Annuities: pilot life insurance

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Tuesday, October 11, 2011

Jefferson Pilot Annuities

Insuring Lean Operations: How JPF Learned To Think Like A ...
Individual Annuities 16% Communication 9% Corporate and Other 6% JEFFERSON PILOT FINANCIAL (“JPF”) IS A LEADING U.S. COMPANY PRIMARILY FOCUSED ON LIFE INSURANCE. ... Get Doc

Jefferson Pilot – Life Insurance : 8928 ; AIG VALIC ; 1117 : 02921 ; 8473 : 1036; Life Insurance Company of the Southwest : 8446 ; 1180 ; ING Life Ins and Annuities Co. VT0664 . 8730 . Symetra Financial ; 1087 (Continued on next page) * Name Change . ... Read Full Source

Can Do For You! - CPS Insurance
Indexed Annuities are offered by Jefferson-Pilot Life Insurance Company, Greensboro, NC and may not be available in all state (may be referred to as “equity indexed annuities” in certain states). ANA-21 3/04 What an Indexed Annuity with a ... Get Document

MARKET CONDUCT EXAMINATION REPORT - Washington State Office ...
Jefferson Pilot Life was admitted to the State of Washington on October 6, 1970. JPL is authorized to sell Life, Disability, Variable Life, and Variable Annuities. As of December 31, 1996, the total premium volume was $4,412,111, and the Company had 238 active ... Content Retrieval

PRODUCER GUIDELINES - Annuity Advisors
The Jefferson Pilot OptiPoint annuities are not registered securities or stock market investments and do not directly participate in any stock or equity investments. The S & P 500® Index is a price index and does not reflect dividends paid on the ... Get Doc

Equity Indexed Annuities - Midwest Life Brokerage Associates
Equity Indexed Annuities Peter Buechler CLU Min Guar=100% of Prem @ 1.75% Jefferson-Pilot New Directions I-66 Year 1 Pol index date 1/15/04 index value = 1000 Pol index Anniv 1/15/05 index value = 1000 There has not been a decline in the index Monies allocated to this account earn 5.50 ... Read More

Paperless Options
American Legacy, Lincoln Financial, and Jefferson Pilot annuities let you pick what you want in the mail versus electronically. Once you set up an account, you have the choice to get your statements, trade confirmations, and prospectuses online. ... Retrieve Here

Equity Indexed Annuities - CPS Insurance
Equity Index Annuities Annuity Marketing CPS INSURANCE SERVICES Min Guar = 100% of prem at 1.50% (Jefferson Pilot Opti-Choice 7) Year 1 Pol index date 1/15/04 index value = 1000 Add close of index value for 2/15/04 + 3/15/04 + 4/15/04 ... Access This Document

Qualified Transfer Or Rollover Transmittal
FA-0028 Page 1 of 2 1/02 Rev J FINANCIAL EFFERSON PILOT Jefferson Pilot Financial Insurance Company (JPFIC) Jefferson-Pilot Life Insurance Company (JPL) ... Get Doc

ANNUITIES - Kentucky: Personnel Cabinet - Personnel Cabinet Home
ANNUITIES. 0001009 Citizens Security Life 01. 0001014 Commonwealth Life 01. 0001032 Jefferson-Pilot Life Ins. (Ky Central Life) 01. 0001035 Lincoln National Life 01 ... Fetch Content

¾ Jefferson Pilot – Eclipse 8 (1.5% market performance bonus) 5-7 Year Surrender Annuities: Please see the following products: 5 Year Surrender ¾ RBC Insurance – Index Master Dow 5 ¾ F&G – Index Rewards 5 ¾ ING – Market Smart 5 ¾ ... Read More

Examination Report - Market Conduct - Jefferson Pilot ...
JEFFERSON PILOT LIFEAMERICA INSURANCE COMPANY AS OF DECEMBER 31, 2001 DATE OF REPORT: MARCH 7, 2003 EXAMINER: VICTOR AGBU. TABLE OF CONTENTS The Company’s fixed annuities are marketed through banks and financial advisors in New York. 9 4. ... Access Content

Facts-At-A-Glance
(Jefferson-Pilot Life) reserves the right to limit additional premiums to $25,000 each policy year. Death Beneﬁ t Please Note: Annuities marketed by or through a bank or other ﬁ nancial institution are: Not a ... Access Doc

