What is a variable annuities

    • [DOCX File]L E T T E R H E A D

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      2)Variable immediate annuity contracts, whether or not such contracts contain GMDBs or VAGLBs; 3)Group annuity contracts that are not subject to CARVM, but contain guarantees similar in nature The term “similar in nature,” as used in sections II)A)3) and II)A)4) is intended to capture both current products and benefits as well as product ...

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

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      Guidance Note: It is important to note that strategies involving the offsetting of the risks associated with variable annuity guarantees with other products outside of the scope of these requirements (e.g., equity-indexed annuities) do not currently qualify as a clearly defined hedging strategy under these requirements.

    • [DOC File]RESOLUTION IN SUPPORT OF THE APPROPRIATE REGULATION OF ...

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      variable life insurance and variable annuities are subject to a comprehensive federal and state regulatory structure, enforced by state insurance commissioners, the Securities and Exchange Commission and the National Association of Securities Dealers, which covers these products from design through their marketing and sale; and

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

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      or Variable Annuities (AG 43), published in Appendix C of the AP&P Manual, for purposes of performing and documenting the reserve calculations. Guidance Note: It is intended that reserve calculation requirements in VM-21 also be used for those contracts issued prior to January 1, 2017 which are otherwise in the scope of VM-21. AG 43 references ...

    • [DOCX File]Wofford Financial Group

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      Variable annuities. are merely pooled investment accounts thinly disguised as insurance products. The returns from variable annuities are directly related to asset performance and if the invested stocks tank, the investor stands to lose. The difference is that the IRS confers tax-deferred status on all contributions and gains in variable annuities.

    • [DOCX File]CHAPTER 1

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      Variable annuities tender tax-deferred wealth accumulation, lifetime income options, avoidance of probate, and guaranteed death benefits. 2. F. ixed annuities- This is the other type of annuities. As an established source of financial support for millions of Americans, fixed annuities promise a lifetime income that will not outlive the benefits ...

    • [DOC File]The Truth About Variable Annuities - vebaplan

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      Why own Variable Annuities? Frequently you see the word “guarantee” associated with Variable Annuities (VA). What does that mean? The typical VA acts as a tax deferred tax shelter, like an IRA. Unlike an IRA, anyone can open any sized (e.g.: $1,000 or $1 million) Variable Annuity, independent of his or her income, age or employment status.

    • [DOCX File]Instructions for Preparation of Structured Settlement ...

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      Variable Annuities. SPDAs, FPDAs and other contracts valued by accumulation of funds. Record Layouts. Record layouts are provided in Appendix I for Algebraic records and in Appendix II for Payment records. Aggregate Test. Note: Any references to subdivisions correspond to those in Section 99.6 of Regulation 151.

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

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      Variable Annuities – Deferred separate account annuities in which the account value or amounts payable or credited under the contract during the accumulation phase vary with the investment performance of the assets allocated to the separate account.

    • [DOC File]White Paper Outline - DTCC

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      a standardized definition of the attributes, features and business rules of an annuity product, including fixed and variable, deferred and immediate annuities, for product analysis, new business submission (IGO) and related business acquisition processes. Real-time.

    • [DOC File]How do you know if an annuity is “suitable” for you

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      Deferred annuities may be either “fixed” or “variable”. Fixed deferred annuities guarantee your principal and pay interest either declared annuity by the insurer (“declared rate” type) or linked to the increases in the value of an external equity index, such as the S&P 500® (“index type”).

    • [DOC File]STATE OF CALIFORNIA

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      To Issue Variable Annuities and Other Interested Parties. Subject: Requirements to Issue Variable Annuity Contracts or Riders to. Variable Annuity Contracts Containing Guaranteed Living Benefits. This Bulletin is issued pursuant to California Insurance Code Section 10506.5(c) (Stats. 2000, Chapter 694, S.B. 423), effective September 27, 2000 ...

    • [DOC File]annuity disclosure - Maine

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      C. Non-registered variable annuities issued exclusively to an accredited investor or qualified purchaser as those terms are defined by the Securities Act of 1933 (15 U.S.C. §§ 77a et seq.), the Investment Company Act of 1940 (15 U.S.C. §§ 80a-1 et seq.), or the regulations promulgated under either of those acts, and offered for sale and ...

    • [DOC File]Eight-Hour Annuity Training Outline

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      Define variable annuities 2. Define fixed annuities 3. Define indexed annuities 4. Distinguish between the characteristics of fixed, indexed, and variable annuities D. Distinguish the relationship between the annuity types reviewed in A, B, C and how they relate to your client IV.

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