Showing posts with label private equity firms. Show all posts
Showing posts with label private equity firms. Show all posts

Monday, June 6, 2011

Annuities Owned By Llc

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VOLD & MORRIS, LLC PERSONAL INFORMATION SINGLE PERSON SPOUSE ...
VOLD & MORRIS, LLC PERSONAL INFORMATION SINGLE PERSON Description and value of annuities owned, person to contact with respect to policies: 16. Location of the following (use other side if necessary): A. Birth certificates, marriage certificate, discharge papers: ... Retrieve Here

Variable annuities Withdrawal Authorization
Variable annuities withdrawal authorization Telephone withdrawal authorization Not available for custodial-owned contracts or pension plans Your signature below indicates One officer of the company or managing member of the LLC must sign with title and provide either ... Document Viewer

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Prudential Investment Management Services LLC - PRS Home Page
Owned subsidiary of Prudential Financial, Inc. participant-directed group variable annuities and mutual funds to retirement plans. Corporation, LLC (“PFC”), a Prudential company, for $60,000. This agreement expires on July 1, ... Access Content

Annuities Owned By Llc

5 Times When A Credit Union Isn't Your Friend
There's a lot to like about credit unions.Many have lower banking fees and higher yields than banks. And since they're member-owned, credit unions usually offer generous membership perks such as free financial ... Read News

Indexed annuities' New Pals
Apollo Global Management LLC is reportedly in the lead to snap up Aviva PLC's U.S . life insurance and Indexed annuities credit gains that are linked to the Insurers owned by private-equity firms have made other adjustments to ensure profitability of their indexed- ... Fetch Full Source

Crown Global Insurance Company Of America - 2012 ...
Wholly-owned subsidiary of Crown Global Holdings Ltd, which is 90%-owned by Crown Global Insurance Group, LLC. annuities have flexible premium payments, with an initial minimum of $2.0 million and no aggregate maximum. ... Fetch Content

Why Is The Northwestern Mutual Select Variable Annuity ...
Annuities in the marketplace, we offer a choice in how to purchase an annuity. With our front-load design, you pay the sales charge up front. LLC is a wholly owned company of Northwestern Mutual and a federally registered investment adviser. ... Document Retrieval

Secondary Market Structured Settlements Buyer’s Guide
Owned” and has a payment term and payment amount(s) that cannot be changed. LLC is an exclusive provider of Secondary Market buys annuities from existing annuitants and the price at which it sells them to buyers. ... Fetch This Document

Annuities Owned By Llc Photos

TIAA-CREF Individual & Institutional Services, LLC
Institutional Services, LLC (A wholly-owned subsidiary of Teachers Insurance and member limited liability company (“LLC”). underwriter and distributor for variable annuities issued by TIAA. ... Document Retrieval

MINNESOTA’S CORPORATE FARM APPLICATION - Welcome To The ...
Did any of the related partners listed above own the land currently owned by the LLC for a period of at least 5 interest, and annuities does not exceed 20% of its gross receipts. v. Shareholders holding 51% or more of the The limited liability company does not have an interest in ... Get Doc

Smith V. Ohio Bar Liab. Ins. Co.
{¶2} Anthony J. Smith operated as a lawyer in the law firm of Karl & Smith LLC. Simultaneously, he owned and operated Anthony J. Smith Agency, Inc., an insurance agency that annuities were sold to the children and not to the Ottos, leaving them no control at all. ... Access Doc

Common TSA Questions - Creating & Managing Wealth, LLC
Variable annuities and mutual funds. Loan provisions vary from company to company. LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. ... Fetch Here

ABOUT NEW YORK LIFE
NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany, annuities and long-term care) and asset accumulation products, States. NYLIFE Administration Corporation, a wholly owned subsidiary based in Austin, Texas, is responsible for the long- ... Get Content Here

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LABAMA FORM BPT-E &C AX Family Limited Liability
Partnership or LLC: _____ Tax Period: _____ FEIN: _____ Percentages of partners’ capital accounts that are directly or constructively owned by: Annuities ... Retrieve Doc

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Retirement Accounts & Investments
Annuities Managed Accounts Collective Trusts ETFs Sponsored by: Oculus Partners, LLC © Copyright 2009, Oculus Partners, LLC 4 Macro Trends The amount of structural change currently being experienced by the retirement plan industry has not been LLC  Privately owned LLC, Founded in 2008 ... Return Document

