Sentences with phrase «other annuity features»

Some like the idea of getting a monthly check for the interest earned every month while their initial investment still benefits from all the other annuity features.

Those features, plus the other annuity features, make it attractive for the conservative buyer, she said.

Not exact matches

Under these circumstances, you should only consider buying a variable annuity because of its other features, such as lifetime income payments and death benefit protection.

Jackson issues other annuities with similar features, benefits, limitations, and charges.

Other variable annuity carriers are expected to follow, and many have already cut back on features in products they continue to sell.

If you're buying an annuity to fund a qualified retirement plan or IRA, you should do so for the annuity's features and benefits other than tax deferral.

The prospectus contains details on the variable annuity, the subaccounts, contract features, fees, expenses, and other pertinent information.

A set of pros and cons for one annuity type is often completely different when analyzing benefits and features of other types.

Jackson issues other annuities with similar features, benefits, limitations, and charges.

On the other hand, investors who don't offer retirement plan may be enticed to the benefits as well as money management features of the best variable annuities.

You should only use an index annuity in a tax - qualified plan if you want to benefit from features other than tax deferral.

All annuities come with the option to annuitize, but for some it is the key feature of the annuity, and others it's an option at maturity.

Beyond the basic fees are the charges incurred each year if the annuity owner decides to add other benefits or features to the variable annuity contract.

The investor also loses optional death benefits, contract value at death (depending on the timing of the election and contract terms the contract value could be realized over a specified period of time) and most other features purchased with the annuity.

An annuity contract that is purchased to fund a 403 (b) plan should be done so for the annuity's features and benefits other than tax deferral.

You may also want to consider the relative features, benefits, and costs of this annuity with any other investment that you may have in connection with your retirement plan or arrangement.

An annuity contract that is purchased to fund an employer - sponsored retirement savings plan should be done so for the annuity's features and benefits other than tax deferral.

An annuity contract used to fund this qualified employer - sponsored retirement arrangement should be purchased for its features and benefits other than tax deferral.

You may want to consider the relative features, benefits, and costs of this annuity with any other investment that you may have in connection with your retirement plan or arrangement.

Prospectus For investment products (including variable life insurance and variable annuity products), this is a formal written document which explains fees, features, portfolio investment objectives and other details.

Like other annuities, you'll get tax - deferred earnings with the ability to access your features.

These contracts also typically offer a death benefit as well as all of the other features that come standard with modern annuity products.

Annuities offer death benefit features not available in other types of retirement accounts.

Under these circumstances, consider buying a variable annuity only if it makes sense because of the annuity's other features, such as lifetime income payments and death benefit protection.