Fixed index annuities disadvantages

    • [PDF File]Annuity Answer Booklet

      Index-Rate Annuities On index-rate annuities The Standard credits interest according to the account where the money is held. If allocated to a fixed account, the interest crediting will match that described in the Fixed-Rate Annuities section . If allocated to an index account, interest is calculated and, in

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      SUITABILITY QUESTIONNAIRE FOR FIXED ANNUITIES This form is an essential part of the application process. It helps your producer assess your insurance needs and financial objectives, and make recommendations appropriate to your situation. All questions must be answered, and the form must be signed by each owner/applicant and the producer.

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    • [PDF File]I Types of Annuities and Various Classifications of ...

      Fixed Annuities 4 3. Indexed Annuities 4 4. Fixed vs. Variable vs. Indexed 5 ... Advantages and Disadvantages of Annuitization Options 21 ... I Types of Annuities and Various Classifications of Annuities . A. Annuities Defined . An annuity is defined as the liquidation of a principal sum to be distributed on a periodic

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    • [PDF File]Athene Performance Elite® 7

      This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (including MA) and D.C., and Athene Annuity & Life Assurance Company of New York (68039) headquartered in Pearl River, New York, which issues annuities only in New York.

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    • [PDF File]Indexed Annuities vs Stock Market - RD Marketing Group

      Indexed Annuities vs Stock Market Market Volatility According to a November 2009 article from the Center for Retirement Research at Boston College, historical equity performance from 1872 to 2008 was 6.1% with a standard deviation of 19.1%. From 1949 to 2008, equity performance averaged 7.2% with a standard deviation of 18.2%.

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    • [PDF File]FINRA Investor Alert: Equity-Indexed Annuities: A Complex ...

      Equity-Indexed Annuities: A Complex Choice Why an Alert on Equity-Indexed Annuities? Sales of equity-indexed annuities (EIAs) have grown considerably in recent ... gain in the index to which the annuity is linked. To make matters worse, there ... traditional fixed annuities when the stock market is …

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    • [PDF File]LIFE INSURANCE And ANNUITIES Fundamentals

      © 2006-2015 Sandi Kruise Insurance Training, Sandi Kruise Inc, All rights reserved. 2 COMPARISON OF POLICIES ..... 12

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    • [PDF File]The Structured Variable Annuity

      Some new variable and index-linked annuities offer simplified guarantees with limited downside protection; the policyholder pays for this protection with a limited upside. These products effectively provide policyholders access to an equity index with \ an option pass-through.

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    • [PDF File]The REAL BENEFITS of Indexed Annuities with the Annual ...

      American Equity Investment Life Insurance Company’s fixed index annuities are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do

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    • [PDF File]Indexed Annuities Pros and Cons - The Annuity Consultants

      Indexed Annuities Pros and Cons Indexed annuities are often referred to as "hybrid annuities." They are a relatively new type of investment product. Introduced by several insurance companies in the late 20th century, they contain parts of fixed and variable annuities. Like fixed annuities, indexed annuities will guarantee that an

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