Sentences with phrase «with subaccounts»

I don't have separate expense accounts for EACH property - I have one (say) utilities account with subaccounts electric, gas, water.
You say you have separate expense accounts (with subaccounts) for each property, so I would think you'd just run a report filtered to the account (and subaccounts) for each property.
With subaccounts or tools like mint.com, I can only track my spending... i still have to manage my envelopes manually with cash... So I like debit card concept, where each debit card acts like an envelope itself... does that make sense?

Not exact matches

While the value of underlying subaccounts of variable annuities fell through the floor like everything else in the market in 2008, the guaranteed income withdrawal rate (not to be confused with the rate of return of the investment portfolio) did not.
Traditional VAs offer mutual fund subaccount allocations, living benefits and optional income riders with contract fees typically deducted from the fund performance.
Buffered variable annuities stick with index allocations, few subaccounts, no living benefits and no lifetime income riders.
Deferred variable annuities * invest in subaccounts (similar to mutual funds), which fluctuate with the market.
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The subaccount invests in companies outside the United States experiencing rapid earnings, sales, and business unit growth, and with the potential for positive earnings surprises.
The subaccount is managed with no predetermined style bias; its portfolio may contain both growth and value stocks.
The name change does not reflect a shift in subaccount objective or strategy.The subaccount invests in large and midsize international stocks, targeting companies with established earnings growth that are priced below their fundamental worth.
Morningstar RatingTM The Morningstar RatingTM for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.
The Morningstar Rating ™ for funds, or «star rating,» is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange traded funds, closed - end funds, and separate accounts) with at least a three - year history.
Because variable life subaccounts fluctuate with changes in market conditions, the principal may be worth more or less than the original amount invested when the annuity is surrendered.
With most policies you can select from several different investment subaccounts (or investment options).
But instead of investing your money in the insurance company's general account, as with a fixed annuity, your money is invested in a separate account made up of a number of different investment subaccounts.
The subaccount seeks as high a rate of current income as Putnam Management believes is consistent with preservation of capital and maintenance of liquidity.
With an emphasis on high - quality, short - term fixed - income securities, this subaccount seeks to protect principal by attempting to maintain a constant $ 1.00 share price while providing shareholders with easy access to their moWith an emphasis on high - quality, short - term fixed - income securities, this subaccount seeks to protect principal by attempting to maintain a constant $ 1.00 share price while providing shareholders with easy access to their mowith easy access to their money.
The subaccount seeks a high level of long - term total return consistent with the preservation of capital.
The ability to invest in equity - linked subaccounts with your IUL cash account offers you the chance to experience faster growth during periods when the stock market performs well, subject to policy features such as cap and participation rates.
Allocation to these subaccounts are generally credited with an amount of interest based on the growth of the relevant index over a certain period of time, often called the index period, using two methods used to determine the crediting rate:
These restrictions, combined with the lack of any dividend payments from the indices being tracked, means that from a pure growth potential perspective, a direct investment in an index ETF or mutual fund is likely to outperform an IUL index linked subaccount.
The return of the growth is calulated after substracting the MER.75 % of the principal is guarenteed at maturity.You can also withdraw 10 % without any penality in every year from the segregated funds.You can also do SM through Manuone.If you can put 10 % with CMHC insurance, either borrow a lumpsum from the subaccount, if you have the equity, or can use dollar cost averaging.In this case you pay only prime rate for the mortgage aswell as for the subaccount just like a credit line.The beauty of the mauone is that you can pay of the mortgage at any time if you have the money.Any money goes into your account will reduce your principal amount, and you pay only the simple interest at prime for the remaining principal.With a good decipline and by putting the tax returnfrom the investment in to the principal will reduce the principal subsatntially.If you don't have the decipline don't even think of this idea.I am an insurance agent, recently I read this SM program while surfing the net, I made my own research and doing it for my clients.I believe now 20 % downpayment can get a mortgage without cmhc insurance.Fora long term investment plan, Manuone with a combination of Segregated fund investment I believe is the best way to pay off the mortgage quickly and investment for the retirement.
It should be noted that index - linked subaccounts do not pay dividend interest associated with the indices they track.
With VUL, you can choose to allocate your premium to stock, bond, international and money market subaccount investment options.
Because variable annuity subaccounts fluctuate with changes in market conditions, the principal may be worth more or less than the original amount invested when the annuity is surrendered.
Variable annuity subaccounts fluctuate with changes in market conditions; thus, the principal may be worth more or less than the original amount invested when the annuity is surrendered.
The subaccount invests in large U.S. companies with strong revenue and earnings growth prospects.
These subaccounts fluctuate in value with market conditions, and the principal may be worth more or less than the original cost when surrendered.
Please Note: Variable annuities and variable annuity subaccounts do not have CUSIP numbers or stock tickers associated with them.
The Morningstar RatingTM for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.
The Morningstar Rating ™ for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.
Your letter must include the name of the authorized user and your account number and / or any subaccount number issued to the authorized user along with the authorized user's card and any convenience or other access checks issued to the authorized user.
It's called «variable» because you're able to fund it with non-fixed investments, called subaccounts (traded mutual funds), so the account values «vary» daily with the markets.
Instruct your employer to divide a single distribution from the subaccount into two simultaneous payments, with the $ 10,000 in pre-tax dollars going directly to a traditional IRA and the $ 30,000 in after - tax dollars going directly to a Roth IRA.
The initial payment you receive with this arrangement is typically smaller than what you would receive with an immediate annuity, but the idea is that you also get to invest in mutual fund - like «subaccounts» that can boost the size of the payment you receive over time.
You can also keep your obsolete variable annuity or variable life insurance product, and then use asset allocation modeling techniques to optimize its performance, using only the existing subaccount choices that you're stuck with.
The only loser is the life insurance company / agent / and subaccount managers with the obsolete inferior VA that you escaped from.
You can replace any of them in any asset class with mutual funds of your choice, ETFs, index funds, stocks, bonds, individual securities, life insurance company subaccounts, 401 (k) options, or anything else you want to.
Overall, variable universal life insurance can provide policy holders with a number of different subaccount options — which can also include fixed option choices that have a minimum rate of interest.
So owners can get back their premiums, minus fees, without tax consequence — as long as their subaccounts» performance has kept up with the cost of insurance.
Rather than growing at a set rate of interest, though, with variable universal life, the funds in the cash component are actually managed professionally (unlike variable life policies that are managed by the policyholder) in underlying «subaccounts» and can be in entities such as stocks, bonds, and mutual funds.
Overall, variable universal life insurance can provide policy holders with a number of different subaccount options — which can also include fixed option choices that have a minimum rate of interest.
You should receive a prospectus annually that describes each of the subaccounts in the separate account along with information about how to reallocate values among the subaccounts.
The policyholder takes on the risk of the subaccount performance rather than the insurance carrier, creating a policy that is most appropriate for individuals who want to manage their own cash value accounts and risks associated with them.
Under a variable universal life contract, policyholders have numerous investment subaccounts available to them like they do with variable life policies but also have the flexibility in premium payments and frequency offered by universal life policies.
With VUL, you can choose to allocate your premium to stock, bond, international and money market subaccount investment options.
Because variable life subaccounts fluctuate with changes in market conditions, the principal may be worth more or less than the original amount invested when the annuity is surrendered.
They come with myriad fees and charges, including mortality and expense fees, mutual fund subaccount management fees, contract maintenance fees and other miscellaneous costs.
Each Movies Anywhere account can have one master account and several subaccounts, each with their own parental controls (ratings restrictions, etc.) and recommendations.
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