Sentences with phrase «company subaccounts»

So in addition to the inefficient packaging, you'll also more than likely get much less total return when investing in life insurance company subaccounts, compared to mutual fund investing.

You can replace any of them in any asset class with mutual funds of your choice, ETFs, index funds, stocks, bonds, individual securities, life insurance company subaccounts, 401 (k) options, or anything else you want to.

Not exact matches

The subaccount pursues its objective of growth and income by targeting a wide range of utilities, including natural gas, electric, and communication services companies.

The subaccount invests in companies outside the United States experiencing rapid earnings, sales, and business unit growth, and with the potential for positive earnings surprises.

You (the annuity owner) make a lump - sum payment or a series of premium payments to an annuity issuer (the insurance company), which will accumulate earnings at a fixed interest rate (a fixed annuity) or a variable rate determined by the growth (or losses) in investment options known as subaccounts (a variable annuity).

The investment companies (subaccounts) offered in Elite Access Advisory are registered as investment companies under the Investment Company Act of 1940, as amended («1940 Act»), and their shares are registered under the Securities Act of 1933, as amended.

The subaccount favors dividend - paying companies and is broadly diversified across market sectors.

The subaccount invests in companies of all sizes across a range of industry sectors.

The subaccount seeks to capitalize on the strength of the health - care sector, targeting companies of all sizes.

The subaccount employs Putnam's value strategy to invest primarily in stocks of large and mid-sized companies that are undervalued and poised for positive change.

The subaccount employs a value strategy to identify undervalued, high - quality companies among the market's mid-cap offerings.

The subaccount invests in stocks of large, well - established companies.

The name change does not reflect a shift in subaccount objective or strategy.The subaccount invests in large and midsize international stocks, targeting companies with established earnings growth that are priced below their fundamental worth.

Visit our variable annuity performance center to review the performance of subaccounts offered by Annuity Investors Life Insurance Company's variable annuity products.

The subaccount pursues its objective of long - term capital appreciation by investing in stocks of small companies that are undergoing positive changes.

But instead of investing your money in the insurance company's general account, as with a fixed annuity, your money is invested in a separate account made up of a number of different investment subaccounts.

Even if the market is moving upwards, if volatility is elevated the higher costs the insurance company must pay as a result can result in reduced cap and participation rates, reducing the amount of interest credited to your index - linked subaccounts.

JNAM is the investment adviser to the «Funds,» which are investment companies (subaccounts) that underlie the Jackson variable products.

The subaccount invests in large U.S. companies with strong revenue and earnings growth prospects.

The subaccount is diversified across a range of industries and the management team conducts intensive research to select companies that appear capable of servicing their outstanding debt obligations.

Fortunately, your company maintains a separate subaccount for after - tax contributions and the investment earnings they produce.

The point is to input the exact same amount of annual life insurance death benefit and PREMIUMS, for both the term and whole life products, in order to do a true: Buy term life insurance and invest the difference into an alternate investment vehicle (called a mutual fund in this software) vs. buying whole life and «investing» in the life insurance company's subaccounts.

For example, you could have had the company pay the entire $ 40,000 in the subaccount directly to you.

Some life insurance companies are letting policyholders sign up for better deals where they can get access to most any mutual fund (subaccount).

The only loser is the life insurance company / agent / and subaccount managers with the obsolete inferior VA that you escaped from.

• Losing money and / or not making money in up markets, due to poor performance of the poorly - selected investment choices (called their «line - up» of variable subaccounts, which are just the choices of regular mutual funds wrapped up in a tax wrapper selected as the most profitable to sell by the good «ol boys at the life insurance company).

Underlying subaccounts are only available as investment options in variable insurance contracts issued by life insurance companies.

• How investment choices / options are made for 401 (k), 529, plans and variable life insurance company product subaccounts.

Cardholders can reportedly bay bills online to major utility companies, phone providers, or andlords, and can also create subaccounts to manage expenses for other users like family members.

What sets the PPLI apart is the assets held in the subaccount: An everyday, retail customer will choose from a limited menu of subaccount investments offered by the life insurance company.

Underlying subaccounts are only available as investment options in variable insurance contracts issued by life insurance companies.

Instead, fixed universal life policies generally earn an interest rate in the cash value, while variable universal life policy returns depend on the performance of the funds offered within each policy's subaccounts, which are analogous to mutual funds, except that the insurance company owns the shares rather than the policy owner.

This is because variable life insurance cash value balances are invested in various tax - deferred subaccounts provided by the insurance company.