Fantasy-world Returns For Equity Indexed Annuities
Fantasy-world Returns for Equity Indexed Annuities By Robert Huebscher May 31, 2011 When research fails to meet the basic standards of academic rigor, its conclusions should ... Read More
Athene Holding Ltd. To Acquire Aviva’s U.S. Annuity And ...
Of fixed indexed annuities in the United States. Based in West Des Moines, Iowa, through articles in The Bottom Line newsletter. For more information, please read the press release. issued by Athene. Author: Kevin Bentz Created Date: ... Read Here
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TOP TEN INDEXED ANNUITIES OF THE QUARTER. Allianz BonusDex Elite. Allianz PowerDex Elite. Jefferson-Pilot NewDirections. Allianz FlexDex Multi-Choice. ING Secure Index. 1Q2004. Fidelity & Guaranty Spectrum Rewards Bonus. 2Q2004. American Equity Premier Gold. ... Fetch Doc
An Economic Analysis Of Equity-Indexed Annuities
0 An Economic Analysis of Equity-Indexed Annuities September 10, 2008 Submitted to the North American Securities Administrators Association (NASAA) ... Return Document
The Pros And Cons Of Equity Indexed Annuities
The Pros and Cons of Equity Indexed Annuities EIAs look attractive to conservative investors today. But product features have changed, so advisers should tread carefully. ... Document Viewer
An Overview Of Equity-Indexed Annuities - Welcome To ...
1 An Overview of Equity-Indexed Annuities Craig McCann, PhD and Dengpan Luo, PhD1 Equity-indexed annuities are complex investments sold by insurance companies that pay ... Retrieve Content
The Fight Against Inappropriate Annuities For Seniors And How ...
Worst of a Bad Lot: Equity Indexed Annuities Probably the biggest-selling deferred annuities are highly complex products called equity indexed annuities. Theoretically, these are annuity accounts tied to a stock index like the NASDAQ sp 500. ... Document Retrieval
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 ... Fetch Here
Tax-Sheltered Retirement Plans - Welcome To Utah State University
Equity Indexed Annuities Complicated investment for sophisticated investors Minimum guaranteed return Rate of return on your investment is based on an underlying index such as the S&P 500 One of the most confusing features of an EIA is the method used to calculate the gain in the index ... Read Document
News Bulletin September 3, 2008 SEC Regulation Of Indexed ...
1 Attorney Advertisement News Bulletin September 3, 2008 SEC Regulation of Indexed Annuities? On June 26, 2008, the Securities and Exchange Commission (the “SEC”) published proposed Rules 151A and 12h- ... Fetch Content
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“Equity Indexed Annuities: Downside Protection, But at What Cost?” Journal of Financial Planning 22, 5 (May). Clements, Jonathan. 2005. “A do-it-yourself kit for investors: Build your own equity-indexed annuity.” Wall Street Journal. January 26: D.1. ... Content Retrieval
Real-World Index Annuity Returns - Charles River Associates
Complicated: Why Equity-Indexed Annuities Have a Bad Name and What Investors Need to Know.” Business Week (Sept. 24): 98. Reichenstein, William. 2009. “Financial Analysis of Equity-Indexed Annuities.” Financial Services Review 18, 3 (December). ... Retrieve Document
Annuities And Managed Money - Presentation
• Equity indexed annuities for example are tax-deferred income • Structured Settlement is tax-free • Managed money may invest in tax-free municipal bonds, which have a lower rate of return than taxable ones. Lesti Structured Settlements, Inc. 37 ... Read Here
Annuities: Beyond The Sales Pitch - Glenn S. Daily - Fee-only ...
Deferred fixed annuities — Indexed 9. What are the basic features? Premium and age limitations Interest-crediting method (nonguaranteed, guaranteed, bonus) Surrender charge (premium vs. account value, issue-year vs. rolling, number of years, ... View This Document
Bibliography - Life Insurance - Annuities
Equity Indexed Annuities: Risk vs. Reward, Moody's Investors Service, Special Comment, December 1996 Variable Annuities and Variable life: Growth Engines or Trojan Horses?, Moody’s Investors Service, special comments, November 1996. ... Access Document
Wall Street Sees The Light On Indexed Annuities
Wall Street Sees the Light on Indexed Annuities By Jack Marion Originally posted in LifeHealthPro In one recent weekly issue of Investment News there were three articles on fixed annuities-this ... Retrieve Document
1 Fixed Index-Linked Annuities – Fact vs Fiction There are many powerful reasons to include equity-indexed annuities in an investor’s financial plan, and many arguments that have been advanced by a variety of media ... Access Full Source
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