New york life retirement annuity

    • [PDF File]PDF There's a New York Life Variable Annuity for Everyone

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      there may be circumstances in which the purchase of a New York Life ADBR package is 1.00%. With the IPP and ADBR package, the current Premier Plus Variable Annuity is less advantageous than the purchase of another New York Life variable annuity which might have lower fees but no Premium Credit. This may be the case, for example, if you anticipate

    • [PDF File]PDF New York Life Clear Income Fxied Annutyi — FP Seeri s

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      This annuity is issued by New York Life. The contract's financial guarantees are solely the responsibility of the issuing company. Fidelity Insurance Agency, Inc., distributes this product, which is not affiliated with any New York Life company. New York Life Clear Income Fxied Annutyi — FP Seeri s Creating Guaranteed Lifetime Income.

    • [PDF File]PDF Deferred Fixed Annuity

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      in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. A deferred fixed annuity is a long-term contract between you and an insurance company that helps: o Grow retirement income through the power of tax deferral. o Lock in guaranteed interest rates for a term you choose.

    • [PDF File]PDF Annuity Contract/Beneficiary Change Request

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      ANNUITY CONTRACT/BENEFICIARY CHANGE REQUEST 9/16 [CHANG] Page 1 of 3 *W25065-16B1* CONTACT INFORMATION CONTACT INFORMATION (for New York only) Pacific Life Insurance Company All Overnight Deliveries: Pacific Life & Annuity Company P.O. Box 2378 6750 Mercy Rd, 4th Floor, RSD P.O. Box 2829

    • [PDF File]PDF Pre-Retirement Questions and Answers

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      Under New York State Tax Law, the income is not subject to state income tax. For more specific information concerning New York taxation on pension benefits, consult a tax professional. In addition, currently, the state of New York allows for an exclusion of up to $20,000 of pension and annuity income from state and local taxes each year.

    • [PDF File]PDF NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION (a wholly ...

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      New York Life Insurance and Annuity Corporation (the "Company"), domiciled in the State of Delaware, is a direct, wholly owned subsidiary of New York Life Insurance Company ("New York Life"). The Company's primary business operations are its Insurance and Agency and Investment Groups. The Company offers a wide

    • [PDF File]PDF Redefine your means in retirement. - Income Annuity Quote ...

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      Annuity Corporation (NYLIAC) (a Delaware Corporation), a wholly owned subsidiary of New York Life Insurance Company. Your retirement, your income, your way. More guaranteed income in retirement means more opportunities to live the lifestyle you want—and only you know what you want. That's why a guaranteed income annuity from New York Life

    • [PDF File]PDF Company Profile: New York Life Insurance Company

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      • New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010, is the parent company of New York Life Insurance and Annuity Corporation (NYLIAC), the issuer of New York Life annuities. • $303.2 billion in statutory consolidated assets for NYL, with NYLIAC contributing $152.9 billion 2 Financial Ratings3 New York Life Insurance ...

    • [PDF File]PDF FIRST SECURITY BENEFIT LIFE INSURANCE AND ANNUITY ...

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      ANNUITIZATION The payout option that involves payments tied to a life expectancy. GLOSSArY OF RETIREMENT TERMS FIRST SECURITY BENEFIT LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK A 1. ... and sold through an exchange like the New York Stock Exchange, not through the

    • [PDF File]PDF Allianz Life Insurance Company of New York Allianz Index ...

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      Please note that Allianz Life Insurance Company of New York (Allianz Life® of NY), its affiliated companies, and their representatives and employees do not give fiduciary, legal, or tax advice. You are encouraged to consult your tax advisor or attorney. The role of an index variable annuity as part of your overall retirement strategy

    • [PDF File]PDF Fidelity Growth and Guaranteed Income Annuity

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      Insurance products are issued by Fidelity Investments Life Insurance Company (FILI), and in New York, by Empire Fidelity Investments Life Insurance Company, ® New York, N.Y. FILI is licensed in all states except New York. The contract's financial guarantees are solely the responsibility of the issuing insurance company. Fidelity Annuity ...

    • [PDF File]PDF New York Life Guaranteed Future Income Annuity II

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      New York Life Guaranteed Future Income Annuity II* * I ssued by New York Life Insurance and Annuity Corporation (NYLIAC) (a Delaware Corporation), a wholly owned subsidiary of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Product may not be available in all jurisdictions.

    • [PDF File]PDF MultiCare and Empower Retirement

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      2 As of January 1, 2019. Information refers to all retirement businesses of Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates, including Great-West Life & Annuity Insurance Company of New York, marketed under the Empower Retirement brand.

    • [PDF File]PDF Death Benefit Proceeds Form for Individual Life and Annuities

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      This form is available at www.irs.gov, or you may contact New York Life and request that the form be sent to you. Beneficiaries of a deferred annuity must have payments commence within one year of the date of death. 4 Elected Income and Guaranteed Life Income do not have cash or loan values and no withdrawals are permitted. 5

    • [PDF File]PDF Schwab Retirement Income Variable Annuity Prospectus for New York

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      SCHWAB RETIREMENT INCOME VARIABLE ANNUITYTM PROSPECTUS MAY 1, 2019 Schwab Retirement Income Variable Annuity is an individual flexible premium deferred variable annuity contract issued by Pacific Life & Annuity Company ("PL&A") through Separate Account A of PL&A.

