Sentences with phrase «special insurance investments»

Annuities (or special insurance investments offered as long - term savings or retirement options by insurance companies) can be 1035 - transfered for other annuities.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

Certain Shareholders (including broker - dealers, traders, banks and other financial institutions, insurance companies, real estate investment trusts, tax - exempt entities, Shareholders whose functional currency is not the US dollar or other investors with special circumstances) may be subject to special rules not discussed below.

Under no circumstance would the Co-op «confiscate» special education funds to set up a «private investment / insurance fund to pay for any future cost increases,» as Cotto erroneously states.

These add a savings or investment element to your insurance, but are only appropriate in special cases.

The special perks for educators alone may make this collection of insurance policies well worth your investment.

See if the earnings limits, FDIC insurance, and tax rules of these special CDs are right for your investment portfolio.

Our clients have included a broad range of industry participants such as U.S. and foreign insurance and reinsurance companies and special purpose vehicles, agents and brokers, investment banks, service providers, investors, service contract providers, high net worth individuals and policyholders.

If you see your bike as an investment, talk to your insurance agent about adding a special rider to cover the cost of the replacement.

In the absence of any special deposit schemes, port trusts have shifted their investments to Life Insurance Corporation of Indias (LIC) group pension policies.

Variable Life Insurance is a special type of a Permanent Life Insurance policy in which both the death benefit and the cash value depend on the investment performance of the underlying assets, usually one or two investment accounts known as «separate accounts» (or «sub-accounts») within the insurance company's pInsurance is a special type of a Permanent Life Insurance policy in which both the death benefit and the cash value depend on the investment performance of the underlying assets, usually one or two investment accounts known as «separate accounts» (or «sub-accounts») within the insurance company's pInsurance policy in which both the death benefit and the cash value depend on the investment performance of the underlying assets, usually one or two investment accounts known as «separate accounts» (or «sub-accounts») within the insurance company's pinsurance company's portfolio.

Insuring such cars needs investment by the insurance companies into special underwriters who can specify the best combination of premium rates and coverage that these high - risk cars demand.

Prospectus is a special document providing details about the coverage and the investment options and limitations to people who are interested in purchasing Variable Life Insurance or Variable Universal Life Insurance and investing in it.

HDFC Life Sampoorna Nivesh - This is a special insurance as well as investment plan that aim at optimizing the investments of the customers.

Knowing the special circumstances that insurance companies operate under helps in evaluating whether or not a listed insurance company is a good investment and whether the economic environment...

As a former Series 65 Investment Advisor Representative, Chris also has the unique ability to «put on his financial planning hat» and discuss complex insurance issues such how much life insurance you need, the benefits of term vs. whole life insurance, and has helped hundreds of affluent families as well as business owners with their special needs.

They offer special types of planning for businesses as well, including key man insurance, executive bonus plans, and even voluntary group benefits of the insurance and investment nature.

A special policy called variable universal life insurance (VUL) allows you to diversify your cash value between several accounts similar to mutual funds and make investment choices from a menu provided by the company.

Unit Linked Insurance Plans (ULIP's): Introduction A Unit linked insurance plans are a special kind of insurance policies which have a benefit of life insurance and also serves as an investmInsurance Plans (ULIP's): Introduction A Unit linked insurance plans are a special kind of insurance policies which have a benefit of life insurance and also serves as an investminsurance plans are a special kind of insurance policies which have a benefit of life insurance and also serves as an investminsurance policies which have a benefit of life insurance and also serves as an investminsurance and also serves as an investment tool.

An average policy may contain up to $ 30,000 in coverage to safeguard your investment in your possessions; you can increase your coverage as needed to cover what you own, and you can also add extra coverage to your insurance plan to provide specific coverage for special items of particular value.

You may want to give special consideration to an investment in umbrella insurance in the following circumstances:

«If you have a need for the insurance to fund a trust for heirs or a special - needs grandchild who will require lifetime income, this is the perfect investment for that,» she says.

Examples may include sales commissions, performance bonuses, insurance, vacation time, a flexible work schedule, professional memberships, expenses for relocation, investment programs, use of a company car, special training or education benefits, and company discounts.

Major program investments have included workforce development for preschool and child care providers, home visitation programs, screening to identify children with special needs and link them to assessments and services, health insurance coverage, and social - emotional and behavioral support services for children, families, and providers.

Working hard over the years for our many clients may give us professional satisfaction, but it takes special planning to find good insurance and to secure a comfortable retirement through savings and investment.

You may want to give special consideration to an investment in umbrella insurance in the following circumstances: