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26 Resources for

income and annuity

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Income: money received by a company or individual; Income definition on BNET »

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Immediate Annuity Calculator: An immediate annuity is a product sold by insurance companies that is designed to provide you with an income stream for life. The income, by definition, is designed to start immediately - although some immediate annuities allow you to defer payments for up to one year. It is very important...; Tags: Annuity, Income, Investment, Finance; Tools & templates 2008-01-01
Sun Life Financial Pioneers Income ON Demand, the Annuity Industry's First Income Storage Benefit: WELLESLEY, Mass. -- Responding to the needs of Baby Boomers for more flexible annuity income, the U.S. division of Sun Life Financial (NYSE: SLF, TSX: SLF) today announced the launch of Income ON Demand, the industry's first-ever Income Storage Benefit ISB. Available for an additional cost with most Sun Life...; Tags: annuity, financial, income, Sun Microsystems Inc.; Research articles 2007-03-05
Roll-Ups Grow to 7%.(SPOTLIGHT)(ING U.S. Financial Services)(Nationwide Financial Services Inc.)(Brief article): Nationwide Financial Services and ING U.S. Financial Services each recently introduced minimum 7% annual roll-ups on their variable annuity income benefit bases. Benefit bases are shadow accounts used only to determine future guaranteed income. Most Nationwide Financial Services and ING U.S. Financial Services each ...; Tags: annuity, benefit, financial service, income, ING Group, withdrawal; Research articles 2007-11-01
The Relationship Between Income and Health Insurance; Retirement Annuity and Employment-Based Pension Income; and Facts From EBRI: Finances of Employee Benefits, 1960-2003: The census bureau finds that individual with family income of $50,000 or more account for 11 million individuals (or 25 percent of the uninsured) and is the fastest-growing segment of the uninsured. This report examines why this apparently high-income population does not have health insurance coverage. The most recent Census...; Tags: Operational Accounting, Human Resources, Business Operations, Corporate Insurance, Finance, Insurance, Healthcare, Benefits, Pension, Health Care, Income, Annuity, Employee Benefit, Health Insurance; White papers 2005-02-01
Can the Private Annuity Market Provide Secure Retirement Income?: Annuity premiums are often assumed to be constant, although they can be expected to vary with the yield curve. Variations in premiums will become an important public policy issue defined-contribution DC pension plans play an increasingly prominent role in providing retirement income. As DC plan holders retire, many will annuitize...; Tags: Financial Services, Finance, Annuity, Financial Planning, Investment, Income, Interest Rate; White papers 2004-12-01

