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[DOCX File]Microsoft Word
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Part II shows you the fees and expenses you will pay if you invest in an option. Part III contains information about the annuity options under your retirement plan. Part I. Performance Information . Table 1. focuses on the performance of investment options that do not have a fixed or stated rate of return. Table 1 shows how these options have performed over time and allows you to compare them ...
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[DOC File]Eight-Hour Annuity Training Outline
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A fixed-term annuity provides a regular retirement income for a number of years – often five or 10 – as well as a ‘maturity amount’ at the end of the specified period. You can then use the maturity amount to invest in another retirement income product or you can take money out of your pension. You don’t have to use this product to generate an income from your pension. The Retirement ...
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Annuity Fees (2021): The Truth You Need to Know
Risk-based C. Charges and fees D. Dollar cost averaging E Death benefit guarantees (Section 10168.4 of the CIC) F. Living benefit guarantees V. Identify and discuss fixed annuities 25% A. Typically common contract provisions 1. Death benefits a. Lump sum vs. annuitization b. Provisions 2. Charges and fees 3. Interest rate strategies a. Annual b. Multi-year 4. Interest rate crediting methods a ...
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[DOC File]Home | U.S. Department of Labor
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How fixed, variable, and index annuity contract provisions affect consumers 20 15% A. Identify and discuss contract provisions that are typically common to annuities 1. Issues ages (Section 10112 of the CIC) 2. Maximum ages for benefits to begin 3. Premium payments (Section 10540 of the CIC) 4. Surrender charges (Section 10127.10, 10127.12, and 10127.13 of the CIC) a. Market value adjustment …
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[DOCX File]Uploaded BAK 15/11/19
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The gross asset-based charges for a product shall equal the sum of all contractual asset-based charges plus fund management fees or allowances based on the underlying variable annuity funds received by the insurer determined on a prudent estimate basis and revenue sharing described in Section 4.A.5. Net asset-based charges equal gross asset-based charges less any company expenses assumed to be ...
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[DOC File]annuity disclosure
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The commission on a 10-year fixed index annuity typically ranges from 6.00% to 8.00%. For VAs, the typical surrender charge period is five to nine years, so the normal commission levels can be 4.00% to 7.00%. Payouts on annuities depend on the specific insurance carrier and will be described in the prospectus. Other fees that vary by insurance carrier may include transfer charges, annual ...
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[DOC File]Annuity Suitability - CA Department of Insurance
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In an index annuity, interest is calculated based on the positive performance (growth) of an external . equity index (often, the S&P500®). Because it’s a fixed annuity, an indexed annuity guarantees principal, except to the extent that principal may be invaded by surrender charges (discussed below); thus, only the. upward movement
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[DOCX File]VM-21: Requirements for Principle-Based Reserves for ...
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The gross asset-based charges for a product shall equal the sum of all contractual asset-based charges plus fund management fees or allowances based on the underlying variable annuity funds received by the insurer determined by complying with the requirements for prudent estimate described in Section 1.E.2.i and revenue sharing described in Section 3.A.5. Net asset-based charges equal gross ...
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[DOCX File]What are the different kinds of annuities
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(9) In determining the non-guaranteed illustrated values for a fixed indexed annuity, the index-based interest rate and account value shall be calculated for three different scenarios: one to reflect historical performance of the index for the most recent 10 calendar years; one to reflect the historical performance of the index for the continuous period of 10 calendar years out of the last 20 ...
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[DOCX File]VM-21: Requirements for Principle-Based Reserves for ...
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In addition to the Annual Enrollment Period, in 2019, a new Medicare Advantage Open Enrollment Period will run from January 1 – March 31 every year.
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Fixed index annuity fees