A+ EFFECTIVE: JUNE 28, 2011
Annuities, variable annuities and mutual fund products to individuals, businesses, qualified plans and structured settlements through a diverse UBS, Morgan Stanley Smith Barney, Wells Fargo Advisors, Merrill Lynch, Chase, US Bank and LPL. ... Get Doc
MetLife - Wikipedia, The Free Encyclopedia
MetLife offers annuities which consist of fixed annuities, variable annuities, deferred annuities and immediate annuities. In 1921, MetLife was the first company to issue a group annuity contract. More ... Read Article
110405 SubAdvised Funds Forum Press Release V5 2
UBS Global Asset Management among others. “Sub‐advised products now represent 13.4% of the industry for mutual funds, and 42% for variable annuities. These figures are ... Fetch This Document
Polaris Choice II Prospectus - Annuity, Annuity Advice ...
Variable annuity issued by AI Life or AIG Life, please contact at 1-800-255-8402; if you own a Ñxed annuit y contract, call 1-888-333-2349; Annuities involve risks, includin g ‚Columbia Marsico Focused Equities Variable Series Portfolio CFT I ... Read More
Oppenheimer Global Equity Portfolio
Ubs Ag 2.15% Lvmh Moet Hennessy Louis Vuitton 2.04% Google Inc. 1.99% European Aeronautic Defence And Space Co 1.96% Bayerische Motoren Werke Aktiengesellsch 1.96% Variable annuities are long-term investments designed for retirement purposes. ... Get Content Here
Benefits, variable annuities have limitations and expense charges. The risk pyramid and investment option categories are designed to help you make the choices that fit your investment style. LVIP UBS Global Asset Allocation3 LVIP Delaware Managed Fixed/Guaranteed ... View Document
We No Longer Offer Certain Of Our variable annuity Products ...
AST UBS Dynamic Alpha Portfolio Gartmore Variable Insurance Trust GVIT Developing Markets Fund Janus Aspen Series Other assumptions that we use for life annuities andfixed period annuities differ, as detailedinthe following overview: Fixed Period Annuities ... Get Document
UBS Asset Gathering Conference Outlook For Growth
U.S. Variable Annuities What We Knew What We Know What We Think We Know. 4 15.9 18.5 22.8 24.6 26.7 30.4 46.5 42.8 51.9 180.0 AIG MFC MET PRU HIG GWO SLF AFL LNC PFG 30.5 38.5 Microsoft PowerPoint - UBS 0307 Final.ppt Author: kellpat Created Date: ... Read Full Source
NOTICE REGARDING RESTRICTIONS ON ADDITIONAL PURCHASE PAYMENTS ...
Strategic Partners FlexElite/FlexElite 2 variable annuities of Pruco Life Insurance Company and AST UBS Dynamic Alpha Portfolio: seeks to maximize total return, consisting of capital appreciation and current income. ... Retrieve Here
Acquisition Of Travelers Life & Annuity And CitiInsurance ...
• #2 in Variable Annuities in Japan through JV –National/Regional Accounts (UBS, Edward Jones, AG Edwards, RBC Dain Rauscher, Piper Jaffray & Co) ... Retrieve Doc
Variable Annuity Guaranteed Minimum Death Benefits
22 OF TOP 25 VARIABLE ANNUITIES BenefitType Number PercentageofSales NoMinimum 1 5% ReturnofPremium 10 39 5-7YearResets 5 24 AnnualResets 2 14 At5%Interest 2 12 Better of: 4-5% Interest or7YearReset 2 6 Total 22 100 At UBS we apply the Black-Scholes or ... Return Document
CDOs Sold By UBS And Merrill Lynch 08 07 12 22 Mpg - YouTube
0:19 Arbitration of Variable Rate Annuities 08 07 12 10 mpg by Howard Rosenfield 3 views 7:23 CDOs explained Part 1 by moneyandsociety 10,345 views 12:01 UBS - Summer Internship by targetjobsuk 6,349 views ... View Video
We No Longer Offer Certain Of Our variable annuity Products ...
Offers several different annuities which your representative may be authorized to offer to you. Each annuity has different features AST UBS DynamicAlpha Portfolio Gartmore Variable Insurance Trust GVIT Developing Markets Fund Janus Aspen Series ... Get Document
How Deep Is The Annuity Market Participation Puzzle? By ...
DISCUSSION PAPER NO 593 (UBS Paper 044) UBS PENSIONS PROGRAMME AT THE LSE DISCUSSION PAPER SERIES July 2007 Joachim Inkmann is Assistant Professor in the Finance Department at Tilburg variable annuities during retirement is welfare enhancing. ... Read Here
Warrants 08 07 12 25 Mpg - YouTube
0:16 CDOs Sold by UBS and Merrill Lynch 08 07 12 22 mpg by Howard Rosenfield 7 views 0:19 Arbitration of Variable Rate Annuities 08 07 12 10 mpg by Howard Rosenfield 3 views 21:53 What are options and covered warrants? - MoneyWeek Investment Tutorials by MoneyWeekVideos 22,192 views ... View Video
Annuity (US Financial Products) - Wikipedia, The Free ...
Variable annuities are regulated by the Securities and Exchange Commission and the sale of variable annuities is overseen by the Financial Industry Regulatory Authority (FINRA) (the largest non-governmental regulator for all securities firms doing business in the United States). ... Read Article
Suitability And Know Your Customer - FINRA - Home Page
UBS Financial Services Inc. James Wrona Vice President and Associate General Counsel FINRA Office of General Counsel Outline Purchases and Exchanges of Deferred Variable Annuities; Effective Date: February 8, 2010 (June 2009) ... Fetch Full Source
Mutual Funds - Understanding Mutual Funds, Mutual Fund Terms ...
Information on everything you need to know about mutual funds - How to buy mutual funds, understanding mutual fund types and key strategies for using mutual funds. ... Read Article
Multi-Fund Select Variable Annuity And The Ohio ARP Highlights
LVIP UBS Global Asset Allocation3 LVIP Delaware Managed INVESTMENT PYRAMID Asset Allocation – Fund of Funds9 Variable annuities are sold by prospectus. Consider the investment objectives, risks, charges and expenses of the variable annuity and ... View Full Source
Arbitration Of Variable Rate Annuities 08 07 12 10 Mpg - YouTube
Arbitration of Variable Rate Annuities 08 07 12 10 mpg 0:16 CDOs Sold by UBS and Merrill Lynch 08 07 12 22 mpg by Howard Rosenfield 7 views 0:25 CDOs and ABS 08 07 12 21 mpg by Howard Rosenfield 3 views ... View Video
Information About Your Relationship With Us
Funds and variable annuities. Clients can conduct transaction-based business with us through investment, education savings, retirement, trust and other accounts we offer. UBS Investment Bank may also pay us for referring client business to them. ... Fetch Doc
Annuity Withdrawal Form - Monty & Monty Financial Services
MetLife – Annuities 4700 Westown Parkway, Ste 200 West Des Moines, IA 50266 For: All other (Non-Qualified, Traditional, SEP, Simple and Roth IRAs Mail this form to: MetLife – Annuities P. O. Box 10342 Des Moines, IA 50306-0342 Overnight mail only: ... Content Retrieval
Information About Your Relationship With Us
UBS Financial Services Dividend Reinvestment Program . . . . . . . . . . . . . . . funds and variable annuities. Clients can conduct transaction-based business with us through investment, education savings, retirement, trust and other accounts ... Fetch This Document
N E W Y O R K S T O C K E X C H A N G E, I N C
UBS Financial Services, Inc. (then known as PaineWebber Incorporated and UBS PaineWebber, Inc.) (“UBS”) variable annuities and other insurance products. 8. Because Chung was not licensed to sell insurance, he recruited Savino, the UBS ... View Doc
About Experts Sitemap - Group 5 - Page 51 2012-08-30
Investment planners, stocks and bonds, variable annuities: Thank you Ben for your question! Yes, UBS is a good organization. However, the main issue is if you should use a financial planner or not. This is a tough question, different for everyone. ... Read Article
N E W Y O R K S T O C K E X C H A N G E, I N C
UBS Financial Services, Inc. (formerly known as PaineWebber Incorporated and UBS PaineWebber, Inc.) (the “Firm” or “UBS”) variable annuities and other insurance products. Because CC was not licensed to sell insurance, he recruited WS, ... Read Full Source
Merrill Lynch - Wikipedia, The Free Encyclopedia
Trades for a client Millennium Partners in at least 521 mutual funds and 63 mutual fund sub-accounts of at least 40 variable annuities. Millennium made profits in over half of the funds and UBS Investment Bank; Other. Berenberg Bank; BMO Capital Markets; BOC International; BNP Paribas ... Read Article
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