Annuities Fact Sheet

FSA Guide To Annuities And Retirement Options
Annuities and other retirement options Financial Services Authority August 2006 The Financial Services Authority – the UK’s financial watchdog The Financial Services Authority (FSA) is the independent watchdog set up by government to regulate financial ... Retrieve Content

Pacific One Select Variable Annuity Fact Sheet
19017-12A 5/12 Why a Variable Annuity? A variable annuity can be an important part of an overall long-term retirement strategy. It’s the only investment that ... Document Viewer

Charitable Gift Annuities Fact Sheet
1 Rescue ●Rehab ●Rehome Major and Planned Gifts Fact Sheets Major and Planned Gifts Overview _____ Beneficiary Designations You irrevocably transfer cash or ... Fetch Doc

Guaranteed Growth Fixed Deferred Annuity Fact Sheet
Guaranteed Growth Fixed Deferred Annuity Fact Sheet Subject: The AXA Equitable Guaranteed Growth Annuity (GGA) is a single premium fixed deferred annuity contract that offers tax-deferred growth and guaranteed interest rates. Keywords: Annuity; annuities; fixed annuity; interest rates ... Visit Document

ANNUITY FACT SHEET - Brokerage-USA
ANNUITY FACT SHEET - FIXED ANNUITIES Premium Bonus Name of Plan 8% 1st Year / 5% ears 2-54% 1st For current interest rates, please refer to Rate Card SA-8649. Products not approved in all states. Certain limitations and exclusions apply. ... Return Document

The MassMutual Fact Sheet At-A-Glance - Whole Life Insurance ...
At-A-Glance The MassMutual Fact Sheet MassMutual is a leading mutual life insurance company that is run for the retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for ... Get Content Here

Facts About The New York Life Flexible Premium Variable ...
Tax-Sheltered Annuities (TSAs)* g $50 per month if part of a pre-authorized billing arrangement; or g $2,000 single premium. Fact Sheet. Standard Death Benefit Additional Features and Benefits Optional Riders Available for Purchase ... Fetch Here

TREASURY FACT SHEET: HELPING AMERICAN FAMILIES ACHIEVE ...
TREASURY FACT SHEET: HELPING AMERICAN FAMILIES ACHIEVE RETIREMENT SECURITY BY EXPANDING LIFETIME INCOME CHOICES In September 2009, President Obama announced several new steps to make it easier for These annuities can provide a cost-effective solution for retirees ... Doc Viewer

Facts About The New York Life Complete Access Variable Annuity
Also, variable annuities are subject to additional fees to which other tax-qualified plan funding vehicles may not be subject. The Company You Keep® Fact Sheet. Optional Riders Available for Purchase g Annual Death Benefit Reset Rider ... Fetch Full Source

Fidelity Personal Retirement Annuity
Tax-deferred annuities may help make your portfolio more tax effi cient. If you have signifi cant assets in taxable accounts, or you are subject to high income tax rates, there’s a good chance you could benefi t from ... Get Document

WWW.AZASRS.GOV Fact Sheet
Fact Sheet Information: Phoenix (602) 240-2000 Tucson (520) 239-3100 Toll-free (800) 621-3778 . Author: Arizona State Retirement System (ASRS) Created Date: ... Return Document

Service Center Home Office: Flexibility. - Commonwealth ...
Variable annuities have two distinct phases—the accumulation phase and the payout phase. The ac-cumulation phase begins with your fi rst contribution—either a one-time lump sum or a series of contributions over time. ... Content Retrieval

Annuity Training Platform - RegEd - Home
New and emerging regulations for selling annuities are creating complex training challenges for producers. Multiple state and carrier-specific product training programs, delivered on various custom platforms, make meeting the requirements ... Read Document

Variable Annuity Fact Sheet - Pacific Life - Annuities
18015-12A 5/12 Why a Variable Annuity? A variable annuity can be an important part of an overall long-term retirement strategy. It’s the only investment that ... Get Doc

Pensions OptiPlus Fact Sheet - 2011.04
The local market leader in annuities. Growth Objective To maximise growth of the portfolio, and hence increases, subject to the limits imposed by the protection Microsoft Word - Pensions OptiPlus Fact Sheet - 2011.04.28 Author: om26786 ... View Full Source

Portfolio Deferred Income Annuity Dividend Fact Sheet
Select™ Portfolio Deferred Income Annuity . Dividend Fact Sheet Dividends paid on participating annuity contracts can have a dramatic effect on the performance of a contract. ... View Full Source

Inflation-Linked Annuity Fact Sheet - 2011.04
With-profit annuities are allowed. REGULATORY INFORMATION Old Mutual’s Inflation Linked Annuity is well suited to clients who: Microsoft Word - Inflation-Linked Annuity Fact Sheet - 2011.04.28 Author: om26786 Created Date: ... Access Doc

New York Life Guaranteed Future Income Annuity II
1 New York Life Guaranteed Future Income Annuity II * 1 Guarantees are subject to contract terms, exclusions and limitations, and the claims-paying ability of NYLIAC (a Delaware ... Retrieve Document