Highest annuity rate available

    • [PDF File]Currently Sold Annuity Contracts - Edward Jones

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      Currently Sold Annuity Contracts . 5/28/2015. O-Share Variable Annuities . Breakpoint Commission Annual Service Fees Insurance companies Product Name ; ... Lincoln Select 1 Year (rate not currently available) 1.00% 0.50% Lincoln Select 2 Year (rate not currently available) 1.00% 0.50%

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    • Principal Fixed Income Option

      Principal Fixed Income Option is the Group Annuity Contract - Custodial Guaranteed Fund Contract available through Principal Life Insurance Company, a member of the Principal Financial Group ® , Des Moines, Iowa, 50392.

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    • [PDF File]Select Fixed Annuity

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      A Select Fixed Annuity from Northwestern Mutual is designed to be both a retirement accumulation vehicle and a source of retirement income. A Select Fixed Annuity normally has two phases, accumulation and income. During the accumulation phase, your money grows tax-deferred. The income phase begins when you are ready to receive income.

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    • [PDF File]Making Your Money Last - Edward Jones

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      • Variable Annuity with GLWB: Your account value will fluctuate based on the performance of the investments within the annuity, withdrawals and fees. • Fixed Annuity with GLWB: Your account value will grow based on the guaranteed interest rate credited for a specified period of time (e.g., seven years), offset by withdrawals and fees.

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    • [PDF File]SUITABILITY AND BEST INTEREST STANDARD OF CONDUCT …

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      or the annuity product with the highest stated interest rate or income payout rate, available in the marketplace at the time of the annuity transaction. “Best interest” also does not mean the recommendation is the single “best” annuity product available in the marketplace at the time of the

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    • [PDF File]Suitability in Annuity Transactions Model Regulation (#275)

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      highest stated interest rate or income payout rate, available in the marketplace at the time of the annuity transaction. ^est interest also does not mean the recommendation is the single ^best annuity product available in the marketplace at the time of the annuity

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    • MEMBERS Focus Fixed Annuity - CUNA Mutual Group

      4 MEMBERS® FOCUS FIXED ANNUITY 1 This brochure provides a brief description of tax topics for fixed annuities and is not intended to provide tax advice. For tax or legal advice, contact a licensed professional. 2 There are no additional tax benefits when an annuity is purchased as an IRA or other tax-qualified plan, since those plans already provide tax-deferred status.

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    • [PDF File]TIAA Traditional Annuity The foundation of a safe and ...

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      Under the Group Retirement Annuity (GRA) contract, lump-sum withdrawals are available from the TIAA Traditional Annuity, subject to the terms of your plan, only within 120 days after termination of employment and are subject to a 2.5% surrender charge.

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    • [PDF File]HD Lifetime Five - LPL Financial

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      John, 55, purchases a variable annuity with the HD Lifetime Five benefit and plans to begin taking income at age 65. The chart below illustrates what might happen in the first 30 days of John’s annuity and, specifically, how HD Lifetime Five can capture the value of his annuity’s highest day.

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    • [PDF File]SM Current Renewal Rates (Level 10)

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      instruct us otherwise. If the Fixed Account is not available, we will transfer these amounts into the Shield Option with, in order of priority, the shortest Term, the highest Shield Rate and the lowest Cap Rate from the available Shield Options, unless you instruct us otherwise.

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    • [PDF File]Stretch the tax deferral of your low-cost variable annuity

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      Stretch the tax deferral of your low-cost1 variable annuity Assume a 65-year-old beneficiary elects to take annual stretch payments. On the valuation date (the first payment date), the amount of the distribution is determined by dividing the account value by life expectancy, while the annual amount

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    • [PDF File]5.15% 4.87% 5.00% 3.35% 5.15% 6.65% 5.90% 5.25% 3.70% …

      https://info.5y1.org/highest-annuity-rate-available_4_a732c5.html

      Highest Base Rate Forfeitable Bonus Available Rate Guarantee After Initial Period Annuity Funds Investment Type FREE Annual Withdrawal Amount FREE Withdrawals Per Year Penalty Applied From Date Of Guarantee Return of Principal Additional Premiums Allowed Maximum Issue Age Days Rate Held On Rollovers New Rate - Effective Date INTEREST RATE ...

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    • [PDF File]Shield Level Selector 3-Year Renewal Rates - MetLife

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      MetLife Shield Level Selector 3-Year Annuity prospectuses issued by Metropolitan Life Insurance Company, are available from you r financial professional. ... the highest Shield Rate and the lowest Cap Rate, from the Shield Options available at the Term End Date, unless otherwise instructed by you. ... Shield Level Selector 3-Year Renewal Rates.pdf

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    • [PDF File]The Charitable Gift Annuity: Guaranteed Income for Life

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      the cost of the $25,000 gift annuity is only $22,271. Since the donor will receive an annual annuity of $1,525—and the actual cost of the annuity is only $22,271—the effec-tive rate of return for the annuity is 6.8%. Q. Are there any advantages if a charitable gift annuity is …

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