Source Of Funds Annuity

® Variable annuities The RiverSource Story
Your annuity offers dozens of exceptional funds to choose from, managed by some of today’s top fund managers. *Source: Morningstar Annuity Research Center, 2013. Talk with your Ameriprise fi nancial advisor to learn more about how ... Access Document

Variable Annuities - Investor.gov
Your most important source of information about a vari-able annuity’s investment options is the prospectus. if you withdraw funds from the new annuity. Further, the new annuity may have higher annual fees and charges than the old annuity, which will reduce your returns. ... Retrieve Here

RETIREMENT ANNUITY FUND - Old Mutual
It is recommended that a living annuity should not be your sole source of retirement income. approved pension/provident funds and preservation pension/provident funds and retirement annuity funds. • You can invest a lump sum, make regular payments on a monthly basis, or both: ... Fetch Document

Agent Source of Funds Certification For Use With Fixed ...
American General Life Insurance Company A subsidiary of American International Group, Inc. AGLC103222-A Rev0409 Agent Source of Funds Certification ... Access Doc

Quotation
Annuitant Date of Birth Sex Prime Annuitant May 10, 1946 M Premium Payment Date: October 1, 2011 Source of Funds: RRSP (Ontario) Conventional Annuity ... Read Document

Annuity Investment Form - The Investment Center, Inc.
Annuity Investment Form 1420 Route 206 North P.O. Box 770 Bedminster, NJ 07921 908-707-4422 - Phone 908-719-6487 - Fax Complete if the Source of Funds are: (Variable Annuity Matrix Required For KY Residents) ˜ 1035 Exchange/Qualified Transfer ... Return Document

Seed Money - Wikipedia, The Free Encyclopedia
Government funds may be targetted toward youth, with the age of the founder a determinant. Often, these programmes can be targetted towards adolescent self-employment during the summer vacation. ... Read Article

Carl Barnowski - YouTube
A registered Annuity Safe Zone®, currently servicing over 1200 principal-protected contract holders in the Hoosier state, Circle City Annuity Source, Inc is an outlet offering only principal-protec ... View Video

Single Premium Immediate Annuity A Periodic Guaranteed Income ...
Source of Funds: Annuity Type: Term Certain Income Amount: $546.52 Income Frequency: Monthly Guaranteed Period: 20 years 0 months First Payment Date ... Access Full Source

WITHDRAWAL REQUEST For Variable Annuities
Source funds depleting (causing my payments to cease). Modifications may subject the series of 72(t) or 72(q) Please note that 12/31/88 annuity balances may be distributed without the occurrence of a triggering event. Elective deferrals (i.e., employee ... Doc Viewer

RiverSource® Variable Annuity Death Benefits
Variable annuity, you have two investing paths: • If you select any optional death benefits or no additional benefits at all, Portfolio Navigator funds. You also have access to fixed account options that offer the security of a ... View Doc

Fixed annuity Sale. What Are Your Responsibilities?
P If the source of funds is an annuity, is the minimum guaranteed interest rate greater than the proposed contracts? P Will any surrender charges or penalties apply? If yes, is the amount greater than 3% of the account value or greater than $5,000? ... Doc Viewer

Annuities - Securities Litigation & Consulting Group
Basis for the value of the subaccounts in an annuity like they do with mu tual funds making the tax -deferred annuity doubly tax-disadvantaged relative to mutual funds. McCann and T hom as on A nnuities 11 beneficiary ... Fetch Here

RETIREMENT ANNUITY FUND APPLICATION FORM
Coronation Retirement Annuity Fund (“the Fund”), a retirement annuity fund registered by the Financial Services Board in terms of the Pension Funds Act, No. 24 of 1956, and Coronation reserves the right to request documentary proof of the source of funds. ... Access This Document

Source of Funds Transmittal - CIR2
Funds Inheritance Rollover Savings from earnings Donations Sale of assets: Mutual funds Variable annuity Other: Spouse/Parent Source of Funds Transmittal SOF Please print, preferably in capital letters and black ink. ... Return Doc

Marketing Appeal Of Variable Annuities Compared To Mutual Funds
Marketing Appeal of Variable Annuities Compared to Mutual Funds John Hegstrom Associate Actuary, Annuity Pricing USAA Life Insurance Company ... Return Document

ING USA Annuity And Life Insurance Company
Issuing the proposed annuity contract. SOURCE OF FUNDS: Indicate the source(s) of funds to be used for the purchase of this annuity (indicate all that apply). Life Insurance Policy Annuity Stocks/Bonds/Mutual Funds CD Variable Life Insurance ... Read Document

Web's Best Retirement Income Calculators - Money Over 55 ...
Calculator helps you figure out if your retirement income expectations are realistic based on your current retirement funds, savings rate, age and life expectancy. This retirement calculator does not take into account the affect of income taxes. ... 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

SCHWAB ONESOURCE ANNUITY - GWRS Webinars
Obtain prospectuses for any applicable annuity contract and the annuity's underlying funds and/or disclosure documents from your registered representative. Read them carefully before investing. Variable annuities are long-term investment vehicles designed for retirement purposes. ... Document Retrieval

WITHDRAWAL REQUEST For Variable Annuities
Of the source funds is less than the withdrawal amount requested. E. 72(t)/72(q) Payments & Annuity Company and that Pacific Life & Annuity Company may share information with my employer regarding activity on my contract. ... View This Document

Annuity Fact Finder - Cure Financial
Annuity Fact Finder Date: ____/____/____ Courtesy of Cure Financial CureFinancial.com 800/473-2850,x23 Annuity@CureFinancial.com Client ROR on source funds or competing instruments: _____ for _____ years Preferred Term, in years ... Get Content Here

Fixed Index Annuities - Annuity Think Tank
Broker-dealers to actively supervise fixed index annuity sales, and the source of funds for fixed index annuity purchases. d. We believe that you may conservatively assume current FIA sales to amount to 40% of your variable annuity sales. ... Get Doc