Sentences with phrase «group fixed annuity»

AXA Retirement 360 SM is a defined contribution program with all the benefits of open architecture, including a large variety of mutual funds and a group fixed annuity.

AXA Equitable is solely responsible for meeting the obligations of the group fixed annuity contract.

The AXA Retirement 360SM defined contribution program consists of a custodial account offered through Reliance Trust Company, LLC, within which plan participants» chosen mutual fund shares are held, as well as a group fixed annuity contract (Generic Form Number 2016FA - MFrev, 2016FA - MF403b) issued by AXA Equitable Life Insurance Company («AXA Equitable»).

1 «Retirement Certainty» specifically refers to the AXA Fixed Account available through a group fixed annuity issued by and backed by the claims - paying ability of AXA Equitable Life Insurance Company (AXA Equitable).

Not exact matches

Jim Poolman, IALC's executive director, stated that while the group's litigation is «not disputing that retirement advisors should act in the best interests of their clients,» DOL's rule «will harm millions of hard - working Americans who need the principal protection and lifetime guaranteed income that fixed indexed annuities offer.»

The benefits to be provided to program participants must be provided through contracts, including individual contracts or individual certificates issued for group annuity or other contracts, which may be fixed, variable, or both, in accordance with s. 403 (b) of the Internal Revenue Code.

As each of these groups — Baby Boomers, millennials, women and soon - to - be-retirees — look at retirement planning, fixed indexed annuities (FIAs) have become an increasingly popular tool in ensuring their retirement plan is balanced.

But another stat highlighted in IALC's press release did grab my attention: namely, 52 % of Millennials — more than any other age group — said they were interested in fixed indexed annuities.

If you fall into that pension - deprived group, Milevsky suggests you consider gradually adding fixed and variable life annuities to your portfolio in the first few years after you turn 65 until they comprise roughly one - third of your portfolio at 75.

Mr. Devault joined the Liberty Bankers Insurance Group in June 2004 and has been an integral part of the design and development of our growing portfolio of fixed annuity products.

HSBC Choice Checking $ 200 Welcome Deposit: For this offer, New Money is defined as deposits not previously held by any member of the HSBC Group in the U.S. Accounts / Assets that are ineligible for New Money include: insurance products; fixed and variable annuities; 529 College Savings Plans; any retirement accounts including but not limited to IRAs, Keogh, Simple IRAs, and 401 (k) Plans; UTMA and UGMA accounts; commercial accounts; and revocable or irrevocable trust accounts and estate accounts.

We provide a full range of legal and regulatory services to insurance companies, broker - dealers and service providers relating to the design, marketing, and sale of variable insurance products, individual and group annuities, fixed indexed annuities, market - value - adjustment products, synthetic annuities, BOLI, funding agreements, stable value wrap contracts, and other innovative products.

A subsidiary of mutual insurance giant Mutual of Omaha, United of Omaha Life Insurance offers a range of protection and retirement products to employer groups and individuals, including life insurance, fixed annuities, and related financial products and services in all states but New York (where sister firm Companion Life Insurance Company of New York operates).

In addition, as subsidiary of the Lincoln group, the company is also included in the accolade given to the group: number 27 on Fortune 500, number three company when it comes to insurance sales, number five company with the largest amount of variable annuity plans sold, and number nine in overall ranking for total sales of fixed annuity plans.

The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance ComGroup Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Comgroup fixed and variable annuities issued by Nationwide Life Insurance Company.

The Nationwide Group Retirement Series includes unregistered group fixed and variables annuities and trust progGroup Retirement Series includes unregistered group fixed and variables annuities and trust proggroup fixed and variables annuities and trust programs.

It has a comprehensive product portfolio which includes permanent life, universal life, term life, pre need funeral planning, final expense, fixed annuities, and group insurance.

National Life Group offers both immediate and deferred annuities, as well as those that are categorized as fixed, fixed indexed, and variable.

Specifically, they offer individual and group fixed - rate and variable annuity contracts in addition to term and variable life insurance.

Principal products for retirement include fixed annuities, variable annuities, mutual funds, small business 401 (k) programs, individual (k) programs, structured settlement annuities, and single premium group annuity contracts.