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Wells Fargo Advisors, LLC Subject to the 100% payback requirement, Illinois also allows the entity creating the trust to retain a fixed percentage. Remaining from annuities, pensions, government assistance, and other sources is paid into the trust and distributed in the month in ... Access Full Source
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First Name Last Name Title Organization Name Steve Acosta ...
Bernie Gacona Sr. Vice President, Director of Annuities Wells Fargo & Company Peter Gallagher Director of Sales Kris Kattmann VP - Fixed Annuity Business Line Leader Lincoln Financial Group Craig Katz SVP, Institutional Sales Meridian-IQ ... Doc Viewer
4Q Quarterly Fund Facts
WELLS FARGO & CO BERKSHIRE HATHAWAY INC CL B GOOGLE INC A USTN 1% 11/30/19 It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock) Variable annuities are long-term, ... View Doc
Accumulator Express Mail
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Asset-backed Security - Wikipedia, The Free Encyclopedia
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Raymond Gonzalez: Deciphering The Many Features Of Annuity Investments
Many retirees and pre-retirees have accumulated their retirement nest egg through equity investing, and they often want to continue with these investments during retirement. Many times, however, they find that their tolerance for risk and market volatility is not what it used to be. ... Read News
TAX-DEFERRED RETIREMENT INVESTING - SilkRoad Eprise : Nc2pwweb300
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Wells Fargo & Co. 1 .33 U .S. Treasury Bond, 2.75%, 11/15/42 1 .29 F inancial Management, Inc. (ªBlackRockº) manages the fixed-income component. Variable annuities are long-term tax deferred vehicles designed for retirement purposes. ... Retrieve Document
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Guaranteed-Fixed Guaranteed Interest Option (1) 1 New name on or about May 23, 2011. 2 Available on or about May 23, 2011. 3 Available for EQUI-VEST Strategies (Series 900) TSA and EDC only. X01721_core_f Page1of3 EQ/Wells Fargo Omega Growth (31)1 ... Read Document
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2012-2013 Inve Tment Options - North Dakota State Government ...
Fixed annuities pay a fixed nominal interest rate per period and guarantee a minimum rate of return. Variable annuities can range from conservative to Wells Fargo Stable Return Fund J - WFSJ# Stable Value Income N 1.61% 1.61% 2.11% 2.85% 3.61% ... View Full Source
Prudential Short Duration High Yield Fund, Inc. Raises $699 ...
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Or Life INsuraNce
Fixed and variable annuities, which are contracts issued and annuities backed by the general account of a life insurance company, your funds are safe, liquid, and tax-favored. Wells Fargo $81.03 $5.53 $18.17 22.42 $11.00 (13.58%) ... Document Viewer
Fidelity Investments - Wikipedia, The Free Encyclopedia
FMR Co has three fund divisions: Equity (headquartered in Boston, Massachusetts), High-Income (Boston) and Fixed-Income (Merrimack, New Hampshire. FMR serves more than 20 million investors through individual and institutional accounts, ... Read Article
A non-bank affiliate of Wells Fargo & Company. • Equity and Fixed Income Research - Access our database of 10,000 Annuities and Insurance We have selling agreements with many of America’ s top insurance companies. ... Access Content
A+ EFFECTIVE: JUNE 28, 2011
The Retirement Solutions Division develops and markets competitive fixed annuities, variable annuities and mutual fund products to individuals, businesses, Wells Fargo Advisors, Merrill Lynch, Chase, US Bank and LPL. The variable annuity products include institutional ... Document Retrieval
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