Variable annuity death benefit options

    • [DOC File]Eight-Hour Annuity Training Outline

      https://info.5y1.org/variable-annuity-death-benefit-options_1_524b1a.html

      The death benefit is the total amount of your contributions, less any withdrawals. Payment amounts are based on your life expectancy only and would be reduced if you choose a spousal joint and survivor benefit. You will pay a 25% surrender charge for any amount …

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    • [DOC File]www.dol.gov

      https://info.5y1.org/variable-annuity-death-benefit-options_1_16d552.html

      For variable deferred annuity contracts that either contain no guaranteed benefits or only GMDBs, including “earnings enhanced death benefits,” (i.e., no VAGLBs), the reserve may be determined by using the method outlined below rather than by using the approach described in Section 3.C and Section 3.D (i.e., based on projections), provided ...

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

      https://info.5y1.org/variable-annuity-death-benefit-options_1_1a826d.html

      Form 2454g, Standards for Prior Approval Group Deferred Fixed and Variable Annuities, ORS 742.003(1), Form # 440-2454g Subject: Rates & Forms Filing Requirements Form 2454g, Standards for Prior Approval Group Deferred Fixed and Variable Annuities, rev. 12/2011 Author: Document: DCBS Insurance Division - T. Vance (rev. 12/29/2011) Keywords

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    • Death Benefit Riders - Nationwide

      The benefit base is established for the sole purpose of determining the minimum income benefit and is not used in calculating the cash surrender benefit, death benefit, or other guaranteed paid-up annuity benefits.” (The benefit base should not receive more emphasis …

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    • [DOC File]Individual Fixed and/or Variable Deferred Annuity Outline ...

      https://info.5y1.org/variable-annuity-death-benefit-options_1_cce46e.html

      The benefit base is established for the sole purpose of determining the minimum income benefit and is not used in calculating the cash surrender benefit, death benefit, or other guaranteed paid-up annuity benefits.” (The benefit base should not receive more emphasis …

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    • [DOC File]personal.fidelity.com

      https://info.5y1.org/variable-annuity-death-benefit-options_1_9aa14a.html

      Variable options c. Financial Industry Regulatory Authority d. Equity-based e. Risk-based 2. Charges and fees 3. Dollar cost averaging 4. Death benefit guarantees (Section 10168.4 of the CIC) 5. Living benefit guarantees E. Identify and discuss contract provisions common to indexed annuities 1.

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    • [DOC File]Form 2454g, Standards for Prior Approval Group Deferred ...

      https://info.5y1.org/variable-annuity-death-benefit-options_1_3b2b4f.html

      1. The company will grant a paid-up annuity benefit on a plan described in the contract that complies with the Model Variable Annuity Regulation, Section 7G, Model 250. The description includes a statement of the mortality table, if any, and guaranteed or assumed interest rates used in …

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    • [DOC File]Form 2454x, Standards for Prior Approval Individual ...

      https://info.5y1.org/variable-annuity-death-benefit-options_1_d9b112.html

      MetLife Growth and Guaranteed IncomeSM (MGGI) is a deferred variable annuity featuring a guaranteed withdrawal for life and a death benefit backed by MetLife. It features the Fidelity® VIP FundsManager® 60% Portfolio, a single, all-in-one investment solution.

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