Definition of an annuity
[PDF File]BalancedAllocation Annuity
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The BalancedAllocation Annuity™ The BalancedAllocation Annuity™ is a single premium indexed deferred annuity that has been developed specifically to be an integral part of a sound, long-term retirement plan and to help turn your vision of retirement into a reality by offering:
[PDF File]Variable Annuities: What You Should Know
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the annuity contract, including fees and charges, invest-ment options, death benefits, and annuity payout options. You should compare the benefits and costs of the annuity to other variable annuities and to other types of invest-ments, such as mutual funds. U.S. Securities and Exchange Commission
[PDF File]Income 25: Pension/Annuity Subtraction
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Income 25: Pension/Annuity Subtraction If you meet certain qualifications, you can subtract some or all of your pension and annuity income on your Colorado individual income tax return (Form 104). You must be at least 55 years of age unless you receive pension/annuity income as a death benefit.
[PDF File]SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION
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Appendix C. Consumer Decision to Purchase an Annuity Not Based on a Recommendation . Section 1. Purpose . A. The purpose of this regulation is to require producers, as defined in this regulation, to act in the best interest of the consumer when making a recommendation of an annuity and to …
[PDF File]1035 exchange Account value Accumulation phase ...
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A tax-free exchange of an existing variable annuity contract for a new variable annuity contract that should be beneficial to the contract owner. The new contract may offer new, more appropriate, or lower cost features more suitable for the client. Surrender charges may apply. Account value The amount of money in the underlying annuity subaccounts.
[PDF File]What is an Annuity?
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What is an Annuity? An annuity is a contract where an insurance company promises to make payments to an annuitant over a specified period of time or for life. One of the purposes for an annuity is to make sure a person does not outlive his income. An annuity is a type of insurance to protect
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