Friday, October 24, 2014

Dfa Variable Annuity

Strengthen Your Risk And Capital Management Capabilities
Teradata and DFA Capital Management (DFA) can help. casualty, life, and annuity sectors of the insurance industry in North America and Europe. DFA products focus solely on the insur- > Variable Annuity Hedging Metrics > Strategic Planning > Performance Targets > Reinsurance ... Access Doc

Transamerica Efficient Markets VP - Transamerica Series Trust
DFA U.S. Large Company Portfolio 24.06% DFA U.S. Targeted Value Portfolio 16.16% The prospectus includes complete information and other important facts about the variable annuity or variable universal life insurance policy’s charges and expenses. ... Access Doc

Venture Annuity Portfolio Options
Variable annuity contract values fluctuate and are subject to market risk, including the loss of DFA Emerging Markets Value Franklin Templeton International Value GMO International Core JHAM Small Cap* Marsico International Opportunities ... Read Full Source

Defined Contribution Plan - Wikipedia, The Free Encyclopedia
On retirement, the member's account is used to provide retirement benefits, sometimes through the purchase of an annuity which then provides a regular income. ... Read Article

Variable Annuity Series
What is a variable annuity? A variable annuity is a long-term financial product designed for retirement purposes. It is a contract between you and an insurance company that lets you pursue the accumulation of assets through ... Access Document

5 Retirement Income Portfolios - About.com Money Over 55
Have averaged about 9% (1926 – 2012 resulted in a 9.8% gross return per DFA Matrix Book 2013). Bonds, as measured by the Barclays US Aggregate Bond Index have Variable, or Guaranteed; Retirement Planning in 6 Easy Steps; Sequence of Returns Risk Misunderstood by Many Retirees; ... Read Article

SECURITIES AND EXCHANGE COMMISSION CORRECTED
Variable Annuity Separate Account—I (“VA I”), NYLIAC Variable Annuity Separate Account—II MainStay VP DFA / DuPont Capital Emerging Markets Equity Portfolio - Initial Class : UIF Emerging Markets Equity Portfolio - Class II ... Fetch Document

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 ... Retrieve Here

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Our variable annuity platform emphasizes balanced portfolios, and DFA. Now more than ever, it is important to partner with a company that is prepared to meet the promises it makes, both today and in the future. From our conservative product design to our prudent ... Visit Document

Curian/DFA U.S. Micro Cap Fund
Dimensional Fund Advisors LP, the Fund’s sub-adviser (the “Sub-Adviser”), believes that You may invest indirectly in the Fund through your purchase of a variable annuity contract issued by a separate account of Jackson or ... Retrieve Document

Index Fund - Wikipedia, The Free Encyclopedia
The Fama-French three-factor model is used by Dimensional Fund Advisors to design their index funds. Robert Arnott and Professor Jeremy Siegel have also created new competing fundamentally based indexes based on such criteria as dividends, earnings, book value, and sales. ... Read Article

NATIONWIDE VARIABLE INSURANCE TRUST 400 19406 6331
1 NATIONWIDE VARIABLE INSURANCE TRUST 1000 Continental Drive, Suite 400 King of Prussia, Pennsylvania 19406 (800) 848‐6331 March 26, 2012 ... Read Content

25 NSCP Currents November/December 2011 Insurance Product ...
Before making a variable annuity recommendation to a customer, an . adviser can consider the following: when offering variable life settlements. Of note, the DFA’s rules only apply to the aspects of the life settlement . business that are considered the ... Document Retrieval

Seeking Employee Success With The Right Investment Menu
CREF Money Market Variable Annuity. Short-Term Fixed Income: Inflation-Linked Bond. CREF Infl.-Linked Bond Variable Annuity: Intermediate Core Bond. DFA Emerging Markets: 8. Potential Structure: Case Study: Iowa State University: 9: Iowa State University – Plan Overview ... Get Doc

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Is Government Debt Bad For Your Portfolio? - YouTube
On a recent trip to Dimensional Fund Advisors headquarters, Mark Matson interviewed Marlena Lee (PhD in finance and a vice president at DFA), and we have the pleasure of seeing the video of that interview. The two geniuses discussed many topics including: investing in gold, government ... View Video

Have I Roasted You Yet? - About.com Money Over 55
DFA has a plethora of funds; short-term bond funds you can use a variable annuity with a guaranteed lifetime income rider. In it you would put the long-term hold investments, Should You Buy An Annuity? 3 Ways to Do Year-End Tax Planning; Social Security Quiz; ... Read Article

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UPHS DC Plan: TIAA-CREF Funds
DFA US Targeted Value Portfolio US Small Cap Growth Global Equity CREF Global *Variable Annuity ** Guaranteed Annuity TIAA Real Estate* US Mid Cap Growth TIAA-CREF Mid-Cap Growth US All Cap Equity CREF ... Read Document


• DFA also created a Consumer Financial Protection Bureau, which will have an Office of Financial Protection for Older Americans, as well as an deferred variable annuity; • The recommended initial sub account allocations; and ... Document Retrieval

NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION (NYLIAC) (A ...
For Variable Annuity policies: RETURN FORM TO: NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION (NYLIAC) (A Delaware Corporation) Change of Allocation, Transfer, MainStay VP DFA/ DuPont Capital Emerging Markets Equity Portfolio (Highest)(6) 163 % ... Read Content

NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION (NYLIAC) (A ...
MainStay VP DFA/ DuPont Capital Emerging Markets Equity Portfolio (Highest) 163 % Columbia Variable Portfolio – Small Cap Value Fund – Variable Annuity and New York Life Premier Plus Variable Annuity policies. (7) Formerly known as MainStay VP Growth Equity Portfolio ... Fetch Full Source

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