Variable annuity accumulation units

    • lincolnfinancialgroup.gcs-web.com

      All Purchase Payments allocated to underlying funds will be placed in Lincoln Life Variable Annuity Account N (Variable Annuity Account [VAA]). The VAA is a segregated investment account of Lincoln Life. ... Account Value on a Valuation Date equals the total value of all the Contractowner’s Accumulation Units plus the Contractowner’s value ...


    • [DOCX File](b)If accounts are established in accordance with any of ...

      https://info.5y1.org/variable-annuity-accumulation-units_1_b919a4.html

      For variable contracts funded by separate accounts that are registered under the 1940 Act, Rule 22c-1 under the 1940 Act requires insurers to calculate accumulation unit values daily and to price any premiums, withdrawals, or transfers of contract value at the accumulation unit value for such contracts that is next computed after the insurer receives the purchase, withdrawal, or transfer ...


    • [DOC File]Group Fixed and/or Variable Deferred Annuity Contracts ...

      https://info.5y1.org/variable-annuity-accumulation-units_1_1a826d.html

      Variable annuity contract is defined in §50.1(a)(4) of Regulation No 47 as “a separate account annuity contract which includes provision for deferred or immediate annuity payments the amount of which, after such payments have commenced, varies according to the investment experience of any separate account maintained by the insurer as to such ...


    • [DOC File]Annuity Myths: Things Everybody Knows About Annuities

      https://info.5y1.org/variable-annuity-accumulation-units_1_d24378.html

      If the planning goal is to produce the highest income for life, the variable annuity may well outperform the fund portfolio, even in the absence of a guaranteed living benefit and even when income is taken via partial withdrawals, provided that the combined accumulation and income periods are greater than about 40 years.


    • [DOC File]Term

      https://info.5y1.org/variable-annuity-accumulation-units_1_b7f46f.html

      Two Phases of an Annuity: Accumulation. is the Growth phase. ... Loss Exposure Measure of vulnerability, as expressed in dollars or units. 3 Major Types: Financial Loss. Liability Loss. Property Loss LTC Long-Term care Materiality of Concealment Used to determine the importance of misrepresentation ‘May’ (legal use of the word) Permissible ...


    • [DOC File]COST SHEET - FORMAT

      https://info.5y1.org/variable-annuity-accumulation-units_1_65f060.html

      13) Variable cost Ratio = Change in total cost * 100. Change in total sales. 14) Indifference Point = Point at which two Product sales result in same amount of. profit = Change in fixed cost (in units) Change in variable cost per unit = Change in fixed cost (in units) Change in contribution per unit


    • [DOC File]Life Insurance Review Class Chapter 1

      https://info.5y1.org/variable-annuity-accumulation-units_1_36da07.html

      Combination of fixed and variable annuity (Equity Indexed). 10. Which can change, the number of accumulation units or the number of annuity units? Accumulation . Units. 11. In a straight life annuity, who gets the remaining funds after the owner dies? The insurance company. 12.



    • [DOC File]Chapter 310

      https://info.5y1.org/variable-annuity-accumulation-units_1_63c7b9.html

      Any insurer issuing individual variable annuity contracts in this state shall mail to the contractholder in the case of an annuity contract under which annuity payments have not yet commenced, a statement reporting the number of accumulation units credited to such contract, the dollar value of a unit, and the value of the contractholder's ...


    • Life Insurers: Individual Fixed and/or Variable Deferred ...

      Similarly, it would be impermissible to have living benefits on a fixed annuity similar to the variable annuity living benefits described in Section (III)(G)(7) of this outline if those benefits are based on a benefit base separate from the actual accumulation amount. See Sections 3201(c)(1), 4223, and 4232(a)(1). [Two-Tier Annuity Prohibition]


    • [DOC File]Title 20--DEPARTMENT OF

      https://info.5y1.org/variable-annuity-accumulation-units_1_beaec1.html

      A variable annuity contract also may include provisions for other benefits on death or disability during the deferred period, which benefits shall be subject to the insurance law provisions governing the benefits. ... the number of accumulation units credited to those contracts and the dollar value of a unit or the value of the contract holder ...


    • [DOCX File]CHAPTER 1

      https://info.5y1.org/variable-annuity-accumulation-units_1_41373b.html

      The number of annuity units remains the same, however, the value of the annuity units can and does vary from month to month depending upon investment results. Variable annuities tender tax-deferred wealth accumulation, lifetime income options, avoidance of probate, and guaranteed death benefits.


    • [DOCX File]VM-21: Requirements for Principle-Based Reserves for ...

      https://info.5y1.org/variable-annuity-accumulation-units_1_37fe87.html

      For example, for a variable payout annuity for which a specific number of units is payable, the implicit amount could be the present value of that number of units, discounted at the Assumed Investment Return and defined mortality, times the unit value as of the valuation date.


    • [DOC File]CHAPTER 2

      https://info.5y1.org/variable-annuity-accumulation-units_1_9cd164.html

      C. Military Income. In addition to base pay, military personnel may be entitled to additional forms of pay. Income from variable housing allowances, clothing allowances, flight or hazard pay, rations, and proficiency pay is acceptable, provided its probability of continuance is verified in writing.


Nearby & related entries: