Fixed Dollar Annuities

FIXED DEFERRED ANNUITIES - American Equity - Home
SUBTRACTED FROM MY FIXED DEFERRED ANNUITY? Most annuities have charges related to the cost of selling or servicing it. These charges may be subtracted directly A contract fee is a flat dollar amount charged either once or annually. Transaction Fee ... Get Document

0401 Immediate Annuity - Welcome To Heidorn Consulting Online
However, these annuities do not promise a fixed dollar amount nor a fixed number of payments. Instead, given that a fund exists, the insurer or other payer merely pays, generally via monthly checks, any interest that was earned on that fund ... Read Document

Special Considerations For The American Investor
Swiss fixed annuities are taxable each year as ordinary income. For the U.S. annuities, all previously untaxed In volatile markets, dollar cost averaging ensures that you never pay peak prices. 7. What happens if I die before recovering my investment? ... Content Retrieval

Fixed Annuities - JM GetMoore Insurance & Financial Services
Fixed Annuities Deferred and Immediate a product portfolio comparison L7056_1107. PRODUCT PRODUCT DESCRIPTION ISSUE AGES CLIENT PROFILE NEEDS option – fixed dollar amount or interest only N/A »Save money for retirement »Tax deferral on growth ... Read More

Buyer's Guide To: Fixed Deferred Annuities With Appendix For ...
A contract fee is a flat dollar amount charged either once or annually. Transaction Fee A transaction fee is a charge per premium payment or other transaction. Some fixed annuities only credit interest calculated at a rate set in the contract. ... Content Retrieval

Pacific Value Select Variable Annuity Fact Sheet
Whether you want a fixed-dollar amount and/or a variable payout amount and how frequently you’ll receive your payments. Variable annuities are distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC), a subsidiary of Pacific Life ... View Doc

DB Solutions In Sights - Sun Life Financial - Canada: Life ...
Insurance companies price annuities based on the fixed income asset yields that are available in the public and private market to back the annuity reserves. to certain dollar limits and can be compared to protection under the Pension Benefits Guarantee Fund currently available only in ... Access Content

Withdrawal Request For Fixed Annuities
Dollar amount: $ _____ each frequency period selected in Section 3B. 2. Pacific Explorer, Pacific Expedition, or Pacific Mariner (Select one) Earned interest only for Fixed Annuities 10/12 [Surr/Schwd/Eqpay] Page 5 of 5 *W50006-12C5* ... Retrieve Doc

INDEX Annuity Basics ANNUITIES Section 2
Ance company to channel more of premium dollar to providing the potential for more excess interest. We’ll explore this in depth in another section. Surrender Charges All fixed annuities may credit excess interest above the minimum guarantee. ... Retrieve Content

Goldman Playing Cowboy In Chile Seen Luring U.S. Copycats
Goldman Sachs Group Inc. (GS) ’s plan to sell bonds with a maturity of up to 50 years in Chile may pave the way for more offerings from U.S. companies. ... Read News

Information About Gift Annuities
A Gift Annuity is a contract obligating a charity to pay someone (the “Annuitant”) a fixed dollar amount for life in exchange for the Donor’s original contribution. ... Access Document

Client Articles
Dollar cost averaging could potentially boost long-term returns. By investing the same amount at regular intervals, you essentially buy more when prices are low and less when prices are high. fixed annuities offer a stated rate of return for a specified period ... Get Doc

Immediate Annuity Fixed Vs. Inflation-Protected
For fixed annuities, the exclusion ratio is determined by dividing the total investment in fixed ratio). The dollar amount of exclusion is held constant, regardless of future inflation rates, until the investment in the contract is recovered. ... Retrieve Content

Mailing Address: PO Box 5420, Cincinnati OH 45201 Fixed ...
All other fixed-indexed annuities offer the Fixed Dollar option only. Please consult your agent or our Home Office for questions regarding availability. 2. Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the ... Access Content

Variable Annuity GMDB Reserves (Dollar-for-Dollar) Report ...
Dollar partial withdrawal dynamics for contracts that have already elected this option. However, the fixed annuities only), or 2. Revise AG33 to indicate that AG 33 does not apply to the calculation of reserve for GMDBs, or 3. ... View Doc

403(403(bb) C) C ONTRIBUTION IMITSIMITSAND AND PTIONS
Variable Annuity A variable annuity is more complex than a fixed-dollar annuity. Variable annuities offer a choice of investment alternatives, called sub accounts, ranging from a fixed account to growth stock funds, income stock funds, bond funds ... Fetch Doc

Equity Indexed Annuities - Ohio Department Of Insurance
An equity-indexed annuity is different from other fixed annuities because of the way it credits interest Sometimes the cost is a stated dollar amount. In other cases, you give up index-linked interest on the amount withdrawn. Some annuities do not let you ... Read Document

Common TSA Questions - Creating & Managing Wealth, LLC
Most fixed dollar TSA contracts have a loan feature, as do some variable annuities and mutual funds. Loan provisions vary from company to company. The law permits you to borrow 50% of the withdrawal value of your TSA. The maximum loan ... Retrieve Doc

A RETIREMENT SYSTEM GRANTING UNIT ANNUI-
Termining fixed dollar annuities, but also variations in common stock divi- dends from an assumed rate of 4% per year, together with changes in common stock market values, both realized and unrealized. The retirement period ... Get Document

AGL Pricing Updates Jan 14 Master Template
(rounded down to the nearest whole dollar) TRADITIONAL FIXED DEFERRED ANNUITIES Platinum Income Contract #01016 30 day walkaway option after year 7 Product Available in all states EXCEPT Guar Min Fixed Rate* GMWV** NICE TO KNOW SINGLE PREMIUM ... Access Content

Guggenheim Is Flexing Its $170 Billion Muscles
When the bidding began last winter for the Los Angeles Dodgers -- a storied baseball team in America's capital of glamour -- the lengthy list of suitors was predictably studded with bold-faced names. There were TV celebrities like Larry King, baseball luminaries like the former Dodgers great Steve Garvey, billionaire investors such as hedge fund mogul Steve Cohen, and prominent owners of other ... Read News

American General DEFFERED ANNUITY RATES Effective February ...
TRADITIONAL FIXED DEFERRED ANNUITIES 30 day walkaway option after year 7 Product Available in all states EXCEPT Guar Min Fixed Rate* GMWV** NICE TO KNOW dollar) To Receive Delayed Income Annuity quote: - call 855.793.1577 - email quote request ... View Document