Adviser Charging Annuities

Wraps And Platforms In The Post-RDR World
Penetration in the adviser channel Usage by % of IFAs during past 12 months (top 10) Larger Charges and charging structures Insurers now focused on life risk and annuities; ... View This Document

MARYLAND INITIAL LICENSE APPLICATION FORM FOR
Adviser Surety Bond form) and a concurrently dated power of attorney with this application. In addition to submitting the bond and power of attorney, please complete the information below. a copy of the charging document, and c.) ... Access Content

January 2012 - The Platforum
Adviser charging structure designed to accommodate different fee types . Skandia. has delayed plans to add annuities to its platform this year, saying it underestimated the amount of work it has to do to be ready for the RDR . Wrap . Ascentric. ... Read Content

Standard Life 2012 Q3 Interim Management Statement
We implemented fully RDR-compliant adviser charging on our platforms on 15 October to help advisers make the operational changes needed to position themselves for RDR implementation. Annuities S/R 14.4 0.5 (0.9) (0.4) 0.9 14.9 ... Retrieve Content

STATE OF WASHINGTON DEPARTMENT OF FINANCIAL INSTITUTIONS ...
Salesperson and investment adviser registrations, imposing fines, charging costs, and ordering disgorgement pursuant to RCW 21.20.110. The Securities Administrator finds as follows: Fixed annuities offer a guaranteed rate of return, ... Visit Document

Aviva UKAviva UK
Annuities 30% 22.2% 6 5.7% 2.0% Protection 10% 13.9% 6 7.6% 8.7% EitRlEquity Release 3% >25 0%>25.0% N/A 55%5.5% N/A adviser charging pensions product • Protection re-pricing from 2 9% 10% pg months to 2 days • Annuities re-pricing from 1 ... Fetch Document

Making A Difference May 2012 - Adviser Home - Home
ς

Partnership Annuities Adviser

FORM ADV Uniform Application For Investment Adviser ...
This part of Form ADV gives information about the investment adviser and its business for the use of clients. variable annuities (3) mutual fund shares 4. Methods of Is applicant or a related person a general partner in any partnership in which clients are solicited to ... View Document

An Educational Guide For Individuals - Whole Life Insurance ...
Your tax adviser can advise you on how the Required Minimum Distribution rules apply to you. Your tax adviser can also verify that the amount of income you are withdrawing complies with the tax law. 3. What happens if I have several IRAs or TSAs? ... Fetch Document

OMB APPROVAL Expires: FORM ADV Estimated Average Burden ...
Uniform Application for Investment Adviser Registration variable annuities L. Other (explain on Schedule F) (3) mutual fund shares 4 Is applicant or a related person a general partner in any partnership in which clients are solicited to invest?.. ... Return Document

FIRM ELEMENT TRAINING - Welcome To STCUSA | Securities ...
Deferred Variable Annuities: Suitability limited partnership marketplace. Various partnership structures are described, along with applicable taxation, and the adviser representatives. Supervising Investment Bankers ... Access This Document

(Interim Form) - Commissoin Des Valeurs Mobilières Du Manitoba
Securities Adviser Security Issuer Underwriter Advisor Broker Broker & Broker-Dealer Annuities (cash surrender value) Life insurance policies partnership or fund, or an incorporated association or organization. ... Retrieve Document

Form 1 (Firms) Tax Return
Partnership, or who is named Name of Tax Adviser (if any) Client’s Ref. No. Adviser’s Telephone No. Tax Adviser Identification No. (TAIN) OFFICE HOURS Monday - Friday Annuities £ Other annual ... Fetch Document

Guide To U.S. Taxation Of Foreign Investors
Annuities 13 Rental Income 13 Real Property Interests 14 Partnership Income 15 V. U.S. Estate and Gift Tax Planning 18 U.S. Estate Tax 18 U.S. Gift Tax 19 VI. Ownership of Investments 22 Corporate to a tax adviser are contingent upon the intended ... Doc Viewer

FORM ADV Uniform Application For Investment Adviser ...
This part of Form ADV gives information about the investment adviser and its business for the use of clients. variable annuities (3) mutual fund shares 4. Methods of Is applicant or a related person a general partner in any partnership in which clients are solicited to invest ... Visit Document

