Sentences with phrase «on life insurance and annuity»

«Carter has been a great asset for our company based on his high level of expertise on life insurance and annuity products.

The DRC plan proposes to repeal all «tax expenditures,» and therefore, would result in a tax on life insurance and annuity cash values, and on most employer - provided benefits.

Global Bankers Insurance Group, LLC is an international family of insurance and reinsurance companies, focused on Life Insurance and Annuities.

With its key focus on life insurance and annuities, Phoenix Life Insurance Company provides a wide range of products for customers to choose from.

While «MetLife» will continue to sell products relating to employee benefits and the like, «Brighthouse Financial» will be focus on the life insurance and annuities side of the brand.

Not exact matches

Anyone holding a leverage life insurance annuity, or a 10/8 arrangements (another leverage insurance product) will now be subject to accrual - based taxation and no deduction will be allowed for any portion of the insurance premium paid on the policy.

AAP supports the NAIC Model Laws on Use of Certifications and Professional Designations and Advertisements of Life Insurance and Annuities that have been adopted as law or issued as bulletins / notices in all states.

Review the beneficiaries listed on your retirement accounts, life insurance policies, annuities and trusts, and make sure they're up - to - date.

If you're feeling unsure about making an annuity selection on your own or if you need more information and personal guidance, speak with a qualified financial advisor or life insurance representative.

Examples of will substitutes include: life insurance, retirement accounts, annuities, custodial accounts, trusts, government savings bonds, property held by joint tenancy, property transferred by deeds of title or gifts, and payable - on - death or transfer - on - death accounts.

In setting your initial withdrawal rate, you'll also want to consider how much of your expenses you can cover from Social Security and any pensions, what other resources you have to draw on (home equity, income from an annuity, cash value life insurance, income from a part - time job) and how much of your retirement spending goes to essential expenses that you would have a hard time trimming vs. discretionary items that leave you with a lot more leeway cutting back should you need to in the future.

That's why, at Global Atlantic, we design life insurance and annuity products that concentrate on your goals.

While the company has traditionally focused on annuity products and is known as one of the nation's premier annuity providers, over the past several years we have successfully developed and introduced an array of traditional life insurance products.

It places a strong focus on its core business areas, which include life insurance and annuities, as well as retirement planning services.

Mistake # 7: Forgetting to update beneficiary designations on retirement accounts, life insurance policies, and annuities

Practical commentary on using life insurance, long - term care insurance, disability insurance and annuity products.

On the individual and family side, Ameritas offers life insurance, dental / vision / hearing, retirement plans, disability income, investments, public finance and annuities.

These type of annuity are on the other end of the spectrum, similar to variable life insurance, and offer investment opportunities in the financial markets that are similar to mutual funds.

Both annuities and life insurance contracts have expense charges that rely on assumptions of the future interest to be earned on contract funds.

Guarantees in our life insurance and annuity contracts are based on the claims paying ability of AXA Equitable

Life insurance stocks, meanwhile, make up about five per cent of the composite, and are also poised to capitalize on the balance sheet relief and higher annuity sales that usually come with higher rates.

In helping to ensure that its customers know what they are purchasing regarding life insurance coverage, Vantis Life Insurance Company offers a way to learn about both life insurance and annuity products directly on its webslife insurance coverage, Vantis Life Insurance Company offers a way to learn about both life insurance and annuity products directly on itsinsurance coverage, Vantis Life Insurance Company offers a way to learn about both life insurance and annuity products directly on its websLife Insurance Company offers a way to learn about both life insurance and annuity products directly on itsInsurance Company offers a way to learn about both life insurance and annuity products directly on its webslife insurance and annuity products directly on itsinsurance and annuity products directly on its website.

Here's the shortest bottom line on all forms of annuities and all forms of whole life insurance: If you work in the life insurance business, either as an agent or an employee of a life company, or hold life insurance company stock; then annuities and whole life insurance are the greatest invention since the wheel (because they pay by far the most in immediate commissions of any financial product available today, making them by far the most profitable part of the life insurance company business model).

The cash value of an annuity account is set by the contract, similar to the cash value accumulation and life insurance, and varies between a fixed index annuity on one end of the spectrum AND a variable annuity on the other eand life insurance, and varies between a fixed index annuity on one end of the spectrum AND a variable annuity on the other eand varies between a fixed index annuity on one end of the spectrum AND a variable annuity on the other eAND a variable annuity on the other end.

The agents that the company serves typically offer a variety of products, but TMA specifically focuses on their life and long - term care insurance and annuity businesses.

If things really did get that bad, then most all life insurance companies would be belly up, they won't be paying at all; and so your annuity would be even more worthless than the CHIM, because you could still sell CHIM shares for pennies on the dollar.

If it wasn't for $ 182 BILLION of your bailout tax dollars, the biggest life insurance company in the world (AIG) would have went belly - up and defaulted on everything, including their fixed annuities, in 2009.

