Variable Annuities Data

Mutiny Against Morningstar: Dominance Of Variable Annuity ...
Variable annuity data service that would provide competition for VARDS and end Morningstar's near-monopoly in the VA data space. Those rumors turned out to have substance. Senior Vice President of Annuities Bernie Gacona said that ... Fetch Doc

Photo Release -- Security Benefit Bolsters RIA Platform
TOPEKA, Kan. -- Security Benefit Corporation, a leading provider of retirement savings and income vehicles, today announced new support for financial advisors in the RIA and Independent-Broker-Dealer channel. ... Read News

Special Issues For Variable Annuities ...
Variable annuities that include fixed and market value adjusted account options have the added investment risks typically associated with those options. What sources of data are used by actuaries to model the different variable funds? A. ... Get Document

Prospectus Variable Annuity
It is the date set forth on the data page of the Certificate which the Society uses to determine Certificate Years and Certificate Anniversaries. federal or state laws relating to retirement annuities or variable annuity contracts; ... Access Content

Important Notice From E-Z Data For DST FAN Mail Interface Users
Variable Annuities data from the effective change date to the present. Process your files as usual. Do not worry about duplication of data because TDM will not post duplicate transactions. ... Access Content

Cutting Edge Pricing And Hedging Of variable annuities
Www.life-pensions.com February 2009 39 By far the largest Va market in the world is the United states, where variable annuities are widely used in retirement planning. ... Access Document

Annuity Cost Comparison Report
All types of portfolios, such as mutual funds, variable annuities, and separate accounts. Portfolios are placed in a given category based on their average data provider that is not affiliated with any Fidelity Investments company. Data ... Retrieve Content

Advisors Edge® Variable Annuity - Transamerica Variable ...
This material gives performance numbers for Advisors Edge® Variable Annuity. Variable annuities are long-term, tax performance data current to the most recent month-end go to www.transamericaannuities.com. Taxes are due upon distribution of earnings. ... View Doc

Variable Annuities/Life Advanced Features
The Variable Annuities/Life Advanced Module offers greater coverage of contract features, including living and 3 80+ additional policy data points, including standardized descriptions of living and death benefit guarantees and associated fees. ... Retrieve Content

WEDNESDAY, JULY 22, 2009 Long Derided, This Investment Now ...
Variable annuities have turned out to beasmart buy for many investors. Hereare some key considerations: The issuer is on the who crunched data in the 1990s and concluded that consumers were being “grossly over-charged.” At the time, variable- ... Read Document

2010 Life & Annuity Market Conduct Annual Statement Life ...
Individual Variable Annuities . Reporting Period: January 1, 2010 through December 31, 2010 . Filing Deadline: June 30, 2011 . Contact Information . NAIC Code . NAIC Group Code : Life & Annuities Data Call & Definitions Rev 12/06/2010 Page 9 of 9 ... Retrieve Full Source

GROUP VARIABLE ANNUITY - Department Of Financial Services ...
Hypothetical Data 8. 4. Application 8. 5. Final Format 9. 6. Submission Made on Behalf of Company 9. Similarly, for variable annuities, if the insurer believes the Department should exercise discretion to determine that cash values are not appropriate, ... Retrieve Doc

Simulating Tracking Error In Variable Annuities
Variable annuities are considered an insurance product because they can provide a death benefit, or a minimum payment option. If an insured client dies, a beneficiary will with data from our Monte-Carlo Simulations; and lastly, our analysis of the impact of ... Read Document

Public Worker Retirees Take Another Pension Hit
Some 63,000 retirees will take another 9.6 percent hit but many others won't since they are already at their "floor" ... Read News

annuItIes - The American Council Of Life Insurers | ACLI.com
Annuities are financial contracts that pay a steady stream or a variable annuity which is backed by equity investments for potentially greater, but Data represent U.S. life insurers and fraternal benefit societies. ... Get Document

Polaris Variable Annuities
For financial professional use only. Not for distribution to the public. Polaris Variable Annuities are built to deliver— even after fees Please see inside and back cover for additional performance data and important information. ... Read More

Marketing Appeal Of Variable Annuities Compared To Mutual Funds
• Variable annuities are tax deferred until withdrawal is made. Withdrawals are taxed at ordinary income based on industry data. 9 h Case 1: Completely liquidating assets at retirement from both products. h Case 2: Taking systematic withdrawals during ... Content Retrieval

Morningstar Annuity Analyzer - Morningstar Stock, Mutual Fund ...
Historical data is also available to evaluate death and living benefits in active contracts that been closed to new investors. the appropriate variable annuities for your clients. For annuity exchanges, it identifies the results of changing ... Retrieve Doc

Asset Allocation Within Variable Annuities: The Impact Of ...
To their data. The authors would also like to acknowledge helpful comments and discussions with Shlomo BenArtzi, Matthew Drinkwater, Huaxiong Huang, Variable annuities that are part of a tax-sheltered (IRA) personal pension plan have a ... Access Content