Sentences with phrase «annuity asset classes»

Integrity Funding is a specialty finance company that participates in the structure, acquisition and sale of financial instruments in the aviation, life and annuity asset classes.

Not exact matches

A variable annuity offers access to portfolios across all major asset classes.

Whereas a fixed annuity relies upon the insurance company's general account to support the contract, a variable contract involves investments in any number of sub-accounts (potentially dozens) consisting of various classes of assets such as stocks, bonds and money market accounts.

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

Here's a closer look at three major asset classes typically included in a variable annuity's investment mix, with a breakdown of sub-asset classes and other categories within each one.

Asset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious meAsset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious measset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious metals.

Wide variety of asset classed including emerging markets, real estate, socially responsible investing and annuities

It has 374 subaccount choices, which results in having more than twice the number of asset classes than most variable annuities.

Next, the actual returns for the 15 - asset class variable annuity models we recommend (they don't need to be actual because their lineup hasn't changed for years):

Our experience encompasses a wide range of ERISA claims, including individual life, disability and AD&D benefits, class actions, fiduciary obligations, revenue sharing, retained asset accounts, health plans, stock drop cases, pension funds, severance benefits, plan administration, cost of living adjustments, IRA plans, incentive compensation and annuity contract premiums, among many others.

To sum it up, annuities systematically allocates accrued assets, lessens the financial uncertainty of living too long, provides the annuitant an income for life in exchange for a premium wherein a premium is ascertained by sex, age, class of annuity, amount of income and health.

Whereas a fixed annuity relies upon the insurance company's general account to support the contract, a variable contract involves investments in any number of sub-accounts (potentially dozens) consisting of various classes of assets such as stocks, bonds and money market accounts.