President & Chief Executive Officer, John Hancock Funds, LLC ...
Owned subsidiary of John Hancock Financial, President & Chief Executive Officer, John Hancock Funds, LLC John Hancock Financial Services CONTINUED ON NEXT PAGE. services, including life insurance, annuities, fixed products, mutual funds, 401(k) plans, ... Document Retrieval

Chariot Advisors
For accounts inside of certain Variable Annuities, funds are invested in an Absolute Return Currency Portfolio, money LLC Investment Strategies advisory fees are described in Chariot value of fixed income securities and debt obligations owned by the Fund. Currency trading involves ... Access Full Source

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The ING Organization
Network of wholly owned, indirect subsidiaries, annuities and retirement plan funding that are issued by (third party administrative services may also be provided by) ING Life Insurance and Annuity Company and ING Insurance Company LLC has selling agreements. ... Access Doc

Prudential Advanced Series SM Variable Annuity
Variable annuities are designed to help provide financial LLC. Prudential Annuities is a business unit of Prudential Financial. Your needs and the suitability of an annuity product should be carefully considered before natural person) or oldest annuitant (if owned by an entity). Maximum ... Fetch Doc

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5 Disadvantages For Members Of Credit Unions
There's a lot to like about credit unions. Many have lower banking fees and higher yields than banks. And since they're member-owned, credit unions usually offer generous membership perks such as free financial workshops or good rates on car loans. ... Read News

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AXA Advisors, LLC AXA Distributors, LLC Secaucus, NJ 07094 ...
AXA Advisors, LLC AXA Distributors, LLC Return: Express Mail: AXA Equitable Life Insurance Company Retirement Service Solutions Owner (if owned by an entity, show title; Current Date (mm/dd/yy) if name change, sign former owner's name) Signature: ... Retrieve Full Source

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Underwater Annuities
Annuities, but bashing them will not be the focus of this month’s Fiscal Fitness. seen more than one instance of investors thinking they owned a mutual fund when actually it was a variable LLC for the benefit of its clients and friends. ... Access Full Source

Tuesday, August 17, 2010

Equitrust Annuities Ratings

Equitrust Annuities Ratings Photos

The Highlights
• A.M. Best Upgrades and Removes Ratings of EquiTrust Life Insurance Company Life From Under Review - Page 2 • When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to annuities and possibly increasing the value of assets thru our Single Premium Life product, Lifetime Returns ... Fetch This Document

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Last Updated Spring - OAKTREE Brokerage
3 EQUITY INDEXED ANNUITIES 4 GUARANTEE INCOME RIDER (BENEFIT LIVING) 10-11 EQUITRUST LIFE INSURANCE COMPANY A.M. Best Rating = B++ (good) (866) 598-3694 *The most prominent independent ratings agencies continue to recognize American General Life Insurance Company in terms of insurer ... Get Doc

Diversified Financial Marketing, Inc. 2011 EQUITY INDEXED 954 ...
3 EQUITY INDEXED ANNUITIES 7-9 EQUITRUST LIFE INSURANCE COMPANY A.M. Best Rating = B+ (good) (866) 598-3694 *The most prominent independent ratings agencies continue to recognize American General Life Insurance Company in terms of insurer ... Fetch Doc

Equitrust Annuities Ratings Pictures

EquiTrust Fixed Index Annuity Products January 17, 2013
Annuities. Guarantee Period. Year 1; EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only. Annuity Option. 2.00%. $100,000 Premium . 2.00%. 10-Year Fixed Period; Life Only - Female 65 9 Years; EquiTrust Fixed Annuity Products ... Document Viewer

National Leaders In Life And Annuities - ECA Marketing
Annuities. Allianz American General (AIG) American National Americo Aviva AXA Equitable EquiTrust Fort Dearborn Forethought Genworth Guaranty Income Life (GILICO) Great American for Carrier Ratings ECA Annuity Marketing ECA Marketing provides annuity ... Fetch Document

Indexed annuities' New Pals
Assurance Co. Guggenheim owns Security Benefit Life Insurance Co. and EquiTrust Life Insurance Co., and Indexed annuities credit gains that are linked to the Analysts at ratings agencies said private- equity firms are relying on their investment expertise to get the gains ... Fetch Full Source

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EquiTrust Variable Insurance Series Fund - Modern Woodmen Of ...
EquiTrust Variable Insurance Series Fund MONEY MARKET PORTFOLIO HIGH GRADE BOND PORTFOLIO STRATEGIC YIELD PORTFOLIO ratings and/or shorter maturities. These fluctuations, whether positive or negative, may be sharp and unanticipated. ... Return Document

