Equity Indexed Annuities Aarp

ORAL ARGUMENT SCHEDULED FOR FRIDAY, MAY 8, 2009 No. 09-1021 ...
Accordingly, the equity indexed annuities described by Rule 151A satisfy the requirements for investment contract and, therefore, are securities. AARP 601 E. St., N.W. Washington, DC 20049 (202) 434-6045 William K. Shirey Senior Counsel for the ... Access Doc

4-13-08 Dateline NBC
Of personal financial assets, more than $14 trillion nationally, according to AARP’s Public Policy variable annuities and equity-indexed annuities. Variable annuities have been heavily marketed based upon sales promises of tax-deferred benefits and a ... Access This Document

What To Listen For At Free Lunch Investment Seminars
Did the speaker say or suggest in any way that AARP, SEC, NASAA or a state regulator was involved, had endorsed the session or the product, had sponsored the event, or had provided Equity-indexed annuities? Yes No Immediate annuities? ... Doc Viewer

MERIT INSURANCE SERVICES, Inc 639 Prospect Avenue - West ...
Annuities* (spda/spia/flex/indexed) american general ing-usa american equity lafayette life american national lincoln national athene principal financial aviva aarp anthem bc/bs mutual of omaha ... Retrieve Document

NASAA Comment SEC Release No 34-64306 File No 4-626
NASAA partnered with AARP on the Free Lunch Monitor program, being pressured into purchasing inappropriate or unsuitable investments such as equity indexed annuities when they attend a luncheon or dinner seminar promising financial advice. ... Read Content

CERTIFICATE AS TO PARTIES, RULINGS, AND RELATED CASES
(Respondent); and AARP (Amicus). stated: “Complaints about equity indexed annuities represent less than 1/2 of 1% of the complaints received by the MIA’s Life and Health Unit.” JA 118 (emphasis omitted); see also JA 204-07, 265. ... Retrieve Here

ORTH MERICAN ECURITIES DMINISTRATORS SSOCIATION NC 750 First ...
NASAA partnered with AARP in October 2008 to introduce the Free Lunch Monitor program, which seeks to empower seniors to fight fraud. inappropriate or unsuitable investments such as equity indexed annuities when they attend a lunch ... Doc Retrieval

Www.myceisonline.com
These boomers are now turning (or have turned) 50 and are eligible for AARP. When they turn 50, some have provided for their retirement and their retirement funds are growing rapidly. Equity Indexed Annuities are designed for long-term investing, ... Retrieve Here

221
2 Indexed Annuities and Certain Other Insurance Con tracts, AARP, the membership organization for seniors; MetL ife, Am. Equity Inv. Life Ins. Co. v. SEC, No. 09-1021 ( consolidated with 09-1056) (D.C. Cir. filed ... Fetch Doc

Www.cobar.org
AARP Liaison: Elizabeth Tulloch and Dennis Valentine – passed for now. iii. How do “equity indexed annuities” operate? You can’t lose money. But the insurance company puts caps on how much gain you realize. ... Fetch This Document

Insurance Advisory Committee Meeting Minutes, July 25, 2006
Eliminated language regarding charitable annuities regulation. 2 2. Amending equity indexed annuities. Recently adopted are on our website: AARP? Laura Etherton is the new representative from OSPIRG. 2. Drafts of legislative proposals ... Content Retrieval

Checklist Of Things To Listen For When Attending Free Lunch ...
Did they say or suggest in anyway that AARP or the state was involved, endorsed the session or the product, sponsored the event, or provided your name for  Deferred annuities?  Equity-indexed annuities? or “S & P index annuity”?  Immediate annuities? a) Were you encouraged to ... Read Full Source

Www.anbc.com
Source: AARP Financial Inc., American Equity Investment Life Insurance Company, American Investors Life Insurance Company (an Aviva USA Corporation company), Arial Tahoma Verdana Default Design Fixed Indexed Annuities Fiction vs. Fact FICTION: ... Return Doc

United States Court Of Appeals
Equity Investment Life Insuran ce Company, et al. Michael Lacek were on the brief for amici curiae AARP, et al. in support of respondent. Michael R. Schuster entered an appearance. willing to sell indexed annuities that are registered, ... Return Doc

Protecting Your Parents: Keep The Sharks At Bay - Aug. 10, 2011
AARP two years ago had received five or more invitations in the previous three years to these so-called free-lunch seminars; 13% attended. products -- variable and equity-indexed annuities, reverse mortgages, private real ... Read Content

The Crime Of The 21st Century
The complexity of some deferred and equity-indexed annuities, for example, can confuse even the sharpest investor. 53.3 to AARP’s Hurme: members of your inner circle, such as family, and strangers, who can be real pros at taking advan- ... Read Full Source

Litigation To Overturn SEC Index Annuity Rule
Of the SEC: AARP, the membership organization for seniors, MetLife, a major issuer of variable “Equity-Indexed Annuities, Member Responsibilities for Supervising Sales of Unregistered Equity-Indexed Annuities,” at 5 (Aug. 2005). 22. ... Read More

State Regulators & Fixed Annuity Enforcement Actions
The only people to comment on the bill were AARP (they were for it). Page 3 Advantage Compendium Summer 2010 . “Cases involving variable or equity-indexed annuities represented an estimated 65 percent of the caseload in Massachusetts, ... Retrieve Full Source

Fiction Vs Fact - AnnuitiesForAgents :: Self-Help For Annuity ...
Fixed Indexed Annuities Fiction vs. Fact Coalition for Fixed Products • Page 16: AARP Financial Inc., www.moneysmarts.com, 2008 Coalition member companies are American Equity Investment Life Insurance Company, ... Return Document

PUBLIC POLICY INSTITUTE PPI
Comparable to those for an equity mutual fund, which average yet inflation-indexed annuities are almost non-existent in the private a non-indexed annuity loses one-third of its value over 15 years. Written by Alison Shelton & Laurel Beedon AARP Public Policy Institute, October ... Return Doc