FORM ADV Uniform Application For Investment Adviser ...
Uniform Application for Investment Adviser Registration Part II - Page 1 Name of Investment Adviser: Is applicant or a related person a general partner in any partnership in which clients are Plans, annuities and other passive accounts]: PORTFOLIO VALUE ANNUAL FEE up to $10,000,000 ... Access This Document

FORM ADV Uniform Application For Investment Adviser Registration
This part of Form ADV gives information about the investment adviser and its business for the use of clients. variable annuities (3) mutual fund shares 4. Methods of Analysis Is applicant or a related person a general partner in any partnership in which clients are solicited to ... View This Document

FORM ADV PART II
Uniform Application For Investment Adviser Registration variable annuities mutual fund shares exchange-listed securities securities traded over-the-counter limited partnership ("Primus High Yield"), which purchases, holds, ... Retrieve Document

Uniform Combined State Law Examination Exam Specifications ...
Variable annuities 2. Fixed annuities 3. Equity indexed annuities General partnership b. Limited partnership c. Limited liability company d. C-corporation Regulation of Investment Adviser Representatives a. Definition b. Registration 3. Regulation of Broker-dealers ... View This Document

1099-R
Partnership, or estate. pensions and annuities.See Form 1040 instruc-tions for specific reporting requirements for your distribution. Taxable Amount This is generally the part of your distribution tax adviser. Federal Income Tax Withheld ... Get Document

Guidance Notes For The Quotation Request Form
Enhanced Annuities, aimed at simplifying and speeding up - Partnership - Prudential Other Providers, either existing or new entrants into the The Financial Adviser is to complete Section Three, being Financial Adviser details, ... Access Content

UNITED STATES OF AMERICA Before The SECURITIES AND EXCHANGE ...
Unregistered investment adviser (under an exemption from registration) an exempted limited partnership organized in the annuities are securities that are insurance contracts that provide for tax-deferred accumulation ... Retrieve Document

IMPORTANT LEGISLATIVE CHANGES THAT AFFECT INDIVIDUALS THE ...
Living annuities from retirement annuities too. 2. A partner of a partnership is regarded as an employee of the partnership We suggest that you contact us or your professional adviser before taking anydecisions based on the information herein. ... Retrieve Content

Non-residents And Investment Income - HM Revenue & Customs ...
Ask your tax adviser or phone the HMRC Taxes Helpline on 0845 300 0627 from the UK or Disregarded income does not include a share of partnership investment income. If you receive dividend income from a partnership (Partnership Tax due on annuities and annual payments ... Fetch Full Source

UNITED STATES OF AMERICA Before The SECURITIES AND EXCHANGE ...
Funds’ investment adviser, and Putnam Retail Management Limited Partnership, the mutual funds that underlie variable annuities (“Putnam Funds”). Since 1971, Putnam Retail Management Limited Partnership (“PRM”) is the ... Access Content

MAY 13, 2011 - Sidley Austin LLP - Home
Annuities. Securities held as An investment adviser would be required to submit a consolidated Form SLT for all U.S.-resident entities in its own partnership (Hong Kong); Sidley Austin, a Delaware general partnership of registered foreign ... Read Content

Prudential Annuities Adviser

InstructIons
You may need to provide proof to the IRS, please contact your tax adviser. Generally, distributions can not be made until one of the following triggering events occurs. (Check One) John Hancock Annuities Service Center 164 Corporate Drive ... Doc Viewer

The Long-term-care Insurance Business Is In Turmoil. But ...
Care coverage with annuities or life insurance — an option an investment adviser and president of Capital Financial Advisory Group, in Cary, N.C. 2010,2 and Prudential announced its exit from the individual ... Return Doc

Challenger Guaranteed Income Fund For IDPS Investors
This document provides information to help you and your financial adviser assess the merits of investing in the Challenger is the provider of the annuities and derivatives in which the Fund invests. required to meet under APRA prudential standards (refer to ‘About Challenger Life’ on ... Fetch Content

Deferred annuity Withdrawal Request - Insurance Australia ...
Early release on specified grounds as approved by the Australian Prudential Regulation Authority (APRA). Please call your financial adviser or our Customer Service Centre on 131 737 for further information. Preservation ages Date of birth Preservation age ... Return Document

P E R F O R M A N C E U P D A T E
Adviser Class - 1935, IPTAX -0.22 0.10 -0.22 5.15 5.03 5.83 5.20 -0.17 0.26 -0.17 5.78 5.66 6.46 5.83 05/01/2002 1.32 1.13 ING PIMCO Total Return Portfolio - Adviser Prudential Short-Term Corporate Bond Fund, Inc. - Class R - 3454, ... Read Full Source

