Sentences with phrase «rollup rate»

Regrettably, all too many of those buyers believe that, for that extra cost, they will earn a guaranteed «investment return equal to the «rollup rate» of the annuity.

1 Annual Compounding is referred to as Rollup Rate in the prospectus and contract.

Not exact matches

We were concerned with the high leverage, the aggressive rollup strategy, governance issues and long - term growth rate assumptions amongst other things.

Much of this growth came from consumers buying FIAs with guaranteed living withdrawal benefits (GLWBs), some with benefit base rollups as high as 8 or 9 percent and withdrawal rates greater than those in variable annuities, the report said.