Sentences with phrase «caps on accumulation»
Caps on accumulation percentages: Insurance companies sometimes set a maximum participation rate that is less than 100 %.
https://www.investopedia.com/ Not exact matches
On 1 June 2017, Tina transfers $ 900,000 in value to the accumulation phase to reduce the value of her retirement phase interest, due to the impending commencement of the transfer balance cap reform.
The accumulation value grows as a result of the annuity's increase based on the increase of the indices the annuity is tied to after applying contractual caps, participation rates,...
TTR pensions do not count towards your transfer balance cap and there is no limit on how much you can have in your accumulation super account.
This snowpack accumulation near the poles, which gets its water via the Arctic and Antarctic oceans, that in turn rob it from equatorial latitudes of our oceans, also results in a reduction in the earth's spin axis moment of inertia and causes the spin rate to increase as evidenced in the recent history of the rate at which Leap Seconds are added to our calendar (see Wysmuller's Toucan Equation for more on this evidence that during this warm time with much greater polar humidity, earlier seasonal, later seasonal and heavier snows are beginning to move water vapor from the oceans to the poles to re-build the polar ice caps and lead us into a global cooling, while man - made CO2 continues to increase http://www.colderside.com/faq.htm).
Cash value accumulation potential based on the performance of at least one market index (excluding dividends and subject to caps and floors)
For an IUL, the potential cash value accumulation is based on changes in one or more stock market indices, subject to caps and floors.
What differentiates an Indexed UL policy from other types of permanent life insurance used for cash accumulation is that the growth of the policy's cash value is based on the performance of an equity index (usually the S&P 500), excluding dividends, collared by a cap and a floor — rather than based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «current assumption universal life»), based on a flat dividend rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «whole life»), or based on the actual investment returns of specific equity investments (a product referred to as «variable universal life»).
Calculate and interpret certain measures of investment performance, including acquisition cap rate, before tax cash on cash, before - and after - tax internal rate of return (IRR), and capital accumulation for a potential investor in a sale - leaseback transaction.