seven-year decreasing surrender charge period. ... Read News

Tax Credit Housing - Are annuities Counted As Part Of ...
If you have a retirement or other annuity, there's a good chance it will need to be counted in some way as part of your household income. the landlord will need to ask your broker whether you have the right to withdraw the balance of the annuity. ... Read Article

Ivy Funds Names Nelson Manager Of High Income Funds
Ivy Funds today announced that veteran high-yield portfolio manager William M. Nelson has assumed management of Ivy High Income Fund, effective immediately. Nelson adds management responsibility for Ivy High Income Fund to his existing responsibilities as portfolio manager of Ivy Funds VIP High Income and Waddell & Reed Advisors High Income Fund. ... Read News

Ameriprise Financial - Wikipedia, The Free Encyclopedia
Ameriprise claimed that selling this independent broker-dealer allows Ameriprise to focus its efforts on servicing and developing its branded advisor network. Ameriprise Financial advisors recommend actions and a broad range of products consisting of investment, annuity, ... Read Article

The Aviva Annuity - Aviva Insurance Ireland | Insurance For ...
Page 2 Your guide to the Aviva Annuity 3 Is an annuity right for me? 4 Why choose Aviva 5 How does the Aviva Annuity work? 6 What options are available with the Aviva Annuity? ... Retrieve Doc

How Much Is Your Annuity Paying You? - About.com Annuities
Good question right? Oddly enough, it is not always that easy to answer. Call your broker and ask them how much your variable annuity is paying and you will get varying answers and for good reason. ... Read Article

Investment News - The Leading News Source For Financial Advisors
Insurers to be responsible for fixed-annuity suitability State regulators' new rules take burden off broker-dealers By Darla Mercado April 4, 2010 6:01 am ET Fixed-annuity sales are about to receive a new layer of supervision from state regulators. ... Visit Document

Annuities FIXED ANNUITIES APPLICATION FOR AGENT APPOINTMENT
If applicable, list your Marketing Organization for ING Fixed Annuity products NOT sold through your Broker Dealer. Agent Commission Level1 Broker Dealer Name Contract # 1 If Commission Level is left blank, all commissions will be paid to your Broker Dealer. ... Fetch Full Source

SUITABILITY: MUTUAL FUNDS AND VARIABLE ANNUITIES - Dechert LLP
In the case against the individual broker, shortly after the death of one spouse, the broker sold an annuity contract and mutual fund shares into a revocable trust for the benefit of the other spouse -- a 76 year-old widow. ... Fetch Content

Variable annuities - MassMutual
Annuity into a stream of income, either for one or more lifetimes or a specific period of time. Lifetime income payments are based on the claims-paying broker, financial planner, or other financial professional lots of questions about ... Retrieve Document

Insurance Agents : How To Become A Licensed Insurance Broker ...
In order to become a licensed insurance broker, a person needs both an up-to-date license and practical experience. Find out how to get an internship with an insurance agency with help from a licensed insurance agent in this free video on insurance agents and insurance companies ... View Video

Annuity Changes Projected For 2012 - About.com Insurance
Article on Annuity Changes Projected for 2012. Industry; Insurance. Search. Insurance The PPACA; Business Interruption; HSAs; Share; Free Insurance Newsletter! broker-dealer and wirehouse channels, says Montminy. The age of the average SPIA buyer is 73, he adds, ... Read Article

VARIABLE ANNUITY INSURANCE AND SECURITIES WORLD
Or you can trust your broker. On many occasions, clients come in and disagree with me. They say, no! are on this Variable Annuity that Mr. and Mrs. Jones owned. And the customer service representative, who seems like he just graduated college said, 1.5% is the annual fee. ... Access Doc