Handling Customer Complaints
SEC-registered investment adviser and operates an insurance agency under the same name, for The Prudential Insurance Company of America. In this role, individual annuities, investment management, derivatives, securities lending and portfolio management ... Read Content

Presented By: Hortensia M. Perez, CFP®, Financial Planning ...
Annuities Can be revised any time. 5 But You Don’t Have to Withdraw ICMA-RC is a Delaware non-profit organization and registered investment adviser Prudential or its affiliates may compensate ICMA-RC for providing these ... Content Retrieval

CHANGES TO THE SYLLABUS AND CORE READING FOR SUBJECT SA2 FOR ...
Independent financial adviser (“IFA”)* Integrated Prudential Sourcebook* Solvency margin* Zillmerisation UNIT 2 Syllabus objective Many inflation linked annuities are subject to a specified cap or floor on the annual increase. Section 15.1 ... Read Here

The costs of variable annuities vary extensively and every penny you pay in fees is a penny that won’t benefit from MetLife, New York Life, Prudential, Schwab, TIAA-CREF, and Vanguard for products offered in New York consult your adviser about the range of uncertainties associated with ... Retrieve Content

PRODUCT RANGE EFFECTIVE 5 FEBRUARY 2013 - Allan Gray: Home
• Prudential • RE:CM • SIM • Stanlib • Orbis • Allan Gray Australia This table is based on your cumulative cash amount from all retirement annuities and preservation funds. You may choose to have your annual administration and annual financial adviser fees deducted from your ... Read More

Ethics - The American College
• Prudential Securities was fined $2 million and ordered to pay cus- adviser was quoted in a Wall Street Journal article as saying, “I have no regulation for fixed deferred annuities that it offered ... Read Content

Janus Adviser Class A, C, R, & S Janus Aspen Funds Janus Retail Funds Jefferies & Company, Inc. Prudential Annuities PSA Equities, Inc. Putnam Allstate Advisor Putnam Allstate Advisor of NY Sanford C. Bernstein Quaker Funds R. Seelaus & Co. ... Get Document

The Funding Vehicle
Prudential Insurance Company [Chapter 7 is current as of April 1, 2010.] Variable annuities and variable life policies that invest in underlying adviser must report potential and existing conflicts to the fund’s ... Retrieve Content

Value Growth Opportunity Momentum - Prudential Plc Home Page
1 Prudential plc 2 Key performance indicators 3 Group financial highlights • Annuities • Corporate pensions • With-profits and unit-linked bonds registered investment adviser channel. Jackson’s investment portfolio manager, PPM America ... Read Document

Prudential Short Duration High Yield Fund, Inc. Declares Distribution For March, April, And May 2013
Prudential Short Duration High Yield Fund, Inc. , declared today monthly distributions of $0.1225 per common share for March, April, and May 2013. The distribution sched ... Read News

Old Mutual Unit Trusts Living Annuity
If the investment amount is transferred in from a pension or provident fund you are required to comply with the prudential Investments can be transferred from approved retirement annuities and pension/ provident funds you may negotiate an initial adviser fee of a maximum of ... Fetch Document

Welcome To CommInsure. - Riskinfo » Riskinfo Is A Free ...
15 Guaranteed annuities 16 Investment Growth Bond 17 Underwriting 19 Claims and trusted life risk insurers including Prudential, Legal and General, Scottish Amicable and Colonial. Adviser web site https://adviser.comminsure.com.au. Claims ... View Document

Canada Life Annuities Adviser

How To Fill In Your Tax Return (2012) - HM Revenue & Customs ...
Your tax adviser, if you have one TRG 24 Signing your form and sending it back TRG 25 Provisional figures TRG 25 Estimates (including valuations) TRG 25 Purchased life annuities If you have income from a purchased life annuity, you should include this in ... Retrieve Content

Financial Services Marketplace In The United Kingdom
Providing little efficiency to the adviser and, ultimately, the consumer. However, there may be few benefits from this model. 16 Resolution Group (14) 17 GE Insurance (19) 18 Sun Life Assurance Company of Canada (17) 19 Suffolk Life Annuities ... Document Retrieval

Our UK Business - Standard Life Plc
Canada Standard Life Investments UK • Rapidly growing Hong Kong and offshore Annuities attitude to risk We facilitate adviser business models as they change post RDR • Our shift to a higher margin business ... Retrieve Here

