Flexible retirement annuity definition

    • [DOC File]Eight-Hour Annuity Training Outline

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      Flexible access means taking a cash amount over the tax-free lump sum from a flexi-access drawdown account, taking an uncrystallised funds pension lump sum (UFPLS), purchasing a flexible annuity, taking a scheme pension from a defined contribution scheme with fewer than 12 pensioner members or taking a stand-alone lump sum if you have primary ...

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    • [DOC File]THE TRUTH ABOUT EQUITY INDEX ANNUITIES

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      Distinguish between the characteristics of the two types B. Annuity type according to how and when premiums are paid 1. Define single premium annuities 2. Define flexible premium annuities 3. Distinguish between the characteristics of the two types C. Annuity type according to investment options offered 1.

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    • What Is a Flexible Annuity? (with picture)

      Phased Retirement Annuity is the annuity payable under 5 USC 8336a or 5 USC 8412a prior to full retirement. This approximates 50 percent of the full-earned annuity. Phased Retirement Status occurs when a phased retiree is concurrently employed in phased employment and eligible to receive a phased retirement annuity.

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    • [DOCX File]What is the Annual Allowance?

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      A scheduled premium or flexible premium fixed annuity may provide that the insurer may, at its option, cancel the annuity prior to the annuitization date and pay the actual accumulation amount (i.e. no reduction for surrender charges or MVA) to the contractholder if no premium payments have been made for a period of three full years and either ...

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    • [DOC File]PART 1900 - General_FmHA Instruction 1900-A

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      A Flexible Premium Annuity is one that permits repeat deposits for up to a specified number of years, including unlimited. Flexible premium annuities offer a depositor a place to make repeat or even scheduled deposits without having to open a new contract or repeat the minimum deferral period.

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