Sentences with phrase «general investment account»

They have a stellar management team that is committed to growing the GIA (general investment account) and long - term profits for policyholders.

For most people who want to save even more, the next step is to save in a general investment account.

For other long - term goals that don't fit into the retirement or college categories, a general investment account may be your best bet.

Yes, our clients are able to open a GIA (general investment account), an ISA (individual savings account) and a SIPP (Self Invested Personal Pension).

However, you can always contribute your full ISA allowance in an ISA account and then any further additions can be made to a General Investment Account.

This is what I did — I opened a general investment account with the goal of building «long term savings.»

In that case, the employee should contribute at least as much as that amount to take advantage of what is essentially free money, even if that means reducing contributions to other accounts such as IRAs or general investment accounts.

Not exact matches

The material contained in her articles is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.

Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

The material presented in this newsletter is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy.

If you want to save for anything else then open a general taxable investment account with Betterment.

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.

General obligation bonds General partner General securities firms Glass - Steagall Act of 1939 GNMA Good delivery Good - faith deposit Good - faith margin account Good»Til Cancelled (GTC) order Government bond Government National Mortgage Association Government securities principal Green shoe offering Gross investment income Gross - revenue pledge Group net order Group sales GTC order

The information on this page is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual.

Stocks and Shares has been updated to allow money from our general accounts to be transfered to and from our investments.

That means that the premiums you pay become part of our general account and you have no ability to direct investment choices.

While large investments are perhaps those best handled by financial advisors, general operating cash, that sits in savings and checking accounts, should always be earning interest too.

As investment income increases in the carriers general account, the company purchases more options, increasing the cap and participation rates.

There are numerous factors related to the markets in general or the implementation of any specific investment strategy, which can not be fully accounted for in the preparation of simulated results and all of which can adversely affect actual results.

The User agrees and acknowledges that the information, facts and data provided by Desjardins Online Brokerage's information suppliers may include views and general recommendations but that Desjardins Online Brokerage does not endorse such advice or recommendations, nor does it provide investment recommendations or give tax, accounting or legal opinions, nor does it recommend the purchase and / or sale of any Securities.

In general, when paid out of a taxable account, investment management fees are a... Read More

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.

The firm launched its first set of private asset class pooled funds in April, 2014 leveraging the investment processes of Sun Life Assurance Company of Canada's own general account within a series of open ended pooled funds structured as Limited Partnerships, and by Sun Life becoming a significant co-investor in the Funds.

Phil oversees Canadian Property Investments for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate iInvestments for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate investmentsinvestments.

Given a perception in the general market that there exists a Primacy of the Income Account, it seems to me to be impossible to follow a «safe and cheap» investment approach and at the same time to give any weight at all to attempts to gauge market risk.

Randall is also Managing Director and Portfolio Manager, Canadian Public Fixed Income for Sun Life Assurance Company of Canada, responsible for managing portfolios of Canadian fixed income investments for the company's General Account.

In general, for assets that are held in taxable accounts, the tax basis is the cost of the capital investment plus any legitimate transactions costs associated with making that investment.

While this is explained in much more detail here, in general the vast majority of taxpayers will obtain the greatest benefit by reducing their current taxes and investing those tax savings in a taxable investment account.

This information is general in nature, is provided for educational purposes only, and should not be interpreted as accounting, financial planning, investment, legal or tax advice or relied on for any decisions you may make.

According to Alexi Maravel, associate director at Cerulli, the way a particular insurance company is reacting to a likely interest rate hike depends on its business line: «Life insurance companies, which control the largest amount of insurance general account assets and have to match long - duration liabilities with long - duration assets, are making investment adjustments to their surplus assets, while, on the other end of the spectrum, we find health insurers are raising liquidity.»

The Cerulli research discusses management of insurance investment portfolios in the United States, as well as insurance companies» «increasing interest in outsourcing investment functions supporting their general accounts.»

But this collection of articles about investment opportunities and retirement accounts is a good place to start for general information on what might work best for your financial situation and investment portfolio.

This content is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's account should or would be handled, as appropriate strategies depend upon the client's specific circumstances and investment objectives.

Tax rules for investments; a general guide to investing a retirement account; rollovers and direct transfers.

The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs.

Your cash value can grow via interest credited from investment returns in the company's general account, which currently guarantee at least a 2.5 % return.

I've tended to prefer term insurance for death benefit needs and traditional, portfolio - based (meaning investment returns are driven by the insurance company's general portfolio / account) whole life insurance with a mutual insurance company for permanent death benefit and cash accumulation needs.

Offering information, advice and tips on investment, insurance and banking related domains that includes tips on various types of bank accounts, bank deposits, loans and mortgages, credit cards, health insurance, general insurance as well as a host of articles related to personal finance and investment.

That means that the premiums you pay become part of our general account and you have no ability to direct investment choices.

An insurance company's general account is the combined (or aggregated total) of investments and other assets that the insurance company may hold...

If investments made in the separate accounts out - perform the general account of the insurance company, a higher rate - of - return can occur than the fixed rates - of - return typical for whole life.

Your cash value can grow via interest credited from investment returns in the company's general account, which currently guarantee at least a 2.5 % return.

Ohio National provides 18 different investment options to choose from, including the company's general account that acts as a home base and provides a guaranteed 3 % interest rate.

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.

As investment income increases in the carriers general account, the company purchases more options, increasing the cap and participation rates.

But here's the crucial difference: whereas the premiums paid into most standard UL polices earn interest within a life insurance company's General Account, as it's known, Variable Life policies earn interest on a portfolio of investments that you as the policy owner choose from a selection offered by the company (key: check the selections).

Your cash value can grow via interest credited from investment returns in the company's general account.

Investments → Highly skilled Accounting Professional with demonstrated track record of successfully managing broad spectrum of financial reports, general ledger, P&L and Treasury initiatives.