Sentences with phrase «annuity assets»

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

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.

They might consider leaving their non-qualified annuity assets to their beneficiaries in the form of a death benefit.

Up to 0.05 % per year (calculated and paid quarterly) of the net assets of all insurance or annuity assets of a particular Product Partner where USBI is the broker or agent of record (e.g., $ 5 per $ 10,000 in net assets of shares).

This popular knee - jerk comment is a good marketing strategy if you are trying to convert annuity assets to a fee - based platform and is an easy response for advisers not interested recommending specific annuity types in lieu of their master of the universe market growth strategies.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

When you purchase an annuity contract, your annuity assets will accumulate tax deferred until you start taking withdrawals in retirement.

While with Life Partners, he was responsible for implementing the investment strategy for their life insurance and annuity assets.