Keyport Annuities

Sun Life Financial 7.05% Keyport Value
Keyport Value Offered by Sun Life Assurance Company of Canada (U.S.) Current Rates1 as of 08/07/2007 Annuities are long-term investment vehicles designed for retirement purposes. Withdrawals of taxable amounts are subject to income tax and may be ... Access Content

Keyport Fixed Annuity Systematic Withdrawal Request Form
Keyport Fixed Annuity Systematic Withdrawal Request Form Sun Life Insurance and Annuity Company of New York Contract Number Owner Name (Last, First, Middle Initial) Social Security Number || | Joint Owner Name (if applicable) Social Security Number | | | | | | | | ... Get Doc

An Economic Analysis Of Equity-Indexed Annuities
Equity-Indexed Annuities September 10, 2008 Submitted to the North American Securities Administrators Association (NASAA) Prepared by Craig J. McCann, PhD, CFA The Keyport annuity’s value at maturity can be written as: ... Fetch Doc

Keyport Index MultiPoint
FINANCIAL SOLUTIONS FOR AN UNPREDICTABLE WORLD SM SUN LIFE FINANCIAL EQUITY-INDEXED ANNUITIES Issued by Sun Life Assurance Company of Canada (U.S.) ... Return Doc

Sun Life Financial Keyport Value Facts-at-a-glance
Product name in New York is Sun Life Financial Keyport Value NY. 2. In New York, 85 (for the 5-year plan); 84 (for the 6-year plan); and 83 (for the 7-year plan). 3. Annuities are long-term financial vehicles designed for retirement purposes. ... View Doc

IMO GATEKEEPER LETTER - One Resource Group
• close its Keyport FocusFive and Focus Five Plus fixed annuities to new sales and reduce compensation for any • The current commission rate will be paid on payments for Keyport FocusFive or Focus Five Plus annuities that are ... Fetch Here

Examination Report - Combined - Keyport Benefit Life ...
Keyport Life Insurance Company Stein Roe & Farnham Incorporated Stein Roe Services, Inc. Liberty Financial Companies,Inc. Individual annuities 65,585 (1,684,318) (3,537,437) Supplementary contracts 0 0 (1,021,751) Total ordinary ... Fetch Document

American National Sun Life Symetra TransAmerica United Of Omaha
Keyport Value (5 year product NQ $ only) Symetra Custom 7 (Guarantee periods of 1,3 or 5) Custom 5 (Guarantee periods of 1,3 or 5) Flex Premium Plus TransAmerica TransSelect 2-4 Years (except for states: OK, MN) Fixed Annuities to age 90 ... Retrieve Content

Multi-Year Guaranteed Annuities
Multi-Year Guaranteed Annuities Interest Rate Guarantee PeriodCompany Product 1st Yr Rate Base Rate AAY Tax Equivalent (Using 28% Tax bracket) Max Issue Age SunLife SunLife Financial Keyport Value ($50K+) (-15bps <$50K) 3.40% 2.40% 2.57% 3.56% 85 3% (0-80) ... Document Viewer

Equity Indexed Annuities
Equity Indexed Annuities Company Product Name Bonus Design Annual Cap Fixed Rate S&P 500 Participation Rate Minimum Surrender Value Surrender Charge Period Commission Sun Life/Keyport Multi-point - 5 0.00% 6 no cap 0.00% 80% First Year 1.75% on 90% 5 years 5.00% ... Retrieve Here

Sun Life Financial Fixed Annuities Issued By Sun Life ...
Sun Life Financial Fixed Annuities Issued by Sun Life Assurance Company of Canada (U.S.) Product Maximum Issue Age Minimum Premium Maximum Premium Surrender Charge Keyport Value 90 (Non-Qual 5-Year only) 85 (Non-Qual & Qual 6- & 7-Year) $5,000 (initial) $4,000 IRA (initial) $100 (subsequent) ... Get Content Here

Sun Life Financial Fixed And Fixed Index Annuities
Sun Life Financial Fixed and Fixed Index Annuities Issued by Sun Life Assurance Company of Canada (U.S.) Information current as of 01/01/09. Traditional Fixed Index Annuity ... Read Here

Sun Life (U.S.) Fixed Annuities - Sunmark Group
Sun Life (U.S.) Fixed Annuities KEYPORT INDEX MULTIPOINT 2004 Single Premium Deferred Annuity (2) Initial Term Issue Age Initial Premium Renewal Term (2) 1yr 5yr 7yr 10yr 1yr 0-80 1.00% 0.80% 5.00% 7.00% 10.00% 81-85 .50% 0.80% 5.00% 7.00% 10.00% ... Read Here

Equity-Indexed Annuities -- Reserving And Account Issues
Actuary at Keyport Life Insurance Company. Alan is responsible for the actuarial aspects of statutory indexed annuities, and thus, you might take the position that it really doesn't apply. However, a few states ... Retrieve Here

Variable Life Insurance -
In this form, you and your refer to the policy owner while we, us, our and the Company refer to Sun Life of Canada (Philippines), Inc., a member of the Sun Life Financial group of companies. ... Return Doc

UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT
Annuity known as the Keyport Index Multipoint Annuity (“the Keyport Annuity”). Simpson designated himself as the annu- retirement annuities or accounts provided for in the Internal Revenue Code of 1986. Id. § 704.115(a). ... Retrieve Full Source