Jefferson Variable Annuities

MARKET CONDUCT EXAMINATION REPORT LIFE INSURANCE BUSINESS OF ...
In April of2006 a merger between Lincoln National Corporation and Jefferson-PilotLife Insurance Company took place. As a result, annuities and variable annuities on a qualified and non-qualifiedbasis. LFG’sEmployer Marketsegment originated from ... Read Full Source

Documenting Suitability And Enforcing Adequate Written ...
$4.3 million in restitution to the Jefferson Parish, (Louisiana) Public School System’s employee deferred compensation plan. variable annuities by providing them with false and misleading justifications for the switches and ... Access This Document

Companies Offering 403(b) Services To Los Angeles Unifi Ed ...
Jefferson Pilot Life Insurance Company John Alden Life Insurance Company Kansas City Life Insurance Company Kemper Investors Life Insurance Co Annuities and Variable Annuities (continued) Underwriters National Assurance Co Union Central Life Insurance Company ... Return Document

Withdrawal Request - Content Management System & ECommerce ...
• Withdrawals from a variable annuity product with a guaranteed minimum withdrawal benefit may impact that benefit: Distributions you receive from qualified pension or tax-sheltered annuities that are eligible to be rolled over tax free ... Access This Document

Nationwide Life Insurance Company Nationwide Variable Account ...
Court of Jefferson County, Alabama entitled : Ruth A. Gwin and Sandra H. Turner, and a class of similarly situated individuals v. Variable annuities are complex investment products with unique benefits and advantages that may be particularly ... Doc Retrieval

MARKET CONDUCT EXAMINATION REPORT - Washington State Office ...
Jefferson Standard Life Insurance Company, formed in 1907 in Raleigh, North Carolina, Variable Life, and Variable Annuities. As of December 31, 1996, the total premium volume was $4,412,111, and the Company had 238 active agents in Washington. ... Fetch Doc

Investment Management Programs - Investment Advisors - Hanlon ...
Variable Annuities* 401(k) 403(b) Brokerage Hanlon Investment Management 3393 Bargaintown Road, Suite 200 Egg Harbor Township, NJ 08234 Jefferson National Lincoln Financial Nationwide Pacific Life Prudential (Advisors Choice 2000) Security Benefit Transamerica ... Access Doc

INVESTMENT TO EXISTING JEFFERSON PORTFOLIO Portfolio Vs. SP ...
The Jefferson National Monument Advisor Variable Annuity does not have any surrender charges. As with all mutual funds and variable annuities, there is the risk that you could lose money through your investment in the Portfolio. ... View Document

Larry M. Chadwick - United States Department Of Labor
630 Peter Jefferson Parkway, Suite 260, Charlottesville, VA 22911 . 2 of 29 TIAA-CREF provides both fixed and variable annuities (in addition to mutual funds) as accumulation vehicles for participants. Participants are under no obligation ... Fetch This Document

Frequently Asked Questions
Alignment for both variable universal life and variable annuities. The final phase, scheduled for end of second quarter, 2007, includes the term life products. Jefferson Pilot2 into a product in the unified product portfolio. ... Fetch Document

SECURITIES AND EXCHANGE COMMISSION Action Applicants
Prudential Annuities Life Assurance Corporation, et al; Notice of Application March 4, 2008 . Agency: Securities and Exchange Commission (“SEC” or “Commission”). The Contract offers both variable investment options and market value adjustment fixed ... Access Full Source

WITHDRAWAL/SURRENDER REQUEST FORM - Great American Financial ...
Client Relations - 800-789-6771 Variable Annuities Fax Number - 513-412-3766 Variable Annuities WITHDRAWAL/SURRENDER REQUEST FORM Name of Owner(s) (including Joint Owner, if applicable) Contract/Certificate/Policy Number ... Fetch Doc

Proceedings Of The 2008 Winter Simulation Conference S. J ...
Variable annuities are very appealing to the investor. For T. Jefferson, J. W. Fowler eds. Hsieh way is to package premium-protected structure products as equity-linked insurance contracts. Such premium-protected structure products are designed and sold by investment ... Access Full Source

MARKET CONDUCT EXAMINATION REPORT - Washington State Office ...
Of Jefferson Pilot Corporation. The company along with its subsidiary, First Alexander Disability, Variable Life, and Variable Annuities. As of December 31, 1996, the total premium volume was $5,049,767, and the company had 180 active agents in Washington. ... Doc Viewer

Legal Horizons, 2005, Vol. II - Life & Health
Action against Jefferson Pilot, and is reported to have taken action against two subsidiaries of Aegon variable annuities that were often not suitable investments. Variable Annuity Sales and Operations Practices Targeted by ANN BLACK & KAREN A. BENSON ... Return Doc

Examination Report - Market Conduct - Jefferson Pilot ...
Jefferson Pilot LifeAmerica Insurance Company, hereinafter referred to as “the Company” or “JPLA,” at its office located at 100 North Greene Street, Greensboro, North Carolina 27401. variable universal life and fixed annuities. ... Visit Document

The Tax-Efficient Frontier: Improving The Efficient Frontier ...
JEFFERSON NATIONAL 1 EXECUTIVE SUMMARY of variable annuity, which eliminates unwanted fees Every financial advisor is familiar with the concept Variable annuities are long-term investments to help you meet retirement and other long-range goals. ... Access Content

Low-cost variable annuities, such as Jefferson National and Vanguard annuities, to house these tax-inefficient asset classes. 3. Certain assets almost always belong in taxable accounts. Buy-and-hold equities, most index funds, and most ETFs (except for some that are heavily taxed ... Retrieve Content

ANNUITIES - Kentucky: Personnel Cabinet - Personnel Cabinet Home
0001032 Jefferson-Pilot Life Ins. (Ky Central Life) 01. 0001035 Lincoln National Life 01. 0001050 Teachers Ins & Annuity 01. 0001128 Professional Retirement Planning Inc 01. 0001129 Variable Annuity Life 01. 0001182 MetLife ANNUITIES Author: personnel Last modified by: per607 Created Date: 8/24/2009 ... Fetch Full Source