Sentences with phrase «in equity index annuities»

By the way just how much money did people lose in Equity Index annuities this past year, two years, three years or ever due to the market??? Oh, opps that would be NONE as in Zero.

There are a number of factors one should evaluate before investing in an equity indexed annuity (including but not limited to: rates, indexes, crediting strategies, surrender charges, surrender fees, riders, etc.).

Not exact matches

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Despite a drop in fixed indexed annuity sales last year, the president of American Equity Investment Life Insurance Co. said Friday the company has no intention of steering sales away from the independent agent channel.

Jane — As a former RIA I decided to move ALL my clients out of the rigged stock market in March of 2000 and into Equity Indexed annuities for the sole purpose of protecting their investments.

Although there are many different variations, the basic idea is the same: Equity - indexed annuities typically promise some guaranteed rate of return, much like a fixed annuity, but they also offer participation in equity market reEquity - indexed annuities typically promise some guaranteed rate of return, much like a fixed annuity, but they also offer participation in equity market reequity market returns.

As with the other annuities, earnings in equity - indexed annuities increase on a tax - deferred basis, and holders pay income tax on their distributions.

An Equity Indexed annuity is a Fixed Annuity where the rate of interest is typically set to an index like the S&P 500 Index (but there are many more in today's marindex like the S&P 500 Index (but there are many more in today's marIndex (but there are many more in today's market).

The two examples above only represent a very small percentage of the many methods used to credit interest in an equity - indexed annuity.

An indexed annuity is not an investment in an index, is not a security or stock market investment and does not participate in any stock or equity investments.

Over the last few years a few very creative insurance agents have come up with names for fixed indexed annuities (or equity indexed annuities) in order to make the public believe they had the «magic bullet» annuity.

Indexed annuities do not directly participate in any stock or equity investments.

Taking $ 100,000 out of Balanced Index Fund and putting it in an annuity would reduce your equity investment down to only 21.4 percent of your portfolio.

They know of no Canadian insurance company that offers a true deferred income annuity (DIA or ALDA), not do they offer a variable income annuity or equity - indexed annuities with living benefits: all available in the US.

In general, I think that small investors are best served through simplicity, and the various variable and equity - indexed annuities don't pass that test.

American Equity Investment Life Holding Company is engaged in the development and sale of index and fixed rate annuity products.

Albert Einstein The majority of people who purchase equity - indexed annuities have no idea they could accomplish their goals in a much cheaper, simpler way.

Tom follows new developments in regulatory issues, and guides his clients in matters affecting mutual funds, variable insurance products, fixed annuity contracts and equity index products.

The death benefit on most equity - indexed annuities is equal to the full contract value, i.e. premium plus accrued gains compounded annually minus any prior withdrawals, calculated as of the date of death, or in some cases, as of the last contract anniversary.

While once upon a time there were few reasons to purchase a deferred annuity besides the preferential tax - deferral treatment, since the early 2000s annuities has been increasingly popular for their guaranteed living benefit riders, along with enhanced death benefit, unique investment features (in the case of certain equity - indexed annuities), or outright superior fixed income yields (with some fixed annuities).