Equitrust Annuities Ratings Photos

FAQ’s
EquiTrust Life Insurance Company Ratings A.M. Best Company “B+” (GOOD) annuities, we will also accept, but do not allow additional contributions on KEOGH/Corporate Pensions, and Sec. 457 Deferred Compensation plans. ... Get Doc

Jim Hohmann
October with upgraded ratings. position EquiTrust Life Insurance Co., a sub- insurance, annuities and mutual funds to individuals and small businesses through two operating sub-sidiaries, EquiTrust and Farm Bureau Life Insurance Co. ... Fetch Full Source

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FBL Financial Group, Inc. And Subsidiaries Obtain Ratings ...
Ratings from Standard & Poor’s West Des Moines, Iowa, February 4, subsidiaries Farm Bureau Life Insurance Company and EquiTrust Life Insurance Company. At the annuities and mutual funds to individuals and small businesses. ... Read Document

AAnnuity Product Reference GuideAnnuity Product Reference ...
Equitrust – No non-resident sales for MA and NY residents in other 3 EQUITY INDEXED ANNUITIES *The most prominent independent ratings agencies continue to recognize American General Life Insurance Company in terms of insurer ... Get Document

Equitrust Annuities Ratings Pictures

Fixed Annuity Needs Analysis Agent User Guide 9[1]
© EquiTrust Life Insurance Company • 5400 University Ave • Attn: Box 14500 • West Des Moines, Iowa 50266-5997 866/598-3692 performance; cash value benefits; interest rates; Company ratings. Possible Disadvantages: Surrender charges may apply to the new product in ... Read Content

Equity Indexed Annuities - CPS Insurance
Equity Index Annuities (AM Best A) AIG/American General (AM Best A+) Fidelity & Guaranty (AM Best A) Equitrust (AM Best A) Lafayette Life (AM Best A+) ING/USA 25 Broker focused training handouts Lic/Contracting & Application Forms Real time case status Carrier strength & ratings info ... Get Doc

Last Updated Spring - OAKTREE Brokerage
3 EQUITY INDEXED ANNUITIES 4 GUARANTEE INCOME RIDER (BENEFIT LIVING) 10-11 EQUITRUST LIFE INSURANCE COMPANY A.M. Best Rating = B++ (good) (866) 598-3694 *The most prominent independent ratings agencies continue to recognize American General Life Insurance Company in terms of insurer ... Fetch Doc

As Of 11/15/2011 Income Rider Spread Sheet
MasterDex X All Index Annuities AG Global Index Annuities VisionMaximizer, Horizon Index 9,12, Global Bonus and VisionAdvantage 7, 9 Carrier Aviva Aviva Equitrust Great American Ratings A.M. Best A S&P AA-A.M. Best A S&P AA-A.M. Best B+ A.M. Best A S&P A Rider Name Income Edge Plus Lifetime ... Retrieve Content

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A.M. Best Upgrades And Removes Ratings Of EquiTrust Life ...
Of the company’s ratings. EquiTrust was purchased by Guggenheim on December 30, 2011. Under its new ownership, EquiTrust has been able to resume its active marketing of fixed indexed annuities while receiving financial support and investment expertise from ... Access This Document

Equity Indexed Annuities - Midwest Life Brokerage Associates
Equity Indexed Annuities Peter American General (AM Best A+) Fidelity & Guaranty (AM Best A) Equitrust (AM Best A) Lafayette Life (AM Best A) ING handouts 25 Broker focused training handouts Lic/Contracting & Application Forms Real time case status Carrier strength ratings ... Access Full Source

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FIXED ANNUITY IS A RIGHT FOR YOU
COMPARE FIXED DEFERRED ANNUITIES TO OTHER FINANCIAL PRODUCTS. DO AN ISSUER’S RATINGS MATTER? EquiTrust Life Insurance Company is rated A by A.M. Best Company for its relative fi nancial strength and ability to meet its obligations to ... Retrieve Here

For Flexibility, Security And Income When You Need It, Look ...
EquiTrust Life Is a Name You Can Trust of interest to these annuities. Ask your agent for more details on the MVA, or refer to your contract. Flexible Accumulation Options ing is the fourth highest of A.M. Best’s 16 individual ratings. ... Retrieve Full Source

Certainty Select
EquiTrust Life maintains full discretion over *The most prominent independent ratings agencies continue to recognize American are its responsibility. AGL does not solicit business in the state of New York. Policies (or annuities) and riders not available in all states ... Access Document

Wednesday, May 19, 2010

Indexed Annuities

Photos of Indexed Annuities

Lincoln Fixed Annuity Rates - Steve Lescher And Associates ...
Fixed indexed annuities— effective for applications received on or after 2/1/13 Premium Fixed interest rate Perf. Triggered Specified Rate1 2-Year Point-to- ... Fetch Doc