Charitable Giving Guide For Donors - PwC: Audit And Assurance ...
“We are here to add what we can to life, charitable giving in Canada by private individuals and their businesses has grown in both quantity and scope. PricewaterhouseCoopers adviser about your philanthropic goals and that it will ... Access Document

INVESTMENT PERFORMANCE SUMMARY ANNUITY ACCOUNTS FOR PERIOD ...
21.85% MSCI EAFE® + Canada Index, 5.94% MSCI Emerging Market IndexTM, Insurance and Annuity Association) New York, NY and TIAA-CREF Life Insurance Co., New York, NY issue insurance and annuities. Management, LLC, a registered investment adviser. ... Retrieve Content

Standard Life 2012 Q3 Interim Management Statement
• IGD surplus includes CAD$400m subordinated debt issue in Canada Successful transition to auto enrolment and Retail Distribution Review the International Adviser Life Awards, (excl. annuities) (£bn) 5.3 0.2 (1.2) (1.0) ... Read Here

GREAT-WEST RETIREMENT SERVICES LAUNCHES NEW GUARANTEED INCOME ...
Individual life insurance and annuities, and guidance and advice services are offered by Advised Assets Group, LLC, a federally registered investment adviser. “A Member of the Power Financial Corporation Group of Companies” is the service mark of Power Corporation of Canada. ... View Document

Just Retirement (Holdings) Limited Annual Report & Accounts 2012
The business won Financial Adviser 5 Star Awards for both annuities and equity release mortgages for the seventh and fourth time respectively. Also, Just Retirement was Customer Services Director at Canada Life Limited, the UK subsidiary of GreatWest Life. Prior to this, ... Retrieve Document

Invesco V.I. Balanced-Risk Allocation Fund June 30, 2012
Invesco Advisers, Inc. is an investment adviser; Canada 10 Year Bonds 513 September-2012 69,762,155 728,973 Dow Jones Eurostoxx 50 890 September-2012 25,379,890 981,580 annuity contracts and variable life insurance policies ... Doc Viewer

(Interim Form) - Commissoin Des Valeurs Mobilières Du Manitoba
Securities Adviser Security Issuer Underwriter Advisor Broker Broker & Broker-Dealer Annuities (cash surrender value) Life insurance policies (face value) Include information from any branches located outside Canada. ... Read Here

SIPP Allowable Investments
For more information, please speak to your Financial Adviser. (ie Suffolk Life Annuities Limited) is not allowed, by the Companies Act 2006 to hold shares Zealand, Canada, Singapore, Hong Kong, Gibraltar, Channel Islands, ... Fetch Full Source

John Hancock Money Market Fund Statement Of Additional ...
Annuities and retirement products, the Adviser is MFC based in Toronto, Canada. MFC is the holding company of Manulife and its subsidiaries. In addition, the Adviser or the Life ... Content Retrieval

John Hancock Closed-End Funds Declare Quarterly Distributions
BOSTON, March 1, 2013 /PRNewswire/ -- The five John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date:   March 1, 2013   Ex Date:   March 7, ... Read News

METLIFE EMPLOYEE BENEFITS
Its leadership in life insurance and annuities. 2004 . Announces the launch of a joint venture in Beijing, China. (excluding Canada) surpass $1 billion in sales. 2007 MetLife Europe Limited opens for business. Financial Adviser Life & Pension Awards : ... Document Retrieval

CONFIDENTIAL When Completed Revised July 30, 2010 Monthly ...
Report under section 83.11 of the Criminal Code of Canada Yes  Adviser does not have an account in the name of a Designated The above Registrant/Exempt Dealer/Exempt Adviser Annuities (cash surrender value/monthly income) ... Get Content Here

Recommending A SIPP Provider You Can Trust - Suffolk Life - Home
You may be a financial adviser using us for the first time, Suffolk Life Annuities Limited (FSA number 110468) Suffolk Life Trustees Limited Number of SIPPs: he spent time working in Canada for the Institute of Ocean Sciences, ... Document Viewer

CONFIDENTIAL When Completed Revised July 30, 2010
Report under section 83.11 of the Criminal Code of Canada Yes  Adviser does not have an accountThe above Registrant/Exempt Dealer/Exempt Adviser Annuities (cash surrender value/monthly income) ... Content Retrieval

