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[DOC File]Fidelity Investments - Retirement Plans, Investing ...
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Like most annuity contracts, MetLife contracts contain withdrawal charges, limitations, exclusions, holding periods, termination provisions and terms for keeping them in force. Contact your representative for complete details. MetLife is not affiliated with any Fidelity Investments company. VIP refers to Variable Insurance Products.
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[DOC File]MINUTES
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Vanguard does not have the capability to offer anything but Vanguard products. Fidelity was able to put a TIAA CREF traditional annuity option in the Tier 3 lineup. A review of the proposed core investment lineup was given.
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[DOCX File]“Suitability” In The Sale of Fixed Insurance Products:
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One issuer of index annuities (Fidelity & Guarantee Life Insurance Company) requested a statement from the Illinois Department of Securities that it would take no . enforcement action with respect to sales of index annuities in the state of Illinois by agents of that company. David Finnigan, Senior Enforcement Attorney for the Department ...
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[DOC File]Commonwealth Tax-Deferred Savings Plan
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Products available under the Plan: Annuities and Mutual Funds - Group Supplemental Retirement Annuity* - Supplemental Retirement Annuity - Retirement Annuity. Web Site: www.tiaa-cref.org. Service: 800 842-2252 * The Group Supplemental Retirement Annuity is the only TIAA-CREF product that may be issued under the Plan as of January 1, 2009.
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[DOC File]THIS IS THE COVER PAGE
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The Adviser also may render non-discretionary investment management services to clients relative to: (1) variable life/annuity products that they may own, and/or (2) their individual employer-sponsored retirement plans. ... Fidelity enables AMG to obtain many mutual funds without transaction charges and other securities at nominal transaction ...
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[DOC File]TITLE PAGE
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Fidelity offers all Fidelity mutual funds plus 15 other funds. They do not charge a fee for investment “counsel”, but do offer an independent advisor service for an additional fee. On average, the Fidelity funds have good Morningstar ratings (above 3 stars), low …
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[DOC File]CLASS ACTION ANNUITY LITIGATION n1
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Fidelity and Guaranty Life Ins. Co., No. CV 05-6837CAS (C.D. Cal. 2006). n146 Id. at 1001-1002. n147 Id. at 1003-1004. ... to consumers 64 years of age or older that they may wish to obtain advice prior to the purchase of life or annuity products being offered. It is a violation to recommend an unnecessary replacement of an annuity.
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[DOC File]Hampden-Sydney College homepage
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Since there is no annuity payout from Fidelity Investments, any annuity contract objective can be accomplished by completing a qualified rollover to a self-directed IRA and selecting an annuity as the investment to create the annuity payout desired. For assistance, you can contact a Fidelity Annuity Specialist at 1-800-544-4702.
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ir.loews.com
============================================================================== SECURITIES AND EXCHANGE COMMISSION. WASHINGTON, D.C. 20549. FORM 10-K/A (Amendment No ...
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[DOC File]UCAA Form 3 - National Association of Insurance …
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for Class 1 Life, Accident and Health* (a) Life (b) Accident and Health (c) Legal Expense Insurance Class 2 Casualty, Fidelity and Surety* (a) Accident and Health (b) Vehicle (c) Liability (d) Workers’ Compensation (e) Burglary and Forgery (f) Glass (g) Fidelity and Surety (h) Miscellaneous (i) Other Casualty Risks (j) Contingent Losses (k ...
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Fidelity annuity products