Socially Responsible Investing Annuities

Prospectus Variable Annuity
Dreyfus Socially Responsible Growth Fund Inc.—Service Share Class investor should know before investing. Taxation of Annuities .. 46 Transfers, Assignments or Exchanges of a Certificate ... Read More

2013 Guide To Integrated Marketing Services
• Socially responsible investing • Software/technology TOTAL • Tax strategies • Training and certification • Wirehouse trends Annuities Mutual Funds Asset Allocation Equities Fixed Income Real Estate Commodities And Managed Futures Socially Responsible ... Fetch This Document

PowerPoint Presentation
The next ten years Assemble a portfolio that generates income and principal repayments to satisfy the income needs * Socially Responsible Investing Some clients will ask that certain types of companies not be What is the yield to maturity? * Annuities (cont’d) Example ... Access Doc

How Should You Invest In Your THIS MONTH Retirement Plan At ...
Panies that sell annuities to schoolteachers, doctors, nurses, and university faculty and staff. I have ridiculed socially responsible investing (known as SRI) for years. Ironically, the concept makes sense at fi rst glance. ... Document Retrieval

Portfolio Management Consultants
Including tax optimization, socially responsible investing, and annuity allocations for retirement income planning 2 | PMC is Envestnet’s Portfolio Consulting Group to annuities PMC’s philosophy is rooted in modern portfolio theory, ... Return Doc

DREYFUS/TRANSAMERICA TRIPLE ADVANTAGE VARIABLE ANNUITY
Provides a means of investing in various investment choices. annuities are unnecessary when purchased to fund a qualified plan. Socially Responsible Growth Fund, Inc. – Service Class Core Value Portfolio – Service Class ... Get Doc

Connecting CDFIs To The Socially Responsible Investor Community
Socially responsible investing attempts to maximize social good without sacrificing financial return. (such as life insurance and annuities) but likely won't discuss other investment choices (such as stocks, bonds or mutual funds). Accountants. What they are: ... View Full Source

Dreyfus/Transamerica Triple Advantage® Variable Annuity
Annuities are long-term, portfolios. Investing in certain types of portfolios, such as foreign (non-U.S.) securities or small or mid-cap funds, subjects your The Dreyfus Socially Responsible Growth Fund, Inc. - Service Class # ... Read Here

Faculty & Research - INSEAD The Business School For The World
Socially responsible investing (SRI) consists in the inclusion of non-financial criteria, such as environmental, who have invested in annuities to suffer losses amounting to billions of pounds. Furthermore, complaints about mortgage endowment policies reached a crisis level. ... Retrieve Here

Equity Director Fixed And Variable Annuity
SAVING: INVESTING: PLANNING This pageis not partof the prospectus. for Individual Retirement Annuities (“IRAs”), Roth IRAs and rollovers from certain employer- Socially Responsible Fund Strategic Bond Fund Public Funds ... Fetch Doc

Investment Policy—United Methodist Frontier Foundation, Inc
Annuities, pooled income funds, unitrusts or similar approved gifting mechanisms. B. for socially responsible investing noted above.. 4. Prohibited securities and activities a) Prohibited securities include those defined in IX.A. ... Content Retrieval

Investment Policy—United Methodist Frontier Foundation, Inc ...
Charitable gift annuities, pooled income funds, unitrusts or similar approved gifting mechanisms. The Foundation has fiduciary responsibility for investing church and other to help them manage their investments in a socially responsible manner. These ... Retrieve Full Source

EGACY OPE The Charitable Gift Annuity
Setting payment rates for gift annuities. The Council strives to set rates that will preserve at least 50% of the gift over time and produce a good income ensure that socially responsible investing is practiced. May I see more financial information? Yes. ... Retrieve Content

159th Session Of The California-Nevada Annual Conference
For these retirement annuities, the historic denominational screening for socially responsible investing is being changed and compromised. Further information about the UMC program of Socially Responsible Investing can be found by visiting the GBOPHB website: www.gbophb.org Item 36. ... Access Document

Endowment Policy Manual New
Socially responsible investing from time to time with regard to the investments of the national setting. While these are not binding on local congregations, associations, annuities, life insurance, and the transfer of property, cash, stocks and bonds, ... Doc Viewer

Investment Strategy Statement General Board Of Pension And ...
Socially responsible investing guidelines outlined in Section III of this Statement. V. Restrictions: A. Borrowing of Board securities: Pension Plan (MPP) annuities liabilities to negate the impact of interest rate fluctuations on plan funded status. ... Read Full Source

Investment Seminar - Welcome To Wesleyan University ...
Who should consider investing? is $3000 (single) and may be deductible. You can choose from a variety of financial products, e.g. stocks, bonds, annuities, etc, and form your Tax-advantaged investments Socially Responsible Investments (SRI) Investment Seminar Options for Personal ... View This Document

Wilshire VIT Socially Responsible Fund
The Wilshire VIT Socially Responsible Fund pursues its objective through a diversified portfolio composed primarily of approach to investing. Wilshire researches investment managers in the same way investment managers research stocks. While ... Doc Retrieval