Sun Life Financial Announces SunDex Advantage - New Fixed Index Annuity Guarantees Income for Life: WELLESLEY, Mass. -- Features Include Greater Control and Access to Income, Protection from Market Downturns and Potential Interest Earnings Linked to the S&P 500 Index; Tags: annuity, financial, income, Sun Microsystems Inc.; Research articles 2006-09-05
Sun Life Financial Launches Retirement Income Escalator - New Variable Annuity Benefit Features 7% Annual Bonus: Age-Tiered Withdrawal Percentages Provide 5, 6 or 7% Lifetime Withdrawal; Tags: annuity, financial, income, Sun Microsystems Inc.; Research articles 2008-05-05
Integrating Payouts: Annuity Design and Public Pension Benefits: This chapter focuses on the design of annuities and similar retirement income instruments. It is especially concerned with interactions between annuity preference and underlying publicly-provided safety net support. Because DC-type plans expose individuals to investment and inflation risk, governments often provide guarantees on pension fund benefits, as well as non-...; Tags: Investment, Pension, Income, Benefit, Finance, Annuity; White papers 2002-10-08
Inflation Adjusted Option Added to Income Solutions®, an Annuity Platform Offered by Hueler Companies; New Option, Offered by AIG, MetLife and the Principal Financial Group, Enhances Platform's Fixed Income Annuity Products: MINNEAPOLIS -- Responding to the needs of participants seeking to protect their purchasing power throughout their retirement, Hueler Companies, the Minneapolis-based provider of the Income SolutionsR immediate annuity platform, announced today the addition of an inflation adjusted income annuity option to its platform.; Tags: annuity, fixed income, income, inflation, MetLife Inc., Principal Financial Group; Research articles 2006-02-14
SmartFlex card available for prepaid accounts.(Product Watch): Motivano Inc. in New York, in conjunction with UMB Financial Corp. in Kansas City, Mo., has announced the availability of a new "smart card,'' called SmartFlex, designed to eliminate the paperwork involved in the management of flexible spendin Motivano Inc. in New York, in...; Tags: annuity, income, investor, MetLife Inc.; Research articles 2004-11-15
Pru income drawdown aimed at mid market; Flexible Income Drawdown Plan can be combined with flexible annuity.(Prudential Asset Mngt): By Holly Thomas By Holly Thomas; Tags: annuity, income, Prudential Insurance Company of America; Research articles 2002-09-09
The problem with lump sum distributions and what to do about it: A few years back I was involved in an acquisition, and the acquired company allowed lump sum distributions from its defined benefit plan. Our management tried to remove the lump sum option. The union understood our concerns, but given that over 99% of ret A few years back I was...; Tags: 401(k) plan, annuity, benefit, income, MetLife Inc.; Research articles 2006-11-01
An new annuity for the retiring rich. (New Products, Services).: The Phoenix Companies. Inc. in Hartford, Conn., unveiled a fixed single premium immediate annuity designed to meet the income needs of affluent clients who are nearing retirement. In exchange for a single ... The Phoenix Companies. Inc. in Hartford,...; Tags: annuity, income, payment, Phoenix Technologies; Research articles 2002-12-02
Prudential Financial Announces Enhancement to Strategic Partners Annuity One; Innovative Income Appreciator Benefit Can Add Up to 25% to Contract Earnings: Business Editors; Tags: annuity, benefit, income, Prudential Insurance Company of America; Research articles 2003-01-06
GE's IVA solves for 'end game' need. (Products).(income annuity from GE Financial)(Brief Article): GE Financial, Richmond, Va., is marketing an income annuity that was structured from the buyer's point of view--and, in particular, the viewpoint of Matthew Sharpe. GE Financial, Richmond, Va., is marketing an income annuity that was structured from the buyer's point of view--and, in...; Tags: annuity, financial, game, General Electric Co., income; Research articles 2002-08-05
The Phoenix Companies, Inc.: Are clients asking you about retirement income strategies? One way they can create consistent retirement income is through immediate annuities, which convert a lump sum payment into an income stream delivering payments monthly, quarterly, semi-annu Are clients asking you about retirement income strategies? One...; Tags: annuity, income, payment, withdrawal; Research articles 2003-05-01
Firms bolster efforts to woo newly and soon-to-be retired; Ten-year window considered "crucial'' for advisers.(News): Byline: Lisa Shidler CHICAGO - Timing is everything when it comes to preparing investors for retirement. With baby boomers barreling toward retirement, many financial services companies are stepping up their efforts to promote products a ...; Tags: advisor, annuity, income, investor, Prudential Insurance Company of America, window; Research articles 2006-08-07
Novel VA offers guarantee with upside potential; Genworth annuity may be the ticket for boomers.(News): Byline: Liz Skinner WASHINGTON - Baby boomers looking to retire in about a decade and professional athletes seeking to ensure their incomes last longer than their knees are embracing a unique twist on a variable annuity. ...; Tags: advisor, annuity, General Electric Co., income, payment; Research articles 2004-08-30
Insurers lobby Congress to revive annuity sales.(Brief Article): Pension reform targeted to wrest managed funds Take your money from an annuity policy as a lump sum when you retire: pay income tax. Take it as monthly payments over your lifetime: pay capital gains tax. ...; Tags: annuity, income, tax, U.S. Congress; Research articles 1999-11-29
Reversionary annuity approved for patent.(US Patent Office's approval of patent for Allianz Life Insurance Company of North America's Family Income Legacy annuity): US Patent Office has approved the patent for Allianz Life Insurance Company of North America's Family Income Legacy annuity. The reversionary annuity requires a named insured, a beneficiary and a monthly premium like the basic life insurance and offers thUS Patent Office has approved the patent for Allianz Life Insurance...; Tags: annuity, beneficiary, income, patent, U.S. Patent and Trademark Office; Research articles 1998-01-26