Monday, March 7, 2011

Balanced Annuities

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RiverSource Variable Portfolio Funds - Annuities And ...
Balanced Fund discusses the Fund’s results and positioning 6.97% over the same period. The Fund underperformed its for the fiscal year ended Dec. 31, 2007. peer group, represented by the Lipper Balanced Funds Index, which returned 6.53%. ... Document Viewer

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Balanced Allocation INCOME ADVANTAGE - Singer Financial Group |
Balanced Allocation Income Advantage Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Market Indices do not include dividends paid on the underlying stocks, ... Fetch Here

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Annuity Balanced Allocation - The Annexus Group | Your ...
Because fixed annuities, by design, offer a level of safety, security and guarantees which can make them a cornerstone of a comprehensive financial plan. To that end, the BalancedAllocation Clients who purchase BalancedAllocation Annuities ... Access This Document

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TA PIMCO Tactical-Balanced
Q uarterly Fund Facts | 4th Q uarter 2012 TA PIMCO Tactical-Balanced I nitial Class | Service Class A s of 12/31/12 I nvestment Objective T his investment option invests in a portfolio ... Visit Document

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Balanced Allocation LIFETIME INCOME RIDER
BalancedAllocation Annuity® and an Income Base is set up for your BALIR™. These two things are not the same. Traditional Annuities Bonds Mutual Funds Qualified Plans and IRAs Can we customize an income plan for your future income needs? ... Access This Document

Balanced Annuities

Aviva: Annuity Products
Annuities Needs Groups Target Markets Issue Ages Minimum Premium Surrender Charge-Free Withdrawal* Distinctions Additional Benefits Strategies Available** Aviva Progressive › Balanced Investment Grade Effective June 1, 2006: Aviva Life Insurance Company ... Fetch Doc

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Wilshire VIT Balanced Fund - Horace Mann Insurance - Auto ...
Wilshire VIT Balanced Fund Wilshire VIT Balanced Fund Information as of 12/31/2012 Description: The Wilshire VIT Balanced Fund seeks to realize a high, long-term total rate of return consistent with prudent investment ... Access Document

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Fixed Term Annuity - Aurora Freelance Graphic Design
Child’s education or improving overall returns on a balanced portfolio. BULBROOK / DRISL ANE BROKERAGE. Definitions Of Terms • All amounts are expressed in U.S. Dollars. Annuities over an extended period of time, thereby averaging the rates of return. ... View Full Source

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Global Risk Balanced Portfolio - 302 Found
Global Risk Balanced Portfolio Strategy Balanced Risk This strategy seeks to diversify a portfolio by balancing risk across broad asset classes. Firm and Portfolio Management Variable annuities other than Preference Premier ... Fetch Document

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Say Goodbye To The 4% Rule
Can your nest egg last your whole lifetime? It's getting tougher to tell. Conventional wisdom says you can take 4% from your savings the first year of retirement, and then that amount plus more to account ... Read News

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New York Life Variable Annuities
MainStay VP Balanced Portfolio - Service Class MainStay VP High Yield Corporate Bond Portfolio - Service Class Annuities can be ‘reset’ every year with the Annual Death Benefit Reset Rider for a quarterly charge. In most jurisdictions, the form ... Read Document

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Invesco V.I. Balanced-Risk Allocation Fund June 30, 2012
Invesco V.I. Balanced-Risk Allocation Fund Semiannual Report to Shareholders • June 30, 2012 The Fund provides a complete list of its holdings four times in each fiscal year, at the quarter-ends. ... Read More

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Annexus BAA Annuities Honored As Barron’s Best In Class
*The BalancedAllocation Lifetime Income Rider Annexus® BAA® Annuities Honored as Barron’s Best in Class The much anticipated Barron’s best-in-class list for America’s Top Annuities recognized the ... Access Full Source

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Introducing The BalancedAllocation Annuity™ Series
The BAA Series is built using the patented ‘Balanced Allocation Strategy®’ which is the basis for much of the These innovative annuities have earned Senior Market Advisor awards for “Best Value for Seniors” and “Most ... Retrieve Doc

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Invesco V.I. Balanced-Risk Allocation Fund
Invesco V.I. Balanced-Risk Allocation Fund Annual Report to Shareholders • December 31, 2011 The Fund provides a complete list of its holdings four times in each fiscal year, at the quarter-ends. ... Retrieve Here

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An Overview Of Equity-Indexed Annuities - Welcome To ...
Commissions paid on mutual funds and variable annuities. A balanced portrayal of the costs and benefits of any equity-indexed annuity requires a comparison of its likely returns to the likely returns on alternative investments – including the ... View Doc

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JHVIT Lifestyle Balanced
Information as of December 31, 2012 0113:2C49 Page 1 of 2 - Not valid without all pages JHVIT Lifestyle Balanced Managed by John Hancock Asset Management ... Read Here

Balanced Annuities

New York Life Variable Annuities
Annuities, guarantees the insurance features of our variable annuities, including death benefit payments, and principal and interest of amounts in the fixed account. All • Investors seeking a balanced portfolio that invests in a combina- ... Read Full Source

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Balanced-Risk Allocation Portfolio - 302 Found
Balanced-Risk Allocation Portfolio Strategy Balanced Risk This strategy seeks to diversify a portfolio by balancing risk across broad asset classes. Firm and Portfolio Management Variable annuities other than Preference Premier ... Content Retrieval

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TA Legg Mason Dynamic Allocation-Balanced
Q uarterly Fund Facts | 4th Q uarter 2012 TA Legg Mason Dynamic Allocation-Balanced I nitial Class | Service Class A s of 12/31/12 I nvestment Objective ... Read Here

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Balanced Allocation Annuity Series--December 2, 2011
4 BalancedAllocation Annuity™ Series--December 2, 2011 BalancedAllocation Annuity 12™ Maximum Issue Age 76 6% Bonus Maximum Issue Age 76 12 year Surrender Schedule ... Read More

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