Equity Indexed Annuities Pdf

If The Market Falls Again, Rest Easier Knowing Your ...
Indexed annuities is right for you by calling your Aviva agent! This depiction is not intended to represent any specific to a direct investment in the equity markets. Clients who purchase Aviva market-indexed annuities are not directly ... Retrieve Doc

Annuities And The Securities And Exchange Commission Proposed ...
That would effectively reclassify equity indexed annuities as a security product in addition to being an insurance product. Since insurance products are solely regulated Front Line,” available on SEC’s website at [http://www.sec.gov/spotlight/seniors/elderfraud.pdf]. ... Document Viewer

Traditional Fixed annuities Interest-indexed annuities Equity ...
The Basics A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a ... Read Here

News Bulletin September 3, 2008 SEC Regulation Of Indexed ...
Equity-indexed annuities guarantee a minimum interest rate, but that interest rate can increase based on the performance of the external equity reference or index. Most equity -indexed annuity ... Return Doc

A History Of American Equity’s Index-5* (9/30/98 - 9/30/10)
This history of American Equity’s Index-5 Indexed Annuity demonstrates the powerful benefits of Indexed Annuities Indexed Annuities are products of the insurance industry and are not guaranteed by any bank, or insured by the FDIC. ... Access This Document

NAIC Life And Health Actuarial Task Force Academy Annuity ...
Http://www.federalreserve.gov/releases/h15/current/h15.pdf and Http://www.treas.gov/offices/domestic-finance/debt-management/interest-rate/index.html (1) (2) (3) CMT Rate as they pertain to equity-indexed annuities. I have reviewed the equity index features of ... Fetch Doc

Annuities - The Colorado Bar
Equity-indexed annuities combine features of traditional insurance products (guaranteed minimum return) and traditional securities (return linked to equity markets). Depending on the mix of features, an equity-indexed annuity may or may not be a security. ... View Doc

Bibliography - Life Insurance - Annuities
Equity Indexed Annuities Posted Hefty Gains Last Year, Ron Panko, BestWeek L&H, June 22, 1998 New EIAs Built With Insurer ‘Partners’, Linda Koco, National Underwriter, L&H, June 15, 1998 . Equity Indexed Universal Life Fills A Niche, Thomas McDonald, National Underwriter, L&H, ... Get Content Here

MasterDex 10 TM Picture What’s Possible
Equity-indexed annuities are different. An equity-indexed annuity earns interest based on changes in an external equity index. This is different from traditional annuities, which credit interest calculated at a fixed rate set in the contract. The ... Read More

1 SEC Press Release 2008-298, SEC Improves Protections for Seniors and Other Investors in Equity-Indexed Annuities (December 17, 2008). 2 Sean P. Carr, The Coalition for Indexed Products; SEC Ignores Congressional, State, and Industry Opposition to Indexed Annuity Proposal, ... View Document

Ratchet Equity Indexed Annuities Mary R Hardy ⁄ University of Waterloo Waterloo Ontario N2L 3G1 Canada Tel: 1-519-888-4567 Fax: 1-519-746-1875 email: mrhardy@uwaterloo.ca ... Get Doc

Fixed Index Annuities - Annuity Think Tank - About Annuities ...
Persons of equity-indexed annuities (EIAs) that are not registered under the federal securities laws (bonds and annuities), and shunned equities and equity mutual funds. The U.S. equity mutual fund market experienced net redemptions from 1971 to 1982each year. ... Get Document

SEC Regulation Of Indexed Annuities - Sullivan & Cromwell LLP
Annuities, classified index annuities or equity-linked annuities). Indexed annuities are insurance products which provide the greater of either a guaranteed minimum return or a return derived from the ... Read Document

AAnnuity Product Reference GuideAnnuity Product Reference ...
Contact us Today! AAnnuity Product Reference GuideAnnuity Product Reference Guidennuity Product Reference Guide EQUITY INDEXED MMayay 22011011 Last Updated ... Read Content

For A Secure Retirement Bonus Gold - Interactive @gent Login
INDEXED ANNUITIES FOR YOUR RETIREMENT PORTFOLIO Indexed annuities are fixed annuities that provide an opportunity to BENEFITS OF ANNUITIES At American Equity, our innovative tax deferred annuities help you maximize both growth and safety for your hard ... Return Doc

Suitability Developments In Annuity Sales In Texas
Equity-indexed annuities, and the SEC has not made a final decision about its general jurisdiction over the sale of equity-indexed annuities. First, FINRA asked the SEC to evaluate whether equity-indexed annuities are securities. ... Visit Document