FIRST INVESTORS LIFE SPVLA MODIFIED SINGLE PREMIUM VARIABLE ...
Writes life insurance and annuities. First Investors Consolidated Corporation therefore, the Adviser and First Investors Life. Life Reinsurance Company of Canada since 2006; Governor ... Doc Viewer

Variable Annuity Risk Management And Hedging Effectiveness
Adviser) …with commercially attractive charges Transpa rent Canada Life Garantie Investment Rente WB Germany Mar-09 MetLife Citi VA (Avida) WB Spain May-09 MetLife Citi VA WB Belgium May-09 Source: Variable Annuities by ... View Document

Variable Annuity Risk Management And Hedging Effectiveness
Adviser) …with commercially attractive charges: Canada Life: Garantie Investment Rente. WB: Germany. Mar-09: MetLife. Citi VA (Avida) WB. Spain: May-09. • Fixed annuities and exposure to bonds • DAC write-downs • Re-provisioning of guarantees ... Retrieve Doc

Pru Adviser Annuities

There’s More To Prudential Units: Prudential Corporation ...
With approximately 1.5 million annuities in payment and one of the market leaders in with-profits products, Adviser Insight Series on Marketing Effectiveness C14298_PRU AR 2008_001-016 tp.qxp ... Access Document

Our Adviser Charging Options Page 1 Of 2
Annuities Pensions and Drawdown Adviser Charging Options Guaranteed Pensions Annuity Income Choice Annuity Flexible RetirementPlan Trustee we won't pay commission on advised or non advisedtop ups to Pru Bond, Flexible Investment Plan, Prudential ... Read Full Source

Prudential At A Glance
And unit-linked funds, annuities and corporate pension products. investment adviser channel. JNL’s investment portfolio manager, PPM America www.pru.co.uk Telephone: 0800 000 000 In 2005, operating profit grew 20 per cent ... Fetch Doc

Prudential Short Duration High Yield Fund, Inc. Declares ...
Financial, Inc. (NYSE: PRU), oversees Prudential Mutual Funds, which focuses on traditional mutual funds, annuities, retirement-related services, mutual funds and investment management. a registered investment adviser and Prudential Financial company. Prudential Investments, ... Read Full Source

Prudential Financial, Inc. Sponsored Producers E&O Program ...
Variable annuities and mutual funds), which were committed prior to your date capacity as a Registered Investment Adviser are covered, provided such services have been approved, in writing, by logging on to Aon Affinity’s website at www.pru.agents-eo.com. 18. ... Return Doc

Prudential Short Duration High Yield Fund, Inc. Declares Distribution For March, April, And May 2013
Prudential Short Duration High Yield Fund, Inc. , declared today monthly distributions of $0.1225 per common share for March, April, and May 2013. The distribution sched ... Read News

Prudential Financial, Inc. Sponsored Producers E&O Program ...
Variable annuities and mutual funds), which were committed prior to your date capacity as a Registered Investment Adviser are covered, provided such services have been approved, in writing, www.pru.agents-eo.com and on Complinet. ... Document Viewer

Buy Prudential (PRU) October 1, 2012
You understand the risks involved and if necessary please obtain investment advice from a financial adviser before investing. (PRU) October 1, 2012 Trade parameters: annuities. Financial and investment services include personal and group pensions, ... Get Doc

ADVANCED Series Trust
~note-color 2 GRAPHICS: pru_bring_chal_logo_k.eps V1.5. Table of Contents 3 SUMMARY: AST CLEARBRIDGE DIVIDEND GROWTH PORTFOLIO which may include but are not limited to Prudential Annuities Life Assurance Corporation, The Prudential The adviser will consider other factors ... Retrieve Doc

C14176 Pru Fact File 2008 - Investis CMS
— Variable annuities — Fixed and fixed index annuities and the registered investment adviser channel. Jackson National Life Distributors markets women from the Pru across China, India, Vietnam and other parts of Asia. ... Read More

Prudential Annual Report 2009 - Investis CMS
Annuities, pensions and investment products where it www.pru.co.uk www.mandg.co.uk www.prudentialcorporation-asia.com Research Corporate Adviser Insights study on Marketing Effectiveness • Rated as a ‘World Class’ service provider ... Fetch Here

Adviser Guide To Investment Options And Fund Choice
Adviser Guide to Investment Options and Fund Choice Including: > Life Funds > Pension Funds > Prudential International Funds > Annuities > Collective Funds ... Visit Document

