Sentences with phrase «value returns tied»

Alternately, some universal life insurance contracts have cash value returns tied to an equity index such as the S&P 500.

Not exact matches

So, while it might be great to be able to put our money to work in an investment vehicle that produced double - digit returns, we may not be able to afford to tie up our capital for that long or to sustain huge swings in our portfolio's value.

not incidentally it allows you tie down the price level by allowing the medium of exchange to becstrictly dominated in return by a risk free store of value.

When home values over many years of ownership rapidly increase, but their rents don't increase at that same pace, your return, not on your initial investment, but on the money tied up in the property drops.

Guaranteed Universal Life Insurance ties policy cash value growth to a fixed interest rate of return

Unfortunately, to protect against such revelations and tie sponsors down, plan providers often use back end loads and / or provisions to recapture returns on stable value funds, leaving many plan sponsors feeling trapped.

Hedging would unduly tie Fund returns to the price of oil and other commodities as they drive the foreign exchange value of the Canadian dollar.

In this case, the plan works similarly to a regular universal life policy, except that the return on the policy's cash value is tied to the performance of a market index (such as the S&P 500).

The CPP Investment Board sees «no compelling reason to hedge equity - related currency exposure,» largely because «hedging would unduly tie Fund returns to the price of oil and other commodities as they drive the foreign exchange value of the Canadian dollar.»

In this case, the plan works similarly to a regular universal life policy, except that the return on the policy's cash value is tied to the performance of a market index (such as the S&P 500).

An indexed universal life insurance policy will have the return on its cash value component tied into an underlying market index, such as the S&P 500 or the Dow Jones Industrial Average.

Variable life insurance has the return on its cash value component tied to underlying investments such as mutual funds (although the funds are not directly invested in these vehicles).

Furthermore, because the cash value is tied to the performance of the stock market and the individual investments chosen by the owner, the rate of return is virtually impossible to predict.

Guaranteed Universal Life Insurance ties policy cash value growth to a fixed interest rate of return