Sentences with phrase «value funds accrued»

Additionally, the cash - value funds accrued with a permanent life policy are tax deferred in many cases.

Not exact matches

In any case, in addition to the court - determined fair value price, the plaintiff also gets accrued interest of 5 % over the federal funds rate.

Since she has left the academic world and is not now contributing to a 403 (b), he says, she could probably make the move without having to pay «surrender charges» — penalties for terminating a policy or withdrawing funds from the accrued value before a set time.

These reflect changes in the value of an asset held in inventory, plus accrued interest, and funding and hedging costs.

The adjusted data reflect the value of actual pension benefits accrued each year by teachers, not merely what the governments happen to contribute to their pension funds each year.

Fifteen years ago, Alex purchased a participating whole life policy for the purpose of accruing cash value, planning for college funding and also securing a permanent death benefit for his family.

You may have the option to use the cash value to fund the policy, leaving you with no premiums to pay and a small cash value accruing dividends over the next few decades.

Yes, the cash value in the policy takes some time to accrue in the same way that any other business requires start up capital to get going... but when the policy is funded, the magic begins.

«Guaranteed 48 hours Fund Value release» means release of the cheque on intimation of death of Life Insured towards the Fund Value accrued under your policy, in the beneficiary's name within 48 hours and does not in any way indicate acceptance of any other policy liability.

In this context, assets include total market value of the fund's investments (priced using the closing price of all the assets on the day the NAV is calculated), cash and cash equivalents, receivables and accrued income.

Here, assets include the total market value of the fund's investments, cash and cash equivalents, receivables and accrued income.

The second principal feature of a stable value fund is a «wrap contract» issued by an insurance company or other financial institution that provides a guaranty that investors will receive the «book value» of their account, the value of their initial investments plus interest accrued at certain intervals of time that reflects the performance of the underlying bond fund.

Funding a split dollar plan is a way to reward a key employee while accruing cash value in a whole life insurance policy that can serve as a ready source of funding for the emFunding a split dollar plan is a way to reward a key employee while accruing cash value in a whole life insurance policy that can serve as a ready source of funding for the emfunding for the employer.

Of course, depending upon your financial circumstances, step one can take some time because, just like purchasing real estate and any other assets, there are some start up costs for properly funding your policy and allowing your cash value to accrue.

The assets taken to calculate the ULIP NAV include the market value of investments held by the insurance company's fund, the value of the fund's current assets and any accrued income.

Furthermore, all future premiums are waived off and are paid for by the company as and when they accrue and on maturity, the Fund Value is paid.

If the insured surrenders the policy before the completion of 5 year then the difference of fund value and policy discontinuation charge will be credited to the Discontinued Policy Fund account and will accrue interest @ 4 % pfund value and policy discontinuation charge will be credited to the Discontinued Policy Fund account and will accrue interest @ 4 % pFund account and will accrue interest @ 4 % p.a..

You may have the option to use the cash value to fund the policy, leaving you with no premiums to pay and a small cash value accruing dividends over the next few decades.

On maturity, the Fund Value is payable including accrued loyalty additions which can be availed in lump sum or taken in instalments over a period of 5 years through the Settlement Option feature

Old formula as prescribed by IRDA and as contained in the policy document: Market value of the investment plus / (minus) expenses incurred in the purchase / (sale) of assets plus current assets and accrued interest (net of fund management charges) less current liabilities and provisions, divided by, number of units outstanding under the fund at valuation date (before creation / redemption of units).

Accrued benefit payout as per Scheme Rules of Group Policyholder will be made subject to the available Fund Value.In case of bulk exit or complete surrender of the Scheme prior to the third renewal of the Scheme, Market Value Adjustment will be applicable.

Of course, depending upon your financial circumstances, step one can take some time because, just like purchasing real estate and any other assets, there are some start up costs for properly funding your policy and allowing your cash value to accrue.

The death benefit could be assigned to the employee's loved ones and the accruing cash value in the policy could ultimately be used by the employer to fund payments (retirement income) of the key employee.

Funding a split dollar plan is a way to reward a key employee while accruing cash value in a whole life insurance policy that can serve as a ready source of funding for the emFunding a split dollar plan is a way to reward a key employee while accruing cash value in a whole life insurance policy that can serve as a ready source of funding for the emfunding for the employer.

Yes, the cash value in the policy takes some time to accrue in the same way that any other business requires start up capital to get going... but when the policy is funded, the magic begins.

It also includes a cash value component that accrues value over time, allowing you to borrow or withdraw funds as needed.

Fifteen years ago, Alex purchased a participating whole life policy for the purpose of accruing cash value, planning for college funding and also securing a permanent death benefit for his family.

You can typically borrow up to the cash value on your policy (that would include the portion of your paid premiums that have been designated for the cash value account, along with any accrued interest on those funds).

Alternatively, this person could purchase a whole life policy that will not only pay that policy face value if they should die before their children are through college, but would also accrue a cash value that would provide additional benefits to his or her family or a growing fund of emergency money.

Later, after value has accrued, you can borrow funds to pay for sudden expenses.

«Guaranteed 48 hours Fund Value release» means release of the cheque on intimation of death of Life Insured towards the Fund Value accrued under your policy, in the beneficiary's name within 48 hours and does not in any way indicate acceptance of any other policy liability.