Oaktree Annuities

JONSSON CANCER Foundation
Charitable gift annuities Pooled income funds Gifts of homes Utilizing sound principles of estate planning, Oaktree Capital Management JCCC Highest Priority Needs The Mosk Foundation Seed Grant/Interdisciplinary Award Nancy & Bruce Newberg ... Retrieve Document

OAK TREE Life & Annuity Brokerage
5 EQUITY INDEXED ANNUITIES 6-7 AIG AMERICAN GENERAL Policies issued by American General Life and United States Life (NY only) A.M. Best Rating = A+ (superior) (888) 438-6933 OAKTREE Life & Annuity Brokerage reserves the right to change this contest at anytime. D R I V E W I T H A F U L L T A N K T O D A Y ... Fetch Doc

Oaktree Life & Annuity Brokerage
Oaktree Life & Annuity Brokerage Group Sponsored Errors & Omissions Program CalSurance E &O P ro g ra m Sp e cia list s R fixed annuities or equity indexed annuity products at least 80% of your total revenues? Yes/Agree No/Disagree 2. ... Visit Document

ANNUAL REPORT
Oaktree Capital Management Piedmont Investment Advisors Prudential Real Estate Quadrant Real Estate Advisors RCP Advisors Shamrock-Hostmark Taplin, Canida, & Habacht UBS Global Asset Management approval of all applications for benefits and annuities, ... Read Document

OMB APPROVAL Expires: FORM ADV Estimated Average Burden ...
Variable annuities L. Other (explain on Schedule F) (3) mutual fund shares 4. Methods of Analysis, Sources of Information, and Investment Strategies. A. Applicant’s security analysis methods include: (check those ... Access Full Source

Financial Services
OAKTREE CAPITAL GROUP PRIVATE PLACEMENT 6.0% BANK OF NEW YORK MELLON 5.4% ALLEGHANY 5.3% BROOKFIELD ASSET MANAGEMENT 4.6% JULIUS BAER HOLDINGS 4.6% Totals 61.8% of assets Annuities and is authorized for distribution only when preceded or accompanied ... Fetch Doc

I
6100 Oaktree Blvd. Park Centre I - Suite #200. Independence, Ohio 44131. Info@BudishAndSolomon.com. www.budsolo.com (216) 765-0123. 1-888-236-5173 (toll free) A. Financial Power of attorney . Example: D. Life Insurance, Annuities and Retirement Accounts. ... Read Content

Oaktree Life & Annuity Brokerage
Oaktree Life & Annuity Brokerage Errors & Omissions Insurance Plan Highlights Policy Period: June 1, 2010 to June 1, 2011 fixed annuities or equity indexed annuity products at least 80% of your total revenues? Yes/Agree No/Disagree ... Get Doc

Annuities to create an overall portfolio designed to meet retirees’ cash flow needs while investin g for future needs. Oaktree Capital Management, L.P. Stone Harbor Investment Partners LP Russell Strategic Bond Fund Fully Discretionary ... Access Doc

SBLI Checklist Oct 2011
OAKTREE www.powersellingseries.com Brokerage. Agent Set Up Checklist The Savings Bank Life Insurance Company of Massachusetts One Linscott Road, Woburn, MA 01801 1-888-224-7254 ANNUITIES – OA OB OC OD OE OF AGENT SITE Agents will be given ... Access Document

Life & Annuity Brokerage TREE
Annuities Press 2 Contact your exclusive relationship manager! Looking for a trusted advisor Talk to us at OAKTREE. Our formula for success provides agents with the service and relationships they need to excel. Why We‘re Different OAKTREE focuses on building strong relationships with a core ... Fetch Full Source

Fair Credit Reporting Act Notice/Communication Authorization
WHEREAS, Lincoln is the issuer of life insurance, annuities and other insurance products (the “Policy” or “Policies”), which are more particularly described in this Agreement in Schedule A1/B1, (which is made part of this Agreement) as may be amended by Lincoln at ... View Doc

EARN UP TO 10% PREMIUM BONUS WITH THE NORTH AMERICAN ...
-Fixed Index Annuities-Flexible Premium Annuities OAKTREELife & Annuity Brokerage Contact us Today! 888-591-1341 www.oaktreeus.com North American is now accepting NEW fixed annuity agents. Hurry!!! Don’t Miss Out! REV-UP your annuity sales ... Retrieve Full Source

DCA West Coast Life
OAKTREE Life & Annuity Brokerage may request a consumer report or investigative consumer report about annuities, non-individual ordinary life policies of any kind, or business written on the life of, or owned by, ... Document Retrieval

Annuities to create an overall portfolio designed to meet retirees’ cash flow needs while investin g for future needs. Oaktree Capital Management, L.P. Stone Harbor Investment Partners LP Russell Strategic Bond Fund Fully Discretionary ... Access This Document

Fall, Two Thousand Nine Published Quarterly For The Members ...
Oaktree Offi ce Drive-thru Lane 6808 Bintliff Drive Houston, TX 77074 (281) 243-0620 Fax: (713) 774-5517 Lobby Hours Mon. – Thurs.: 9:00 - 4:00 For more information about variable annuities, or to schedule a brief meeting, contact John Woltemate, ... Retrieve Content

Endowment & Similar Funds
Million to Oaktree Value Opportunities hedge fund.) charitable gift annuities, and other life income funds in addition to some donor restricted funds, as well as cash in transit to the Endowment — accounted for an additional $127.7 million. ... Fetch Document

Presidential Life Insurance Company
I hereby authorize OAKTREE Life & Annuity Brokerage to obtain a consumer report or investigative consumer report about me. This Agreement applies exclusively to forms of insurance and annuities issued by the Company which are listed on ... Retrieve Content

Endowment & Similar Funds - Penn State - A Public Research ...
• Withdrawing $10 million from Oaktree Capital Management Long/Short Emerging Market Equity, LP and trusts, charitable gift annuities, and other life income funds in addition to some donor restricted funds, as well as cash ... Access Doc