Annuities For Investment Advisors

Investment Options: Variable Annuities
Advisors or its affiliates (BlackRock). For more information, Morgan Stanley Investment Management Inc. Investment Options: Variable Annuities CF-77-50000-1201 Last Updated: 10/29/12. A variable annuity is a long-term financial vehicle designed for retirement purposes. ... Read Document

Advisors Edge® Variable Annuity - Transamerica Variable ...
Advisors Edge® Variable Annuity deferred vehicles that offer investment options through subaccounts and insurance features such as annuitization and Annuities issued by: Monumental Life Insurance Company, 4333 Edgewood Road NE, ... Visit Document

Stakeholders In The Madoff Scandal And Their Need To Act ...
All potential stakeholders should consult professional advisors promptly to have their were investment contracts illegally sold under federal securities laws. and superiority to commercial annuities, ... Access Document

VALIC Variable Annuities: Talking Points - Welcome To Florida ...
Based on how you choose to allocate your investment. VALIC Variable Annuities: Structured to help protect your clients March 2, 2009 Your Variable Annuity Investment funds offered by AIG Retirement Advisors, Inc. are distributed by its affiliate, American General ... Read Document

In TODAY’S VOlATIlE InVESTMEnT ClIMATE, FORWARD- ThInkInG ...
As advisors offer investment counsel, they must recognize today’s realities. “What is old is new again,” Rafferty explains. annuities in their investment mix. Beyond that, advisors hold on to their clients by staying confi dent. ... Read Here

FIXED DEFERRED ANNUITIES - American Equity - Home
Consult independent advisors. Make sure you're satisfied with the answers before you buy. 4025 (2/02/07) AMERICAN EQUITY Investment Life Insurance Company makes a series of income payments at regular intervals in return for a premium or premiums you have paid. Annuities are most often ... Fetch Full Source

Mark Cortazzo In The Market For Variable Annuities: An ...
Author of Annuities for Dummies In the Market for Variable Annuities: An Advisor A Sponsored Supplement to Bank Investment Consultant | Financial As they take stock of their fi nances in the wake of last year’s market crash, clients are peppering their advisors with questions such as: ... Retrieve Full Source

Regulation And Compliance—Variable Annuities
Advisors at each of the firms operated out of branches of affiliated banks, selling VAs, mutual funds or UITs to bank customers, assessment of their clients’ mental competence before recommending any investment including variable annuities. ... View Full Source

Immediate Income annuities
Type of investment Immediate income annuities can be fixed or variable investments. • Fixed immediate income annuities offer a fixed stream Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: ... Access Doc

Nicholas Stuller, CEO of AIQ, the parent of financial website AdviceIQ, appears today on “Money Clip,” a Reuters video program, to take issue with a book author for creating a “dis ... Read News

Fantasy-world Returns For Equity Indexed Annuities
Annuities, the authors needed to compare performance to the appropriate 85/15 benchmark on an after-tax basis, standard as Registered Investment Advisors. One of the study’s authors, Babbel, however, took a different position on the issue of ... Retrieve Document

Annuities - Welcome To FinancialCounsel.com Investor: Your ...
These financial advisors receive generous Annuities stand out as the investment most likely to be unsuitable since in virtually every instance, the investor would have been better served by mutual fund or a portfolio of individual stocks. ... Access Document

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Thrivent investment management, inc. usaa life insurance company waddell & reed incorporation the following companies have signed the required hold harmless agreement in order to provide tax shelter annuities or custodial great american advisors, ... Fetch Doc

Annuities
These financial advisors receive generous V ariable annuities are investment contracts sold by insurance companies through brokers. The amount paid for an annuity is allocated across managed pools of securities called ... View Doc

Withdrawals from annuities before age 59½ may be subject to with a principal return feature in the event the investment is liquidated prior to the specified holding period. At the end of At Wells Fargo Advisors, we are committed to honoring ... Access Doc

Why You Should Avoid Equity-Indexed Annuities At All Costs
The investment advisors out there actually understand the intricacies of these investment, equity-indexed annuities are considered an insurance product. This means they avoid all of the stringent security-related requirements that ... Fetch Document

Fixed Indexed Annuities Lincoln OptiChoice
Fixed Indexed Annuities Lincoln OptiChoice SM 9 Facts-At-A-Glance Issue ages 0 – 80 Nonqualified and Qualified registered security or stock market investment and does not directly participate in any stock or equity investments, or index. ... Access Full Source

Annuities - AARP - Health, Travel Deals, Baby Boomers ...
Because they are managed by investment advisors, variable annuities often cost more than fixed annuities. • Have you researched the financial stability of the insurance company? Do not make a long-term purchase, such as an annuity, from a company ... View Doc

Non-qualified Annuity Aggregation: Here’s A Lesson Worth ...
Internal Revenue Code Section 72(e)11 (A)(ii): Aggregation of annuities. Many clients (and their advisors) lose sleep attempting to find creative ways to avoid the tax effects of The investment (tax cost basis) in each is $50,000, interest earnings in each policy at ... Return Document