Sentences with phrase «involving life and annuities»
The Independent Life Insurance Agent Association offers training on a multitude of products involving life and annuities for new and seasoned agents.
https://www.trkingim.com/ Not exact matches
A charitable gift annuity involves a simple contract between you and Tufts Medical Center and Floating Hospital for Children where you agree to make a gift to Tufts Medical Center and Floating Hospital for Children and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
Given the number of uncertainties involved in trying to estimate a sustainable level of retirement spending — how the markets will perform, how long you'll live, what your actual expenses will be (although on that score, doing a retirement budget can help)-- you might also consider turning a portion of your nest egg into income assured to last no matter how long you live and regardless of how the markets fare by investing in an immediate annuity or longevity annuity.
Securities (including mutual funds and variable life insurance) and annuities involve investment risks, including the possible loss of value.
Annuities, which involve buying a guaranteed future payout, are another thing you can consider, especially if you think you're set for a long life and face a higher threat of outliving your money.
A charitable gift annuity involves a simple contract between you and Animal League America where you agree to make a gift to Animal League America and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
defense of regulatory investigations of broker - dealers involving sales of 529 plans, mutual funds, life insurance products and annuities;
Wilson Barmeyer defends class action lawsuits, complex business litigation matters, and governmental regulatory examinations and audits, with a focus on litigation and regulatory matters involving financial services, life insurance and annuities, and broker - dealers.
With most of their business involving term life insurance policies, and the remainder originating from annuity investors, suffice it to say SBLI are experts in their field.