They are contracts issued by a life insurance company that provide a variable rate of return based on the performance
of underlying investment options.
It is a contract issued by a life insurance company that provides a variable rate of return based on the performance of
underlying investment options.
The cash component of a variable universal life insurance policy will have its return based
on underlying investment options — typically mutual funds.
The adventurous portfolio, on the other hand, will target a yield of 5.5 %,
with underlying investment yields in a range from 4.5 % to 6.5 %.
Variable annuities are long - term vehicles designed for retirement purposes and
contain underlying investment portfolios that are subject to investment risk, including possible loss of the money you invest.
You assume the investment risk, and you select and monitor your
own underlying investment options, instead of the insurance company doing it for you.
With this type of policy, individuals can allocate their funds into various types of
underlying investments such as stocks, bonds, or mutual funds.
Virtually nothing about the strategy, the risks, the fees or anything
about underlying investments was disclosed in anything that defendants provided to or made available to participants.
This permanent life insurance plans balance insurance coverage along with the opportunity to build cash value
via underlying investment options.
This means that they continually and diligently research, test, and evaluate the fund's
underlying investments along with current market conditions.
This means that even under these models someone can find oneself screwed if they choose
poor underlying investments with their asset allocation.
Variable Life insurance is offered via a prospectus and provides death benefits and cash values that vary with the performance of a portfolio of
underlying investment options.
You assume the investment risk, and you select and monitor your
own underlying investment options, instead of the insurance company doing it for you.
Variable life insurance has the return on its cash value component tied to
underlying investments such as mutual funds (although the funds are not directly invested in these vehicles).
Variable annuities are long - term vehicles designed for retirement purposes and
contain underlying investment portfolios that are subject to investment risk, including possible loss of the money you invest.
The industrious pig's
underlying investments perform well, producing an average annual return of 6 % but 0.25 % is deducted every year in fees resulting in a T - Rex Score of 93 %.
You may also obtain the prospectuses (or summary prospectuses, if available) for the annuity's
underlying investment choices from your registered representative.
It contains more complete information about the VUL policies and
underlying investment divisions, including investment objectives, risks, charges, and expenses.
So, Variable Universal Life Insurance can provide you with a choice of
underlying investment accounts, flexible premiums and adjustable death benefit.
«Managed accounts include advice costs which can't be controlled, but investment costs can be controlled by deciding
which underlying investments are used,» she says.
Generally, policies have contract limitations, fees, and charges, which can include mortality and expense charges, account fees,
underlying investment management fees, administrative fees, and charges for optional benefits.
Depending on the type of property fund you invest in, you might get a regular income (distributions), usually quarterly or half - yearly, and a capital gain on your original investment, if the value of the scheme's
underlying investment assets increases.
The Operating Expense Ratios in the tables below apply to the Vanguard and Dimensional funds included
as underlying investments in my529.
• 12 +
underlying investment managers • 8 — 10 % target rate of return • 4 — 6 % target volatility (1/3 of TSX TR Index *) • Low correlation to equities and bonds
Please note that AXA Strategic Allocation Portfolios entail fees and costs in addition to the fees and costs incurred in the Portfolios»
underlying investment earnings.
If you're assessing fees charged by a fee - based adviser, you have to look at any fees that might be embedded in
underlying investments like mutual funds, principle - protected notes or ETFs that add to your overall fees.
Derivative A derivative is the collective term used for a wide variety of financial instruments whose price derives from or depends on the performance of
other underlying investments.
It's not always — sometimes you have a fund with
safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.
Phrases with «underlying investments»