Equity Annuities Investments

Investment Options: Variable Annuities
Emerging Markets Equity U.S. Real Estate PIMCO Variable Insurance Trust All Asset CommodityRealReturn™ Strategy Low Duration Real Return Integrity’s variable annuities. Fidelity and Fidelity Investments refer to Fidelity Management & Research Company. ... Return Doc

FIXED DEFERRED ANNUITIES - American Equity - Home
Investments in the separate account). HOW ARE THE INTEREST RATES SET FOR MY FIXED DEFERRED ANNUITY? The Equity Indexed Annuities are not sponsored, endorsed, sold or promoted by Standard & Poor’s, and Standard & Poor’s ... Read More

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT ...
Equity’s IPO, in December 2003, American Equity Life financed $14.4 million of commissions through Service Company. Service Company borrowed $14.5 million from American Equity to pay those commissions on American Equity Life’s behalf. This ... Fetch Doc

An Overview Of Equity-Indexed Annuities - SLCG Securities ...
1 An Overview of Equity-Indexed Annuities Craig McCann, PhD and Dengpan Luo, PhD1 Equity-indexed annuities are complex investments sold by insurance companies that pay ... Return Doc

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BENEFITS OF ANNUITIES At American Equity, our innovative tax deferred annuities help you maximize both growth and safety for your hard in any stocks or equity investments. You aren’t buying shares of stock or an index. ... Retrieve Document

Traditional Fixed annuities Interest-indexed annuities Equity ...
The Basics A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a ... Document Viewer

Annuity Insights
Your Guide to Better Understanding Annuities Fisher Investments 13100 Skyline Boulevard | Woodside, CA 94062 888-886-8546. Types of Annuities: Equity-Indexed Annuities Equity-indexed annuities contain features of both fi xed and variable annuities. ... Get Doc

Raymond Gonzalez: Deciphering The Annuity Investment
Many retirees and pre-retirees have accumulated their retirement nest egg through equity investing, and they often want to continue with these investments during retirement. Many times, however, they find that their tolerance for risk and market volatility is not what it used to be. ... Read News

A NaturalHedgefor Equity IndexedAnnuities
Most of the papers on Equity Indexed Annuities (EIAs) discuss the pricing and or the hedging of some specific type of contracts. These investments are directly exposed to market risk although some variable annuities have guarantees to protect ... Fetch Doc

SEC Final Rule: Indexed Annuities And Certain Other Insurance ...
Equity Indexed Annuities, ANNUITYADVANTAGE, available at: the performance of particular investments and which provided no guarantee of fixed income, were not entitled to the Section 3(a)(8) exemption. In SEC v. United Benefit ... Content Retrieval

An Economic Analysis Of Equity-Indexed Annuities
Economically equivalent investments. B. Equity-Indexed Annuities Equity-indexed annuities are contracts offered by insurance companies that pay investors part of the capital appreciation in a stock index and guarantee a minimum return ... Return Doc

Suitability Developments In Annuity Sales In Texas
Performance of any investments. A variable annuity pays a return on investment based on the equity-indexed annuities, and the SEC has not made a final decision about its general jurisdiction over the sale of equity-indexed annuities. ... Get Content Here

Thomas White International Selected To Manage The Omnis International Equity Fund For Openwork In The U.K.
Advisor network Openwork has selected Thomas White International to manage its new International Fund covering developed countries to be offered to U.K. retail clients. The new fun ... Read News

An Overview Of Equity-Indexed Annuities - Welcome To ...
1 An Overview of Equity-Indexed Annuities Craig McCann, PhD and Dengpan Luo, PhD1 Equity-indexed annuities are complex investments sold by insurance companies that pay ... Content Retrieval

Equity-Indexed Annuities: Toxic Investments
Equity-indexed annuities (“EIAs”) are contracts with insurance companies that pay investors part confiscatory investments sold to retail investors. November 15, 2005 4 100% participation in the monthly average return is ... Doc Retrieval

Fixed Index Annuities - Annuity Think Tank - About Annuities ...
Investments. This BD revenue loss will intensify in the coming years as FIA sales (bonds and annuities), and shunned equities and equity mutual funds. The U.S. equity mutual fund market experienced net redemptions from 1971 to 1982each year. Today, we face a world where our core products, ... Access Full Source

Benefits Of Equity Indexed Annuities - Freedom Equity Group.com
13458-2 020149 Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Benefits of Equity Indexed Annuities Author: Gregg Griffin Last modified by: Annie Branson Created Date: 11/17/2004 4:01:51 PM ... Retrieve Full Source

Tax-Sheltered Retirement Plans - Welcome To Utah State University
Variable Annuity: the insurance company invests your money in stocks, bonds or other investments you choose. Equity-Indexed Annuity: the interest rate is based on an outside index, Variable Annuities Equity Indexed Annuities Don’t cash out early! ... Fetch Content

AUGUST 2005 GUIDANCE SUGGESTED ROUTING - FINRA - Home Page
Equity-indexed annuities are financial instruments in which the issuer, usually an insurance company, guarantees a stated interest rate and some protection from loss of principal, and provides an Many of these investments also impose a “cap ... Access This Document

Why You Should Avoid Equity-Indexed Annuities At All Costs
Why You Should Avoid Equity-Indexed Annuities At All Costs The Problems, Traps, and Pitfalls of What I Believe Is The Worst Investment Vehicle In Recent History and push these investments onto investors they were never intended for. I ... View Doc

Annuities - The Colorado Bar
Annuity to other variable annuities and to other types of investments, such as mutual funds. Moreover, be prepared to ask your insurance agent, broker, financial planner, or other finan- An equity-indexed annuityis a special type of annuity. ... Retrieve 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