What Are My Family’s Needs?
Of Prudential Annuities Limited and of Prudential Retirement Income Limited. This name Your financial adviser will be able to help you choose the retirement www.pru.co.uk GENM11031 11/2010 ... Return Doc

JNL’s Distribution Advantage In The Era Of The Boomer
Fixed Annuities Fixed Index Annuities Life Insurance Variable ADVISER COUNT BY DISTRIBUTION Independent B/Ds 106,688 1,923 2% Bank B/Ds 18,280 564 3% TOTAL: 124,968 2,487 2%. Curian Capital. 16 CURIAN CAPITAL Overview • Pru U.S. Benefits – Diversifies book in a large ($620B ... Retrieve Here

We No Longer Offer Certain Of Our Variable annuity Products ...
Prudential offers several different annuities which your representative approved the following sub-adviser changes to be effective as of December 5, 2005: (888) PRU-2888. Prudential’s Web site is www.prudential.com. ... Get Document

NOTICE REGARDING RESTRICTIONS ON ADDITIONAL PURCHASE PAYMENTS ...
Strategic Partners FlexElite/FlexElite 2 variable annuities of Pruco Life Insurance Company and PRU-2888. GWNOTICE. We no longer offer certain of our variable annuity products and are not required to update the annuity plus a 0.05% advisory fee payable to the investment adviser, ... Get Content Here

Your Guide To Prudential’s Income Drawdown (with SIPP Options)
Your Financial Adviser may have introduced you to several ways > Annuities and Income Drawdown both offer valuable features; you may consider a combination of both to help meet your needs. the Pru Flexible Retirement Plan . ... Fetch Full Source

Understanding Pension Annuities
There are many different types of annuities, all with their own pros and cons. This handy guide shows you what some of your choices are, so you can start to think Adviser for more information so you fully understand all your options. You may be ... Fetch This Document

9 Good Reasons For Choosing A Prudential Annuity
And Pensions at the 2011 Financial Adviser Service Awards. We're fully committed to providing good value pension annuities We are currently paying over £2 billion in log on to www.pru.co.uk/annuities www.pru.co.uk/annuities. Title: ANNB6380_04_12 ... Return Doc

Prudential Annuities Phone Number

Consumer Complaints On Life Insurance / Annuity Contracts
The phone and explain any additional steps you should take to resolve your own insurance / annuities received by the Ohio Department of Insurance Total number: Prudential Ins Co Of Amer $355,763,679 1.79% 0.12 44 ... View Document

Key Features Foreverlife ICICI Pru 1
Paid up value will be calculated as a proportion of the sum assured which the number of premiums Annuities: Sum Assured along ICICI Prudential ( complete address, name of Grievance Redressal Officer, ... Retrieve Document

Policy Owner Service Carrier POS Phone Number
Carrier POS Phone Number Allianz (LTC) American General Annuities 800‐424‐4990 ‐ Agent Policy Service American General SPIA 888‐438‐6833 ‐ Agent Policy Service American Prudential 800‐778‐2255 Reliastar 800‐882‐5050 ... Visit Document

Variable Annuities / Variable Universal Life
Variable Annuities / Variable Universal Life Product Sponsors American National - 800-252-9546 - www.anico.com American Skandia* - 800-752-6342 - www.americanskandia.prudential.com Ameritas* - 800-634-8353 - www.ameritas.com Product Sponsors Phone Number Website ... Get Doc

Fund Phone Number Fax Number WFG Dealer Number Web Address ...
Phone Number: Fax Number: WFG Dealer Number: Web Address: DST Vision: AEI: 800-328-3519: 651-227-7705 : NO: AIG ~ VA; 888-653-5463: Prudential Annuities) 800-758-6342: 877-778-2329 Attention: Appointments: www.annuities.prudential.com: YES: Ameritas Life: 800-745-1112; ... Doc Viewer

Hooww Ttoo Ccoommpplleettee Tthhee AARRIIZZOONNAA 445577 ...
Position and Title of Authorized Representative _____ Phone Number: _____ Date of Separation _____ Reason: Retirement Termination Disability New Employment Last Pay Date PRUDENTIAL PURCHASED ANNUITIES: (To be paid monthly) ... Fetch This Document