Immediate Annuities
The Jefferson Pilot Insured Income SPIA, Single Premium Immediate Annuity (Policy Form 94-512, or state vaiation) Immediate Annuities Products at a Glance Jefferson-Pilot Life Insurance Company Jefferson Pilot Insured Income SPIA Life Only ... Document Viewer

Voluntary Benefits - Life And Group Insurance, Annuities ...
Voluntary Dental Life Long-Term Disability Short-Term Disability Vision Voluntary P R O D U C T P O R T F O L I O is the name of Jefferson Pilot ... Retrieve Here

MARKET CONDUCT EXAMINATION REPORT OF THE LIFE AND HEALTH ...
JEFFERSON-PILOT LIFE INSURANCE COMPANY P.O. BOX 21008 Greensboro, NC 27420 NAIC Company Code 67865 REPORT NO. 5871-04 EXAMINATION PERIOD JANUARY 1 2001 - DECEMBER 31, 2003 And Annuities; Subtitle 10 Heath Insurance—General; ... Access Document

Fixed Indexed Annuity Approved/Exception List
Jefferson-Pilot All Fixed Indexed Annuities Lincoln Benefit Life All Fixed Indexed Annuities Life of the Southwest All Fixed Indexed Annuities except: o SecurePlus Platinum Midland National All Fixed Indexed Annuities except: o Legacy Bonus 11 o ... View This Document

The Lincoln National Life Insurance Company
LNC/Jefferson-Pilot merger, merged into and with Lincoln Life. As a result of Lincoln Life's merger with JPLife and JPFIC, and variable annuities. 4. The section entitled Financial Statements is replaced in its entirety with the following: ... Content Retrieval

Issued By Jefferson-Pilot Life Insurance Company 10 JPF OPTI ...
The Jefferson Pilot OptiPoint annuities are not registered securities or stock market investments and do not directly participate in any stock or equity investments. If you are considering placing an annuity in an IRA or other tax qualified plan, ... Access Document

Monday, October 10, 2011

Jefferson Variable Annuities

MARKET CONDUCT EXAMINATION REPORT LIFE INSURANCE BUSINESS OF ...
In April of2006 a merger between Lincoln National Corporation and Jefferson-PilotLife Insurance Company took place. As a result, annuities and variable annuities on a qualified and non-qualifiedbasis. LFG’sEmployer Marketsegment originated from ... Read Full Source

Documenting Suitability And Enforcing Adequate Written ...
$4.3 million in restitution to the Jefferson Parish, (Louisiana) Public School System’s employee deferred compensation plan. variable annuities by providing them with false and misleading justifications for the switches and ... Access This Document

Companies Offering 403(b) Services To Los Angeles Unifi Ed ...
Jefferson Pilot Life Insurance Company John Alden Life Insurance Company Kansas City Life Insurance Company Kemper Investors Life Insurance Co Annuities and Variable Annuities (continued) Underwriters National Assurance Co Union Central Life Insurance Company ... Return Document

Withdrawal Request - Content Management System & ECommerce ...
• Withdrawals from a variable annuity product with a guaranteed minimum withdrawal benefit may impact that benefit: Distributions you receive from qualified pension or tax-sheltered annuities that are eligible to be rolled over tax free ... Access This Document

Nationwide Life Insurance Company Nationwide Variable Account ...
Court of Jefferson County, Alabama entitled : Ruth A. Gwin and Sandra H. Turner, and a class of similarly situated individuals v. Variable annuities are complex investment products with unique benefits and advantages that may be particularly ... Doc Retrieval

MARKET CONDUCT EXAMINATION REPORT - Washington State Office ...
Jefferson Standard Life Insurance Company, formed in 1907 in Raleigh, North Carolina, Variable Life, and Variable Annuities. As of December 31, 1996, the total premium volume was $4,412,111, and the Company had 238 active agents in Washington. ... Fetch Doc

Investment Management Programs - Investment Advisors - Hanlon ...
Variable Annuities* 401(k) 403(b) Brokerage Hanlon Investment Management 3393 Bargaintown Road, Suite 200 Egg Harbor Township, NJ 08234 Jefferson National Lincoln Financial Nationwide Pacific Life Prudential (Advisors Choice 2000) Security Benefit Transamerica ... Access Doc

