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[DOCX File]“Suitability” In The Sale of Fixed Insurance Products:
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fixed. insurance or annuity product is the standard of care that ought to apply. All . such sales must be . suitable, but might a given sales recommendation also be subject to the . fiduciary . standard? The answer is often unclear. Insurance and annuity …
fidelity fixed annuity rates

ir.afginc.com
SECURITIES AND EXCHANGE COMMISSION. Washington, D.C. 20549. FORM 10-K. Annual Report Pursuant to Section 13 or 15(d) of the. Securities Exchange Act of 1934. For the Fiscal Year E
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[DOCX File]CHAPTER 1
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Depending on when the fixed annuity contract was issued, the interest rate set by law could have been 4%, 3% and in recent years it is 1 ½ % annually. The most fixed annuity contracts are covered under …
american fidelity annuity services

[DOC File]SUMMARY PLAN DESCRIPTION
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Allocating assets among underlying Fidelity funds according to a stable asset allocation strategy of approximately 14.6% in domestic equity funds, 5.4% in international equity funds, 35% in investment-grade fixed-income funds, 5% in high yield fixed …
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ir.afginc.com
American Financial Group, Inc. (“AFG” or the “Company”) is a holding company that, through the operations of Great American Insurance Group, is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses, and in the sale of fixed and fixed …
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Investor Relations - United Airlines Holdings, Inc.
Fidelity is the trustee as defined by the Plan and, therefore, these transactions qualify as exempt party-in-interest transactions. Fees paid by the Plan for investment management services were included as a reduction of the return earned on each fund. The administrative fees paid by the Plan to Fidelity …
fidelity annuity rates

[DOCX File]Microsoft Word
https://info.5y1.org/american-fidelity-fixed-annuity_1_bb25f9.html
Variable annuities (VAs) and fixed-index annuities (FIAs) are complex in design and typically pay a higher commission. FIAs can have surrender periods as low as four years, but most have 10 years with a surrender charge. The commission on a 10-year fixed index annuity …
fidelity annuity services

[DOC File]Exhibit 5-3: Acceptable Forms of Verification
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For a fee, additional information can be obtained from The Work Number 800-996-7556; First American Registry 800-999-0350; and Verifax 800-969-5100. Fees are valid project expenses. Information does …
fidelity fixed annuity

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