    • Creditors' Rights to Retirement, Annuity, and Life Insurance ...

      Retirement, Annuity and Life Insurance Benefit Planning Creditors' Rights to Retirement, Annuity, and Life Insurance Benefits Introduction Program Questions: a) What is the difference in treatment if an individual decides to invest $10,000 in a (1) bank account, mutual fund, an annuity, a life insurance policy,

    • [PDF File]PDF Fire Department Pension Fund - City of New York

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      of New York (ACNY), the Retirement and Social Security Law (RSSL), and the rules of the Fire Department Pension Fund, the applicable laws will govern. If you have any questions, contact the Fire Department Pension Bureau at 9 MetroTech Center, 6th Floor, Brooklyn, New York 11201-3857. You may also contact the Bureau by phone for the

    • [PDF File]PDF Fixed, Deferred Income Annuity e.com

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      in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. A fixed, deferred income annuity is a long-term contract between you and an insurance company that helps: o Provide future income on a date you choose. o Tailor income to your needs. o Provide income for life or a time period you choose.

    • [PDF File]PDF New York Life Variable Annuities: A Brief Overview of ...

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      New York Life Variable Annuities: A Brief Overview of Features, Benefits and Guidelines The Company You Keep® Product Solution A variable annuity is a long-term investment vehicle designed to help individuals save for retirement.

    • [PDF File]PDF Final Adoption of First Amendment to Insurance Regulation 187 ...

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      NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES FIRST AMENDMENT TO 11 NYCRR 224 (INSURANCE REGULATION 187) SUITABILITY AND BEST INTERESTS IN LIFE INSURANCE AND ANNUITY TRANSACTIONS I, Maria T. Vullo, Superintendent of Financial Services, pursuant to the authority granted by Sections 202

    • [PDF File]PDF Report on Examination of The New York Life Insurance and ...

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      NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION hereinafter referred to as "the Company" or "NYLIAC" and incorporated under the laws of the State of Delaware. The Company's registered agent in Delaware is The Corporation Trust Company located at 200 Continental Drive, Suite 306, Newark, Delaware 19713. The

    • [PDF File]PDF New York Life Elite Variable Annuity

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      THE NEW YORK LIFE VARIABLE ANNUITIES What are the benefits of my New York Life variable annuity? The New York Life variable annuity you are considering is a contract between you and NYLIAC. We agree to make payments to you at some time in the future based on the policies Accumulation Value. You can invest your money in our

    • [PDF File]PDF Partial Withdrawal / Full Surrender Request - iPipeline

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      Partial Withdrawal / Full Surrender Request ANY-V1215 (R 112016) Page 1 of 2. Athene Annuity & Life Assurance Company of New York. 1. Contract Information. Contract Number Name of Annuitant. Name of Owner (if d ifferen tfrom Annu an) Social Security No. or Tax I.D. No. Street Address, City, State, Zip (indicate mailing address for check ...

    • [PDF File]PDF There's a New York Life Variable Annuity for everyone.

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      New York Life Variable Annuities are long-term investment vehicles used for retirement savings. New York Life Insurance and Annuity Corporation (NYLIAC) offers a variety of variable annuities, so you can select a product that meets your particular needs. Your NYLIFE Securities LLC Registered Representative can help you determine which New

    • [PDF File]PDF FOR IMMEDIATE RELEASE Follow us on Twitter @FidelityNews

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      to help investors meet their retirement and investment goals, including the New York Life Guaranteed Lifetime Income Annuity II, New York Life Guaranteed Future Income Annuity II, New York Life Clear Income Fixed Annuity - FP Series, New York Life Guaranteed Period Income Annuity II, and New York Life Secure Term MVA Fixed Annuity IV.

    • [PDF File]PDF Overview Qualifying Longevity Annuity Contract (QLAC)

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      The annuity contract must be a fixed-rate deferred income annuity contract. The annuity contract cannot have a liquidity or commutation feature. Income payment options can be single life only, joint life only, single life with cash refund, joint life with cash refund. New York Life requires that joint annuitants be spouses. The issuing company must

    • [PDF File]PDF Guaranteed Interest Account - Retirement Plans

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      Guaranteed Interest Account New York Life Insurance Company STALE AUE The Guaranteed Interest Account ( GIA ) is a general account group annuity contract seeking to provide a low-risk, stable investment option. The GIA o ers participants competitive yields and limited volatility, with a guarantee of principal and accumulated interest. Invs of A

    • [PDF File]PDF New York Life Variable Annuity

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      New York Life Variable Annuities This summary document reviews important points to consider before you buy a NewYork Life variable annuity.As this document is not part of either the annuity policy or the variable annuity prospectus, please read the prospectus for the

    • [PDF File]PDF State of New York Death Benefits

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      STATE OF NEW YORK DEATH BENEFITS ... If such annuity is provided, under a governmental plan which meets the ... Any death benefits that may be available are administered through the New York State Retirement System. They administer the payment of Ordinary Death Benefits, Accidental

    • [PDF File]PDF New York Life Insurance and Annuity Corporation Bank Owned ...

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      New York Life Insurance and Annuity Corporation Bank Owned Life Insurance Straight Talk Understanding New York Life's BOLI Product Chassis Many banks select Bank Owned Life Insurance (BOLI) as a tax efficient approach to informally offset the cost of pre- and post-retirement employee benefits.

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