INVESTMENT TO EXISTING JEFFERSON PORTFOLIO Portfolio Vs. SP ...
The Jefferson National Monument Advisor Variable Annuity does not have any surrender charges. As with all mutual funds and variable annuities, there is the risk that you could lose money through your investment in the Portfolio. ... View Document

Larry M. Chadwick - United States Department Of Labor
630 Peter Jefferson Parkway, Suite 260, Charlottesville, VA 22911 . 2 of 29 TIAA-CREF provides both fixed and variable annuities (in addition to mutual funds) as accumulation vehicles for participants. Participants are under no obligation ... Fetch This Document

Frequently Asked Questions
Alignment for both variable universal life and variable annuities. The final phase, scheduled for end of second quarter, 2007, includes the term life products. Jefferson Pilot2 into a product in the unified product portfolio. ... Fetch Document

SECURITIES AND EXCHANGE COMMISSION Action Applicants
Prudential Annuities Life Assurance Corporation, et al; Notice of Application March 4, 2008 . Agency: Securities and Exchange Commission (“SEC” or “Commission”). The Contract offers both variable investment options and market value adjustment fixed ... Access Full Source

WITHDRAWAL/SURRENDER REQUEST FORM - Great American Financial ...
Client Relations - 800-789-6771 Variable Annuities Fax Number - 513-412-3766 Variable Annuities WITHDRAWAL/SURRENDER REQUEST FORM Name of Owner(s) (including Joint Owner, if applicable) Contract/Certificate/Policy Number ... Fetch Doc

Proceedings Of The 2008 Winter Simulation Conference S. J ...
Variable annuities are very appealing to the investor. For T. Jefferson, J. W. Fowler eds. Hsieh way is to package premium-protected structure products as equity-linked insurance contracts. Such premium-protected structure products are designed and sold by investment ... Access Full Source

MARKET CONDUCT EXAMINATION REPORT - Washington State Office ...
Of Jefferson Pilot Corporation. The company along with its subsidiary, First Alexander Disability, Variable Life, and Variable Annuities. As of December 31, 1996, the total premium volume was $5,049,767, and the company had 180 active agents in Washington. ... Doc Viewer

Legal Horizons, 2005, Vol. II - Life & Health
Action against Jefferson Pilot, and is reported to have taken action against two subsidiaries of Aegon variable annuities that were often not suitable investments. Variable Annuity Sales and Operations Practices Targeted by ANN BLACK & KAREN A. BENSON ... Return Doc

Examination Report - Market Conduct - Jefferson Pilot ...
Jefferson Pilot LifeAmerica Insurance Company, hereinafter referred to as “the Company” or “JPLA,” at its office located at 100 North Greene Street, Greensboro, North Carolina 27401. variable universal life and fixed annuities. ... Visit Document

The Tax-Efficient Frontier: Improving The Efficient Frontier ...
JEFFERSON NATIONAL 1 EXECUTIVE SUMMARY of variable annuity, which eliminates unwanted fees Every financial advisor is familiar with the concept Variable annuities are long-term investments to help you meet retirement and other long-range goals. ... Access Content

Low-cost variable annuities, such as Jefferson National and Vanguard annuities, to house these tax-inefficient asset classes. 3. Certain assets almost always belong in taxable accounts. Buy-and-hold equities, most index funds, and most ETFs (except for some that are heavily taxed ... Retrieve Content

ANNUITIES - Kentucky: Personnel Cabinet - Personnel Cabinet Home
0001032 Jefferson-Pilot Life Ins. (Ky Central Life) 01. 0001035 Lincoln National Life 01. 0001050 Teachers Ins & Annuity 01. 0001128 Professional Retirement Planning Inc 01. 0001129 Variable Annuity Life 01. 0001182 MetLife ANNUITIES Author: personnel Last modified by: per607 Created Date: 8/24/2009 ... Fetch Full Source

Friday, October 7, 2011

Jefferson Life Annuities

Immediate Annuities
Immediate Annuities Products at a Glance 0-100 NQ 18-100 Q 0-89: 3.00% 90-94: 2.75% 95: 2.50% 96: 2.25% 97: 2.00% 98: 1.50% 99-100: .75% Jefferson-Pilot Life Insurance Company Jefferson Pilot Insured Income SPIA Life Only ... Fetch This Document

