Ubs Annuity

Interest Rate Derivatives House Of The YearUBS
UBS been a clear leader in advising life companies and pension funds on how to manage their interest rate risk first house to sell a guaranteed annuity option hedge, UBS built up a reputation for careful analysis of UK life office liabilities, reaping the ... View This Document

TO; The SEC RE: Index Annuity Comments - U.S. Securities And ...
Lehman Brothers, Merrill Lynch, U.S. Bancorp, Piper Jaffray, UBS Securities, Goldman Sachs, Citigroup Global Markets, Credit Suisse First Boston and Morgan Stanley. annuity commissions at the same percentage of the commissions as they were taking on the securities I sold through them! ... Document Viewer

Long Island's Financial Planner-Jeff Lewis, CFP At 631-546 ...
5:09 Fixed Index Annuity Holders Hang On by AnnuityNewsNow 75 views; 1:12 Jeff Lewis, Alexander Friedman - UBS Wealth Management by UBS 2,697 views; 1:28 Coding Certification Product Overview by MedicalCodingCert 18 views; Loading more suggestions Load more suggestions . ... View Video

Types Of Business Entity - Wikipedia, The Free Encyclopedia
A business entity is a commercial, corporate and/or other institution that is formed and administered as per commercial law in order to engage in business activities, usually the sale of a product or a service. There are many types of business entities defined in the legal systems of various ... Read Article

Understanding Our Fees, Charges And Other Compensation
About our fees, charges and other compensation As a UBS client, you benefit from the broad scope of services and resources of a leading global firm—whether ... View Doc

Implications for annuity business Paul Fulcher, UBS Investment Bank Finance & Risk Management Conference, June 2007 UBS specifically prohibits the redistribution of this material and accepts no liability whatsoever for the actions of third parties in this respect. * * * Title: ... Access Doc

American Equity Fund (UBS) - Canada Life Financial
Underlying fund: UBS American Equity Fund Underlying fund size: $83.7 million Volatility meter Low Risk within all asset classes Risk within fund asset class High The group retirement savings and payout annuity products are issued by Canada Life. ... Fetch Doc

Elizabeth O'Brien's Retire Well: Living To 100? It’s More Likely Than It Sounds
Nearly half of retirees will live past 85, and for many boomers, such potential longevity will mean major lifestyle adjustments and changes in financial strategy. ... Read News

REPORT OF EXAMINATION OF THE UBS LIFE INSURANCE COMPANY USA ...
Of its affiliate, UBS Financial Services, Inc. (UBSFS) for its variable annuity products and to use PaineWebber Series Trust as the underlying investment vehicle. This agreement has been effective since September 1, 1993; however, the Company ceased ... View This Document

My Top Videos - YouTube
Your equity-indexed annuity, like other fixed annuities, also promises to pay a minimum interest rate. The rate that will be applied will not be less than this minimum guaranteed rate even if the index-linked interest rate is lower. The value of your annuity also will not drop below a guaranteed ... View Video

Best Index Funds - Low Fees And Good Service - Money Over 55
Should You Buy An Annuity? 3 Ways to Do Year-End Tax Planning; Social Security Quiz; I'm Retired. Do I Need Life Insurance? Most Popular. Key Things to Know About The Social Security 401k Retirement Age - 55, 59 1/2, or 70 1/2 - ... Read Article

JOHN HANCOCK VARIABLE INSURANCE TRUST 601 Congress Street ...
Dear Variable Annuity and Variable Life Contract Owners: Enclosed is the Information Statement of John Hancock Variable Insurance Trust GMO and UBS Global AM generally are collectively referred to as the “subadviser.” ... Document Viewer

ING LIFE INSURANCE AND ANNUITY COMPANY VARIABLE ANNUITY ...
ING UBS U.S. Large Cap Equity Portfolio (ADV Class) ING Van Kampen Comstock Portfolio (ADV Class) Annuity Life Insurance Company (formerly known as Participating Annuity Life Insurance Company, an Arkansas life insurance company organized in 1954). ... Get Doc

UBS Global Financial Services Conference
UBS Global Financial Services Conference Michael D. Fraizer Chairman & CEO May 14, 2008 ©2008 Genworth Financial, Inc. Annuity & Liquidity Genworth Solutions Wealth Management Accumulation/ Inflation & Market Risk Protection Guaranteed Income/ Longevity & Investment ... Get Doc

REPORT OF EXAMINATION - California
REPORT OF EXAMINATION OF THE UBS PAINEWEBBER LIFE INSURANCE COMPANY AS OF DECEMBER 31, 2003 Participating State and Zone: California ... Visit Document

UBS Asset Gathering Conference
UBS Asset Gathering Conference Chuck Cornelio, President, Retirement Plan Services March 23, 2012. Group Annuity & Mutual Fund platforms Multi-Fund and Other Advisors directly to Plan Sponsors Lincoln Financial Advisors Individual & Group Annuities ... Access This Document

How Deep Is The Annuity Market Participation Puzzle? By ...
ISSN 0956-8549-593 How Deep is the Annuity Market Participation Puzzle? By Joachim Inkmann Paula Lopes Alexander Michaelides DISCUSSION PAPER NO 593 (UBS Paper 044) ... Get Document

CommodityRealReturn Strategy, PIMCO Overall Morningstar ...
CommodityRealReturn Strategy, PIMCO Available through Pacific Life Variable Annuity Products Benchmark : DJ UBS Commodity TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk ... View Doc

International Equity (UBS)
International Equity (UBS) The Great-West Life Assurance Company FUND FACTS · Flexible Accumulation Annuity and Flexible Income Fund investment plans ... Retrieve Doc

AXA In The U.S. Profitable Growth Ahead - AXA Group Web Site ...
AXA in the U.S. Profitable Growth Ahead UBS Global Financials ConferenceUBS Global Financials Conference STAN TULIN VICE CHAIRMAN AND CHIEF FINANCIAL OFFICER ... Access Doc

Historical MetLife Shield Level SelectorSM Contract Rates
MetLife Insurance Company of Connecticut’s MetLife Shield Level Selector Annuity based on the Dow Jones-UBS Commodity Index SM is not sponsored, endorsed, sold or promoted by Dow Jones, UBS, DJI ... Access Doc

^ÅÅçìåí=qê~åëÑÉê TF - UBS
Each annuity or mutual fund you intend to transfer. (Some assets are not transferable. If the asset is not transferable, UBS Financial Services Inc. can be named broker-dealer and/or custodian at the company, or the assets can be sold. ... Fetch Here

International Equity (UBS)
International Equity (UBS) The Great-West Life Assurance Company · Managed-Money Program FUND FACTS · Flexible Accumulation Annuity and Flexible Income Fund investment plans ... Access This Document

COMPANY PORTFOLIO1
Insurance Company, & ING USA Annuity and Life Insurance Company. FOR BROKER USE ONLY, not intended for public use. Title: Microsoft Word - ubs-company-portfolio.DOC Author: SRosen Created Date: ... Doc Retrieval

Retirement Planning - Learn How To Build Your Ideal ...
Information, tips and advice to help you get started planning for retirement. ... Read Article