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Indexed

I. Introduction

1 An Overview of Equity-Indexed Annuities Craig McCann, PhD and Dengpan Luo, PhD 1 Equity-indexed annuities are complex investments sold by insurance companies that pay investors part of the capital appreciation in a stock index and guarantee a minimum return if the contract is held to maturity.

Indexed Annuities

1 Investor Bulletin: Indexed Annuities. An indexed annuity is a type of contract between you and an insurance company. During the accumulation

Indexed CDs offer safety, but there's still risk

With the global economy still on uncertain footing, consumers are on the lookout for investments that limit downside risk. One such product is an indexed CD, or ICD, a hybrid that couples the principal protection of a plain vanilla certificate of deposit with the upside promise of the equity ...

Page 1 of 2 Co mpliance

· WW_5118_CA_2011Index (Jun 2011) Page 1 of 2 Co mpliance Aler t IRS Indexed Figures for 2011 - Updated Mileage Rates Tax Benefit 2010 2011 Adoption Credit

A Securian Company Keeping life affordable - Eclipse ...

Eclipse Protector Indexed Life Insurance m A Securian Company Keeping life affordable At-a-glance An indexed, universal policy with interest crediting potential

EQUITY INDEXED PRODUCTS-- WHAT ARE THEY AND HOW DO THEY WORK?

EQUITY INDEXED PRODUCTS--WHAT ARE THEY AND HOW DO THEY WORK? Hugh Alexander ALEXANDER LAW FIRM, P.C. October, 1998 EQUITY INDEXED PRODUCTS -AN INTRODUCTION This paper is written to bring the reader information on what equity indexed products are and generally how they work.

Benefits and Limitations of Inflation Indexed Treasury Bonds

Benefits and Limitations of Inflation Indexed Treasury Bonds By Pu Shen I n recent years, members of Congress and academia have repeatedly urged the U.S. Treasury to issue some portion of its debt in the form of inflation indexed bonds.

Hedging Strategiesfor Indexed UL Products Data, Analysisand ...

Hedging Strategies for Indexed UL Products Data, Analysis and Implications Bobby Samuelson SamuelsonDesign 10/18/11 Abstract Life insurance carriers are required to record all derivative trades in Schedule DB of the annual statutory Schedule

An Economic Analysis of Equity-Indexed Annuities

0 An Economic Analysis of Equity-Indexed Annuities September 10, 2008 Submitted to the North American Securities Administrators Association (NASAA) Prepared by Craig J. McCann, PhD, CFA Securities Litigation & Consulting Group, Inc. (SLCG)* * Securities Litigation & Consulting Group, Inc. (SLCG ...

RATE LOCK PROCEDURES FOR FIXED INDEXED DEFERRED ANNUITIES

Issued by Jefferson-Pilot Life Insurance Company (“Jefferson-Pilot Life”, “Company”) PO Box 21008, Greensboro, NC 27420 RATE LOCK PROCEDURES FOR