The Lincoln National Life Insurance Company
Engaged primarily in the direct issuance of life insurance contracts and annuities. Lincoln Life is wholly owned by Lincoln National Corporation (LNC), Jefferson-Pilot Life Insurance Company and subsidiary, and The Lincoln National Life Insurance ... View Document

JEFFERSON COUNTY PUBLIC SCHOOLS
JEFFERSON COUNTY PUBLIC SCHOOLS For more information, contact JCPS Human including tax-sheltered annuities and policies for supplemental health, dental, vision, Change Your Life. Be a Teacher! *rade point average, major ... Read Full Source

Life Insurance Variable Annuities SUITABILITY
Missouri Department of Insurance, Financial Institutions & Professional Registration Harry S. Truman Building 301 W. High St., Room 530 Jefferson City, MO 65102 ... View Doc

MARKET CONDUCT EXAMINATION REPORT OF THE LIFE AND HEALTH ...
JEFFERSON-PILOT LIFE INSURANCE COMPANY P.O. BOX 21008 Greensboro, NC 27420 NAIC Company Code 67865 REPORT NO. 5871-04 EXAMINATION PERIOD JANUARY 1 2001 - DECEMBER 31, 2003 COMAR 31.09.05 Replacement of Life Insurance and Annuities ... Read More

Issued By Jefferson-Pilot Life Insurance Company 12 JPF OPTI ...
Jefferson-Pilot Life Insurance Company, Greensboro, NC and may not be available in all states (may be referred to as The Jefferson Pilot OptiPoint annuities are not registered securities or stock market investments and do not directly ... Retrieve Document

Equity Indexed Annuities - Midwest Life Brokerage Associates
Min Guar=100% of Prem @ 1.75% Jefferson-Pilot New Directions I-66 Year 1 Pol index date 1/15/04 index value = 1000 Pol index Anniv 1/15/05 index value = 1000 There has not been a decline in 412i etc. Has a full service Life, LTC and Annuity Dept. CPS Annuities Contact Info (800)326-5433 ... Fetch Document

Examination Report - Market Conduct - Jefferson Pilot ...
The Company had two service agreements in effect with Jefferson Pilot Life Insurance Company (“JP Life”) as of December 31, 2001. One service agreement is for administrative services. variable universal life and fixed annuities. ... Get Doc

Weston Financial Group, Inc. 100 William Street, Suite 200 ...
The Adviser is now offering Jefferson National Life Monument Advisor Variable Annuities (“Jefferson National”). variable annuities, variable life insurance, 529 College Savings Plans and limited partnerships. ... Access This Document

PRODUCER GUIDELINES - Annuity Advisors
Who can sell the Jefferson Pilot OptiPoint annuities? The Jefferson Pilot OptiPoint annuities are fixed annuities. They are not a registered security, Jefferson-Pilot Life has created a wide range of pre-approved sales materials for your use in ... Document Viewer

Jefferson County Public Schools Retirement Plan-KTRS ...
Jefferson County Public Schools Employee Benefits Summary JCPS District-paid—Term-life policy, equal to annual salary (minimum Tax Sheltered Annuities (TSAs) 401(k), 403(b), 457 Deferred Compensation Plans. The voluntary tax ... Access Document

Life Insurance Companies - DIFP L Department Of Insurance
Jefferson city, missouri 65102-0690. name of company. after January 1, 1987, missouri no longer taxes annuities. use line 1b to report the annuity considerations received by your missouri life & health guaranty assn. (376.745 rsmo) ... Doc Viewer

Voluntary Benefits - Life And Group Insurance, Annuities ...
Voluntary Dental Life Long-Term Disability Short-Term Disability Vision Voluntary P R O D U C T P O R T F O L I O is the name of Jefferson Pilot ... Fetch Document

Bonus Annuities – Please see the following products: 15% Bonus ¾ American Equity – Compass Select ¾ Physicians Life – Vista Index Solution ¾ Jefferson Pilot – OptiPro 13 (1% bonus first 5 policy years) Visionary Marketing Group ... Access Document

Jefferson Pilot – Life Insurance : 8928 ; AIG VALIC ; 1117 : 02921 ; 8473 : 1036; Life Insurance Company of the Southwest : 8446 ; 1180 ; Allianz Life Insurance of North ING Life Ins and Annuities Co. VT0664 . 8730 . Symetra Financial ; 1087 (Continued on next page) ... Read Full Source