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On Sunday, April 13, 2008, Dateline NBC aired an exposé on misleading sales tactics used to sell Seniors indexed annuity products. Easy, Royal Neighbors only offers fixed annuities. What is the difference between a fixed annuity and an indexed annuity? ... Doc Retrieval
Tucker Advisory Group - Official Comment Letter - SEC’s ...
Based upon a clip from NBC’s Dateline on abusive sales practices, the Chairman asserts that such practices “are often used to sell equity annuities and fixed index annuities to the public. Proposed rule 151A would also have a dramatic ... Access Full Source
Alison Denis Joins Liberty Life Insurance Companyas Marketing ...
Dateline City : GREENVILLE, S.C. and its insurance subsidiaries focus on retail sales of annuities and reinsurance in the U.S. retirement Athene supports its liabilities by investing in a diversified portfolio of highly-rated, liquid, fixed income securities. Athene’s principal subsidiaries ... Doc Viewer
Allianz Life Insurance Company Of North America - Subject
Allianz Life Statement Provided to Dateline NBC: including the annuities we offer – is right for every consumer or every we are in the process of launching a program of calling fixed annuity purchasers over age 75 to review the ... Access Content
SIMPLE IRA PLAN CHECKLIST
SIMPLE IRAs are the individual retirement accounts or annuities into which the contributions are deposited. A SIMPLE IRA must be set up for each eligible employee. Forms . Fixed employer contributions: Under the plan’s terms, ... View Doc
ALI-ABA Conference On Life Insurance Company Products ...
When are annuities suitable investments for seniors ? NBC Dateline reporter Chris Hansen made his mark ca tching hidden cameras on another group sellers of fixed an nuities, in particular indexed annuities, to senior citizens. ... View Doc
2005 Eldercare Conference
Annuities: Beyond the Sales Pitch Glenn S. Daily, CFP TM, ChFC, CLU, Advisor, Fee-only insurance consultant A basic and advanced look at the major types of an-nuities: fixed deferred (including indexed), variable deferred, fixed immediate She appeared on NBC’s Dateline and was interviewed by ... Get Content Here
Fixed Index Annuity Product Pricing And Risk Management
2012 * Index annuities can be attractive solutions Can be attractive solutions for clients who Are including Long Term Care Two-tier annuities with illusory benefits Recent negative press For transcript of Dateline NBC aired on 4/13/2008 Fixed Index Annuity Product ... Fetch Document
2013 Instructions For Form 1099-MISC
Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.). Widely held fixed investment trusts (WHFITs). Trustees and middlemen of WHFITs must report items of gross income attributable to a trust income holder (TIH) on ... Read More
Athene Annuity Earns Top-5 Sales Ranking
Dateline City: GREENVILLE, S.C. GREENVILLE, S.C.-- The five best-selling MVA fixed annuities for the quarter ending March 31 were: 1. New York Life New York Life Secure Term MVA Fixed Annuity 2. American Equity SPDA-MYGA 3. ... Get Document
“Dateline NBCprovided a genuine service to the American public by airing this expose. This is exactly the reason I founded the IARFC many years ago. There has always The National Association of Fixed Annuities released a written response to ... Access This Document
Cody Foster, Founder, Submitted On Behalf Of Advisors Excel
Precedent surrounding fixed annuities. The courts have recently overturned several adopted rulings from the SEC and when that happens, Dateline pointed o ut so well in their piece on “Tricks of the Trade” the consumers are rarely hurt. ... Return Document
* Social Communion, P. 2 * News By Dateline, P. 4
* News by Dateline, p. 4 * Conference News, are a gloomy, unhappy people. If our eyes are fixed on Jesus, we shall see a compassionate Redeemer, and shall Wills, trust agreements, and annuities should be made in favor of the legal associa tion ... Document Viewer
The Adviser Home PR Service
DATELINE: thMoney Mail September 28 2011: ZNew Recession Fears Push Up Home Loans’ ‘Shoppers Cut Back On Credit ‘Beware The Fixed Rate Bond Lock-In’ such meagre returns from annuities and savings accounts! And finally , ... Doc Viewer
Television clip from Dateline NBC that described individuals who may have been misled by seemingly unscrupulous sales practices into buying these products. Some fixed annuities only credit interest calculated at a rate set in the contract. ... Fetch Content
Response To SEC On Safe Harbor Rule 151(A)
FIA’s are fixed annuities that use an external index to provide interest credits each year. In any given year, the policyholder can either be credited 1) zero, if the I understand that the Dateline NBC story on annuity sales practices was being ... Get Document
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