If your income rises above the maximum qualifying level, making you ineligible for this arrangement under the contract, the agreement will end and you will have to buy back the shared
equity portion within the timeframe specified in your agreement.
Not exact matches
This ETF offers exposure to dividend - paying U.S.
equities, making SCHD a potentially useful tool for either enhancing current returns derived from the
equity portion of a portfolio or for scaling back risk exposure
within a portfolio.
The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging,
within prescribed limits, in short sales of
equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any
portion of its assets in U.S. Treasury securities.
This type of insurance is generally more expensive than term insurance because it allows the insured to allocate a
portion of the premium dollars to a separate account comprised of various instruments and investment funds
within the insurance company's portfolio, such as stocks, bonds,
equity funds, money market funds and bond funds.
With Variable Life Insurance, you can allocate a
portion of your premiums to separate accounts that consist of different tax - deferred investment funds
within the insurance company's entire investment portfolio (such as
equity, money market or bond accounts).