Indexed Annuities Images

News Bulletin September 3, 2008 SEC Regulation Of Indexed ...
1 Attorney Advertisement News Bulletin September 3, 2008 SEC Regulation of Indexed Annuities? On June 26, 2008, the Securities and Exchange Commission (the “SEC”) published proposed Rules 151A and 12h- ... Read Full Source

Indexed Annuities Images

Equity-Indexed Annuities -- Reserving And Account Issues
1996 VALUATION ACTUARY SYMPOSIUM PROCEEDINGS SESSION 30 Equity-Indexed Annuities - Reserving and Accounting Issues Lilia M. Sham, Moderator ... Get Content Here

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An Economic Analysis Of Equity-Indexed Annuities
0 An Economic Analysis of Equity-Indexed Annuities September 10, 2008 Submitted to the North American Securities Administrators Association (NASAA) ... Retrieve Doc

Indexed Annuities Photos

Winners Named In Great American Classroom Makeover
Great American Financial Resources®, Inc., is helping to revitalize classrooms with the fifth annual Great American Classroom Makeover. The national contest gives educators the opportunity to nominate classrooms to receive cash for necessary updates or supplies. ... Read News

Indexed Annuities Photos

Lincoln Fixed Annuity Rates
Fixed indexed annuities —For agent or broker effective for applications received on or after 7/1/11 Premium Fixed interest rate Perf. Triggered ... Return Doc

Indexed Annuities Pictures

Indexed Annuities' New Pals
Indexed annuities' new pals By Darla Mercado. November 25, 2012 6:01 am ET . Private-equity firms are raising their profile in the indexed- annuity market, worrying some observers who fear ... Read Full Source

Indexed Annuities Photos

INDEXED ANNUITIES February 8th, 2013 800-328-3993
INDEXED ANNUITIES Company Plan Indexing Methods Minimum Premium Free Withdraw-als Surrender Charges Issue Ages States Not Avail. Guar. Income ... Get Doc

Indexed Annuities Photos

Indexed Annuity Products - Actuarial Jobs - Actuarial Exam ...
1 page 1 Noel Abkemeier, F.S.A. November 17, 2006 Indexed Annuity Products Southeastern Actuaries Conference Actuaries Club of the Southwest New Orleans ... Read More

Indexed Annuities

If The Market Falls Again, Rest Easier Knowing Your ...
Indexed annuities is right for you by calling your Aviva agent! This depiction is not intended to represent any specific product, but is merely to show how a fixed indexed annuity with annual reset works. Guarantees provided by annuities ... Access Document

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SEC Regulation Of Indexed Annuities - Sullivan & Cromwell LLP
New York Washington, D.C. Los Angeles Palo Alto London Paris Frankfurt Tokyo Hong Kong Beijing Melbourne Sydney ... Return Doc

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Fixed Indexed Annuity - Westland, Inc
- 1 - THE STRAIGHT SCOOP ON INDEXED ANNUITIES. By Tim Morton Plain and simple they are fixed annuities – thus the updated name Fixed Indexed Annuity. ... Document Viewer

Indexed Annuities Pictures

AUGUST 2005 GUIDANCE SUGGESTED ROUTING - FINRA - Home Page
SUGGESTED ROUTING AUGUST 2005 GUIDANCE Equity-Indexed Annuities Member Responsibilities for Supervising Sales of Unregistered Equity-Indexed Annuities ... Get Document

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1 Attorney Advertisement December 19, 2008 Update – SEC Regulation of Indexed Annuities On December 17, 2008, the SEC approved Rule 151A granting the SEC the authority to regulate certain indexed ... Fetch Full Source

Indexed Annuities

Guaranteed Income Benefits (income For Life) Variable ...
Variable Annuities and Fixed Indexed Annuities. Also, annuities can be tax-qualified or not. That is not important to the premise of this document which is to determine whether a VA or FIA with a guaranteed income rider creates the most income and has the ... Fetch Here

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Reinsurance Of Equity-Indexed Annuities - SOA - Society Of ...
2 RECORD, Volume 23 them deal with these issues. My objective is to try and talk about some of the issues that I've seen from the work that I've done with the clients with equity-indexed ... Fetch This Document

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Fantasy-world Returns For Equity Indexed Annuities
Fantasy-world Returns for Equity Indexed Annuities By Robert Huebscher May 31, 2011 When research fails to meet the basic standards of academic rigor, its conclusions should ... Retrieve Here