Evergreen Variable Annuities

Recently Adopted Rules - Morgan, Lewis & Bockius - An ...
NASD Rule 2820, regarding variable annuities, in the Consolidated FINRA Rulebook as Rule 2320. FINRA . 6/8/2009 . SR-FINRA-2009-036: FINRA has adopted Rules 2124 (Net . Transactions with Customers), 2220 (Options . Evergreen Investment : Management Company ... Document Viewer

REQUEST FOR DISBURSEMENT FORM For All EQUI-VEST , EQUI-VEST ...
$____ EQ/Evergreen International Bond (47*) $____ EQ/Legg Mason Value Equity (49*) Annuities [NTAs] and governmental EDC plans): You must read the Special Tax Notice Regarding Plan Payments(Form #982-4000, Cat. #125859) obtained from your ... Access Document

Companies Offering 403(b) Services To Los Angeles Unifi Ed ...
Evergreen Funds Fortis Funds Franklin Templeton Trust Co Idex Investor Services, Inc. Lutheran Brotherhood Securities Midwest Group Annuities and Variable Annuities (continued) Underwriters National Assurance Co Union Central Life Insurance Company ... Get Doc

IMMEDIATE PARTICIPATION GUARANTEE AND (Last Updated 12/14/12)
F.1) Memorandum of Variable Material 10 F.2 Note also that Regulation No. 128 evergreen contracts have largely replaced annuities on deferred lives shall be at least equal to the reserves, determined in ... Read Full Source

RELIASTAR LIFE INSURANCE COMPANY - ING For Financial ...
ING Evergreen Health Sciences Portfolio ING Wells Fargo Health Care Portfolio Variable Account Annual Expenses (as a percentage of average Variable Account Contract Value): ReliaStar Life offers individual life insurance and annuities, ... Access Content

The History Of American Indian Education - The Evergreen ...
The Evergreen Center for Educational Improvement. The this silence is probably a variable and complicated mixture of most American Indian communities became impoverished and ultimately dependent upon the government annuities that they received as payment for their land ... Visit Document

ING GoldenSelect ESII
Variable annuities are issued by ING USA Annuity and Life Insurance Company and distributed by Directed Services, Inc., member NASD, ING Evergreen Health Sciences Portfolio (Class S) ING FMRSM Diversified Mid Cap Portfolio (Class S) ... Retrieve Doc

Evergreen Funds Family Capital Fiduciary Federated Services Corp Feil Daily Investments Ferris Baker Watts Fidelity Advisor Funds ING Variable Annuities Inland Real Estate Investment Trust Integrity Companies Interactive Brokers LLC Invesco Aim ... Retrieve Full Source

VARIABLE ANNUITY AND VARIABLE LIFE PORTFOLIO HIGHLIGHTS L.P ...
EQ/Evergreen Omega ..26 FIDELITY MANAGEMENT & RESEARCH COMPANY EQ/FI Mid Cap Variable Life Insurance and Variable Annuities: • Are Not Deposits of Any Bank • Are Not FDIC Insured • Are Not Insured ... Fetch Content

The Evergreen State College Retirement Plan (TESCRP) Amended ...
The Evergreen State College Board of Trustees established The Evergreen State College variable annuity, or investment company that provides annuities to the Plan will not be accepted. 4.6. ... View Document

Disciplinary And Other NASD Actions Reported For February 2007
Evergreen Investment Services, Inc. (CRD #487, Boston, Massachusetts) submitted a Letter of Acceptance, Waiver and Consent in which the firm was accounts in the variable annuities of many clients without his member firm’s approval. The findings stated ... Retrieve Full Source

Prime Capital Services, Inc. Revenue Sharing Disclosure
Company products when recommending Mutual Funds, Variable Annuities, Fixed Annuities, Index Annuities or Variable/Fixed/Universal Life Insurance products to our clients instead of Evergreen Fidelity First Trust Franklin Templeton Met Life ... Return Doc

ABOUT NEW YORK LIFE
***CollegeSense is distributed by NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany, NJ 07054 and Evergreen Investment Services, Inc., 200 Berkeley Street, Boston, MA 02116. variable and fixed annuities. Operating revenue in Life and Annuity increased 4% to $7.1 billion in 2005, ... Read Here

Data Sources - Albridge Wealth Reporting Resource Center
TIAA-CREF Variable Annuities Touchstone Variable Annuities Transamerica Liffe Insurance Union/Time Western Reserve Life DAZL ABN / Amro Allegiant Funds Evergreen Funds Federated Services Corp. Fidelity Advisor Fidelity Advisor Offshore Fidelity Destiny Contractuals ... Fetch Here

Prospectus Form # Product Name National New York RiverSource ...
† Evergreen Variable Annuity Trust Variable annuities — with or without optional benefit riders — are not right for everyone. Make sure you have all the facts you need before you purchase a variable annuity or choose an optional benefit rider. ... Doc Viewer

Fund Flows Annual Report 2009 Formatted - Morningstar Log In
Variable Annuities All U.S. Stock (25,330) (14,464) (44,488) 15,629 (68,653) International Stock 25,542 28,781 23,826 4,006 82,155 Balanced and the now defunct SSgA YieldPlus and Evergreen Ultra Short Opportunities. Perhaps investors have short ... Fetch Content

Separately Managed Account Programs Disclosure Document
Customized Portfolios from Evergreen ("Customized Portfolios"), and Jennison-Dryden Managed Accounts (“JennDryden”)* Programs variable annuities; exchange-traded fund shares; closed-end mutual fund shares; and certain select mutual fund shares from Wells Fargo Advisors' Allowable ... View Doc

The Big Picture - Grail
Annuities (fixed, immediate, variable) Fixed income Insurance, LTC Charitable remainder trusts wealth transfer is primary concern planning, home UK Evergreen Investments US 26,040 6 1/07 DWM Inc. (16%) CN Dundee Wealth Management Inc. CN 22,587 ... Retrieve Doc

OMB APPROVAL Expires: FORM ADV Estimated Average Burden ...
Variable annuities L. Other (explain on Schedule F) (3) mutual fund shares 4. Methods of Analysis, Sources of Information, and Investment Evergreen Financial Advisors, Inc. (“Evergreen” or “Advisor”) provides financial planning and ... Fetch Content

ORP Highlights - OUS | Oregon University System
Variable Annuities CREF Variable Annuities TIAA-CREF Mutual Funds VALIC closed to new participants . Self-Direct Choice Menu. (Evergreen/Putnam) VALIC Small Cap Aggressive Growth (Wells Capital Mgmt) VALIC International Equities . ... Get Document