Fixed Annuity Sec

UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM 10-K
The fixed annuity offers a variety of interest rate guarantee periods. The contract owner SEC. These fixed indexed annuities offer a fixed interest account and a variety of indexed accounts that provide index credits ... Access Doc

Peachtree Settlement Funding - Dream 60 sec - YouTube
Peachtree Settlement Funding - Dream 60 sec 42:54 Jackson National Perspective II Variable Annuity Review - 2013 Update by RealizeRetirement 1,585 views; 7:59 Fixed Annuities by Jeffrey Bangerter 394 views; ... View Video

The Equitable Life Assurance Society - Wikipedia, The Free ...
2 Guaranteed Annuity Rates, Article 65 and the Hyman case. 2.1 House of Lords ruling on the Hyman case; 1762 with the name of the “Society for Equitable Assurances on Lives and Survivorships” offered both whole life and fixed term policies. ... Read Article

SEC Releases Final Rule On Indexed Annuities
SEC narrowed the scope of the rule so that it does not cover the vast majority of general account life insurance and annuity products. The rule does not cover AALU and others that the proposed rule could have been interpreted as applying to traditional fixed ... Fetch Doc

IRC Sec. 72 IRC Sections 1
(1) Investment in the contract. For purposes of subsection (b), the investment in the contract as of the annuity starting date is-- (A) the aggregate amount of premiums or other consideration paid for the contract, minus ... Read Full Source

Phoenix Select Plus Fixed Annuity
Phoenix Select Plus — A single-premium modified guaranteed fixed annuity Guarantee Period 4 Years 5 Years 7 Years 10 Years Current Crediting Rate ... Access Full Source

INDEX Annuity Basics ANNUITIES Section 2
INDEX Annuity Basics ANNUITIES Section 2 Index annuities are underwritten by insurance companies. They are a fixed annuity and share ... Get Content Here

FINRA Investor Alert: Equity-Indexed Annuities: A Complex Choice
Their return varies more than a fixed annuity, but not as much as a variable annuity. So EIAs give you more risk (but more potential return) than a fixed www.sec.gov. What Is a Market Index? A market index tracks the performance of a specific ... Access Doc

Indexed Annuity Products - Actuarial Jobs - Actuary Exams ...
2 page 3 Index Annuity Mantras An Index Annuity is a fixed annuity with a nontraditional method of crediting interest. All Index Annuity benefit formulae are ... Retrieve Here

Annuities And Retirement Planning - SunTrust
With a fixed annuity, the annuity issuer determines an interest rate to credit to your investment account. An immediate fixed annuity guarantees a particular rate, and your payment a SEC registered broker/dealer and a member of the FINRA and SIPC. ... Fetch Here

ANNUITY SUITABILITY & DISCLOSURE FORM
Annuity Suitability & Disclosure Form ANNUITY SUITABILITY & DISCLOSURE FORM For Variable Annuity and Fixed Annuity (including Indexed) Purchases . Client’s Name: _____ Age: I acknowledge that I have received the brochure,SEC Guide to VariableAnnuities. ... Fetch Doc

ANNUITY COEPTIS IS THERE A WAY TO VOID AMERICAN EQUITY ...
SEC, the buyer of a fixed index annuity is “exposed to a significant investment risk-i.e., the volatility of the underlying securities index,” the insured “assumes the risk of an uncertain and fluctuating financial ... Return Doc

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY Please ...
Fixed Annuity Payout: determined by the SEC or such Exchange is closed for other than weekends and holidays, (2) the SEC has, by order, permitted such suspension, or (3) an emergency, as determined by the SEC, exists such that disposal of ... Doc Retrieval

DATE: December 22, 2008
OM Financial Life Insurance Company, Baltimore, MD 12-22-08 www.omfn.com DATE: December 22, 2008 TO: Indexed Annuity Producers FROM: Brian Grigg, Vice President, Fixed Annuity Distribution ... Read Content

457(b) Group Variable Annuity - American Fidelity Assurance
The SEC maintains a web site (www.sec.gov) that contains our applicable, of the fixed annuity payment during the period while both annuitants were still living. Generally, when an annuity option is based on two lives instead of one, ... Document Retrieval

Equity-Indexed Annuities
The Securities and Exchange Commission (SEC). To learn more about variable annuities, read our Investor Alert, Should You Exchange Your Variable Annuity? than a fixed annuity but less risk (and less potential return) than a variable annuity. ... Fetch Doc

Fixed Annuity Marketing Agency For Independent Life Agents ...
Ww w.fsdfinancial.com FSD FINANCIAL SERVICES Toll Free: 800-373-9697 Fax:818-881-6970 5530 Corbin Avenue, Suite 333, Tarzana, CA 91356 - email: annuity@earthlink.net Our President's Response to ... Fetch This Document

Regulations Of Mutual Funds - What Are The Regulations Of ...
The SEC website offers many useful links helping to research the regulations of mutual funds as well as other securities laws. Fixed Income; 5 Disadvantages of Mutual Funds; What Are Mutual Funds? See More About: sec; investment regulations; By Category. ... Read Article

NAIFA Disappointed By SEC Reclassifying Indexed Annuities As ...
NAIFA Disappointed by SEC Reclassifying Indexed annuities and not to other types of fixed annuities or insurance products. Once Rule 151A goes into effect on January 12, 2001, indexed annuity transactions, ... View This Document

Accumulation V Depreciation.mov - YouTube
An SEC-registered investment advisor. Insurance and Annuity products are sold separately through OMH Partner Group High Dividend Portfolios. Experts in Fixed Indexed Annuities and how they fit into a portfolio and the ABC model of Conservative Investing. Income Planning ... View Video

Securities And Exchange Commission Rule 151A And Annuities ...
Under the annuity contract. The SEC would consider the payout to be more likely than not in excess of the minimum if that were the expected outcome more than half the time. return on a fixed indexed annuity, resulting in risk to a purchaser. Because of this and other ... View This Document

Indexed Annuity Products - The Actuaries' Club Of The Southwest
NASD and SEC Activities Hedging Approaches Possible Future Direction. page 3 Index Annuity Mantras An Index Annuity is a fixed annuity with a nontraditional method of crediting interest. ... View This Document

III(a) BD - Annuities: Fixed, Indexed And Variable
2 Annuities, July 19, 2005, at http://www.sec.gov/answers/annuity.htm. 273. CHI 58,543,706v2 There are generally two types of annuities–fixed and variable. In a fixed annuity, the insurance (such as a fixed annuity). ... Fetch Content