OFFICIAL RULES NO PURCHASE OR PAYMENT OF ANY KIND IS ...
DATES OF PROMOTION: “The Prudential Annuities Day One Great Escape GiveawaySM” (this name, last name, date of birth, complete address, city, state, zip code, home phone number (including area code) and email ... Content Retrieval

Annuity Surrender / WithdrawalContract Owner NameSelect ...
Account Number Many transactions can be done by telephone: call 1 (800) 862-7919. For non-qualified annuities: Withholding is taken from the taxable amount distributed. (E.g. For a distribution of $10,000, consisting of ... Retrieve Full Source

Guidance Notes For The Quotation Request Form
Want to put a number of options forward to your client. The Phone: 0800 169 11 11 Fax: 0870 243 0078 Email: annuity.quotes@lv.com Web: Assurance Company Limited and Prudential Annuities Limited are registered in England and Wales. ... Fetch Content

Annuity Beneficiary Claim Form - Pioneer Investment ...
Social Security Number: Date of Birth (Mo/Day/Year Zip Code: Daytime Phone: right must be completed for ALL claims. If the above address is a P.O. Box, please also provide a street/physical address for our (currently the only option available for variable annuities is monthly): ... Return Doc

Aviva USA: What Would The Sale Say About The annuities Industry?
Phone: 1-877-844-0900 Email: info@ohlsongroup.com Visit Our Website at: business or Prudential ending sales of individual long term care insurance, Our research found that large numbers of pre-retirees and retires do underestimate the number of years they will live in retirement. ... Retrieve Doc

Important Information About Doing Business With Edward Jones
Prudential Annuities Distributors, Inc., Pruco Life Insurance Company of New Jersey Social Security number and income. 2. Information about your transactions and account experi-ence with Edward Jones or our affiliates. This information may include your account balance, account activity and ... View This Document

State Of Louisiana - Office Of Group Benefits (OGB) : OGB ...
Prudential Annuities Life Assurance Corporation Phone: 770-604-7822 Fax: 770-604-7336 Email: roger.donodeo@prudential.com Make your check payable to ―Prudential.‖ Include your Client Number and Bill Ref. ... Get Doc

Confidential Data Sheet Prudential Appointment Application
Insurance Company of America (PICA) and Prudential Annuities Life Assurance Corporation (PALAC) (Pruco, PICA and PALAC are collectively referred (Office Phone) (Office Fax Number) Phone Fax Has this been your residence for the past 7 years? Yes No ... Document Retrieval

Congratulations! - Prudential | Retirement, Life Insurance ...
Just by attending Prudential’s Retirement Readiness seminar, phone, cable and Internet $_____ $_____ • Clothing annuities you own $_____ A. Total annual income $_____ Inventory your own potential ... Doc Retrieval

Deceptive Sales Practices The Titles Of Our Articles About ...
Annuities to Seniors A Challenge to Prudential Expiration date: _____ Phone number: (_____) _____ - _____x_____ Signature: _____ Print Cardholder Name: _____ ... Content Retrieval

We No Longer Offer Certain Of Our Variable annuity Products ...
Prudential offers several different annuities which your representative may The phone number is (888) PRU-2888. Prudential’s Web site is www.prudential.com. Purchase Payments. The amount of money you pay us to purchase the contract. Generally, you ... View Document

Confidential Data Sheet Prudential Appointment Application
Annuities Reason for Appointment: (Office Phone) (Office Fax Number) Resident Address: • Release Prudential/American Skandia, its authorized agents and any person or entity which provides information pursuant to this authorization, from ... Read Document

REQUEST FOR WITHDRAWAL OR SURRENDER FROM AN ANNUITY CONTRACT
Phone: 877-886-5050 Fax: 877-788-6305 1. CONTRACT OWNER INFORMATION Mail check to: Address or PO Box Joint Contract Owner Name SSN (Required) City State ZIP Phone Resident The number shown on this form is my correct taxpayer identification number; and ... Return Document

ARTNERS® TRATEGIC ORIZON NNUITY :A 30, 2012 ROSPECTUS PRIL
The phone number is (888) PRU-2888. Prudential’s Web site is www.prudentialannuities.com. Purchase Payments Prudential Annuities Distributors, Inc. (PAD), a wholly-owned subsidiary of Prudential Annuities, Inc., is the distributor and ... Access Doc

Hartford Financial 2012 Earnings Now A Loss After Third-Quarter Restatement
Hartford Financial 2012 Earnings Now a Loss After Third-Quarter Restatement ... Read News