So if you're a consumer / investor and your «financial planner» has any of these letters after their name, then you can count on hearing all about how you need to load up on way too much whole life insurance (AKA Variable Universal Life), and / or fixed or variable annuitlife insurance (AKA Variable Universal Life), and / or fixed or variable annuitLife), and / or fixed or variable annuities.

Annuity arbitrage tries to accomplish the same goal with the simultaneous purchase of a life insurance policy and a single premium immediate annuity (also known as a lifetime income annuity) on the same person, but from different carriers.

All guarantees, including death benefit payments, are dependent on the claims - paying ability of New York Life Insurance and Annuity Corporation (NYLIAC) and do not apply to the investment performance of the underlying funds in the variable annuity.

Planned giving brochures: The Heart of Planned Giving The Art of Planned Giving Transfer Your Value and Values Taking Refuge in a Trust Charitable Gift Annuities Gifts can also be made to DVIS when a donor designates DVIS as the beneficiary on their life insurance, IRA, or Pension Plan.

The CEO of Independent Life Insurance Company said, «We believe Independent Life's singular focus on annuities to fund structured settlements will result in excellent service and broker support, as well as upper tier pricing, to improve and help grow the industry.»

He works on the tax - compliant design and administration of life, annuity, and property and casualty insurance products on behalf of insurers, other financial service providers and corporate purchasers.

Before joining Eversheds Sutherland (US), Phil served as chief litigation counsel at the American Council of Life Insurers (ACLI), where he filed more than 350 briefs on significant issues affecting insurers» marketing life, annuity, disability, long - term care and health insurance produLife Insurers (ACLI), where he filed more than 350 briefs on significant issues affecting insurers» marketing life, annuity, disability, long - term care and health insurance produlife, annuity, disability, long - term care and health insurance products.

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.

22 The right under sections 1 and 3 to equal treatment with respect to services and to contract on equal terms, without discrimination because of age, sex, marital status, family status or disability, is not infringed where a contract of automobile, life, accident or sickness or disability insurance or a contract of group insurance between an insurer and an association or person other than an employer, or a life annuity, differentiates or makes a distinction, exclusion or preference on reasonable and bona fide grounds because of age, sex, marital status, family status or disability.

However, we like to concentrate on annuities and life insurance which is what we're going to do today.

The Cincinnati Life Insurance Company focuses on life and disability income insurance and annuitLife Insurance Company focuses on life and disability income insurance and aInsurance Company focuses on life and disability income insurance and annuitlife and disability income insurance and ainsurance and annuities.

Today, over 140 years after its foundation, MetLife remains a worldwide leader in life insurance, annuities and employee benefits programs thanks to its focus on financial strength, integrity and social responsibility.

With the annuity on offer from New Era Life Insurance Company, you can receive guaranteed interest rates, liquidity on the income, and flexibility in terms of premiums.

Customer Service — In this Southern Farm Bureau Life Insurance Company review, we also wanted to speak a little about customer service before giving the full breakdown on life insurance policies and annuities you can choose with the compLife Insurance Company review, we also wanted to speak a little about customer service before giving the full breakdown on life insurance policies and annuities you can choose with theInsurance Company review, we also wanted to speak a little about customer service before giving the full breakdown on life insurance policies and annuities you can choose with the complife insurance policies and annuities you can choose with theinsurance policies and annuities you can choose with the company.

Illustration A document used to show a life insurance or annuity policy's guaranteed and (non-guaranteed) projected values, including cash values, income payments, and death benefits, based on certain assumptions.

Under United States tax law, for example, most owners of variable annuities and variable life insurance can invest their premium payments in the stock market and defer or eliminate paying any taxes on their investments until withdrawals are made.

Sagicor's fixed indexed single premium whole life insurance policy can allow the policyholder to reposition certain low - interest producing assets such as CD's (certificates of deposit), or money markets — and possibly even a fixed annuity — and obtain the opportunity to earn a higher return on the cash value in the policy.

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insuraLife Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life iInsurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life iinsurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insuralife insuranceinsurance.

The Independent Life Insurance Agent Association offers training on a multitude of products involving life and annuities for new and seasoned ageLife Insurance Agent Association offers training on a multitude of products involving life and annuities for new and seasoned agelife and annuities for new and seasoned agents.

The segment's primary focus is on life insurance policies and annuity products that were sold to individuals.

While the company has traditionally focused on annuity products and is known as one of the nation's premier annuity providers, over the past several years we have successfully developed and introduced an array of traditional life insurance products.

If you're feeling unsure about making an annuity selection on your own or if you need more information and personal guidance, speak with a qualified financial advisor or life insurance representative.

And when you're done, you'll find a wide variety of other educational topics on our website to help you get smart about life insurance and annuitiAnd when you're done, you'll find a wide variety of other educational topics on our website to help you get smart about life insurance and annuitiand annuities.