ABC Bank & Trust Company "Split Dollar Life Insurance Plan" ESTIMATED PLAN BENEFITS AS OF 12/31/2014 (1)

Size: px
Start display at page:

Download "ABC Bank & Trust Company "Split Dollar Life Insurance Plan" ESTIMATED PLAN BENEFITS AS OF 12/31/2014 (1)"

Transcription

1 Billy Banker 06/25/1963 Specified Amount () Limited To % Of NAR Lincoln National Life Ins Co XYZ

2 Jane Banker 08/18/1971 Specified Amount () Limited To % Of NAR Guardian Life XYZ131 25, MassMutual MM123 24,

3 Joe Banker 10/06/1975 Specified Amount () Limited To % Of NAR Guardian Life XYZ

4 Eddie Executive 07/11/1945 Specified Amount (1,2) Limited To % Of NAR MassMutual XYZ , New York Life XYZ , Northwestern Mutual XYZ , ,2 5, ,993.00

5 Jane Executive 05/03/1965 Specified Amount () Limited To % Of NAR Lincoln National Life Ins Co XYZ

6 Joe Executive 02/12/1961 Specified Amount (1) Limited To % Of NAR Lincoln National Life Ins Co XYZ

Dividend Interest Rate Comparisons

Dividend Interest Rate Comparisons Dividend Interest Rate s Prepared by Individual Life Product Development and Support January 2014 The Guardian Life Insurance Company of America New York, NY 10004 Pub4774 (1/14) 2014-0925 Notes on Dividend

More information

TERMout 1. JUMPin Additional Insurance Program. Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013

TERMout 1. JUMPin Additional Insurance Program. Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013 Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013 TERMout 1 Term Insurance Conversion Program Convert term from companies on our approved list with reduced underwriting

More information

TOP Eligible Term Carriers

TOP Eligible Term Carriers The following is a comprehensive list of qualifying Term carriers for the Transamerica Opportunity Program (TOP) from Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company.

More information

Term Insurance Update

Term Insurance Update Term Insurance Update November 19, 2009 Michael Fox, FSA, MAAA 2 nd Vice President Protective Life Insurance Term Insurance Update LIMRA 2 nd Quarter Sales Report Historical Rate Trends Redundant Reserves

More information

Attendees Titles and Companies

Attendees Titles and Companies Attendees Titles and Companies Title, Life & Health Insurance Account Executive Senior Account Executive Chief Executive Officer VP, Marketing Strategy Market Research Manager Research Manager - Product,

More information

DUNNING PLACE. Minimizing the Risk of Financial Abuse When You Appoint an Attorney. Ministry of Justice and Attorney General

DUNNING PLACE. Minimizing the Risk of Financial Abuse When You Appoint an Attorney. Ministry of Justice and Attorney General DUNNING PLACE Minimizing the Risk of Financial Abuse When You Appoint an Attorney Ministry of Justice and Attorney General 2 MINIMIZING THE RISK OF FINANCIAL ABUSE WHEN YOU APPOINT AN ATTORNEY The purpose

More information

Marketing & Research Conference Attendees Titles & Companies

Marketing & Research Conference Attendees Titles & Companies Marketing & Research Conference Attendees Titles & Companies Title Account Development Manager, Financial Services Strategy Field Marketing FSI Enterprise Field Marketing Chief Executive Officer VP, Marketing

More information

2013 Insurer Supplier Diversity (ISD) Data Call TABLE: Companies by Procurement Information (Form A1 and A2)

2013 Insurer Supplier Diversity (ISD) Data Call TABLE: Companies by Procurement Information (Form A1 and A2) 2013 Insurer Supplier Diversity (ISD) Data Call TABLE: Companies by Procurement Information (Form A1 and A2) Note: The tables below reference which company reports include procurement information. Form

More information

TOP 15 & TOP 25 Program Details

TOP 15 & TOP 25 Program Details TERM TOP 15 & TOP 25 Program Details The Transamerica Opportunity Program (TOP) from Transamerica Financial Life Insurance Company offers qualifying clients an easier way to increase or extend their existing

More information

SUTHERLAND 202,383.0100 Fax 202.637.3593

SUTHERLAND 202,383.0100 Fax 202.637.3593 1275 Pennsylvania Avenue, NW Washington, DC 20004-2415 SUTHERLAND 202,383.0100 Fax 202.637.3593 www_sutherlond,com ATLANTA AUSTIN HOUSTON NEW YORK TALLAHASSEE WASHINGTON DC June 11, 2009 VIA ELECTRONIC

More information

An Educational Guide for Business Owners. MassMutual s QuickClose SM Program. The collateral you need to close on your business loan fast!

An Educational Guide for Business Owners. MassMutual s QuickClose SM Program. The collateral you need to close on your business loan fast! An Educational Guide for Business Owners MassMutual s QuickClose SM Program The collateral you need to close on your business loan fast! You know just what it ll take for your business to succeed. Depending

More information

THE CHARTERED INSURANCE INSTITUTE. Read the instructions on page 3 carefully before answering any questions.

THE CHARTERED INSURANCE INSTITUTE. Read the instructions on page 3 carefully before answering any questions. THE CHARTERED INSURANCE INSTITUTE P85 Diploma in Insurance Unit P85 Claims practice October 2012 examination Instructions Two hours are allowed for this paper. Do not begin writing until the invigilator

More information

DECLARATION OF PERFORMANCE NO. HU-DOP_TN-212-25_001

DECLARATION OF PERFORMANCE NO. HU-DOP_TN-212-25_001 NO. HU-DOP_TN-212-25_001 Product type 212 (TN) 3,5x25 mm EN 14566:2008+A1:2009 NO. HU-DOP_TN-212-35_001 Product type 212 (TN) 3,5x35 mm EN 14566:2008+A1:2009 NO. HU-DOP_TN-212-45_001 Product type 212 (TN)

More information

Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible.

Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible. UL TOP Program Details The Transamerica Opportunity Program (TOP) from Transamerica Life Insurance Company offers qualifying clients an easier way to increase or extend their existing term life coverage

More information

DECLARATION OF PERFORMANCE NO. HU-DOP_TD-25_001

DECLARATION OF PERFORMANCE NO. HU-DOP_TD-25_001 NO. HU-DOP_TD-25_001 Product type TD 3,5x25 mm EN 14566:2008+A1:2009 NO. HU-DOP_TD-35_001 Product type TD 3,5x35 mm EN 14566:2008+A1:2009 NO. HU-DOP_TD-45_001 Product type TD 3,5x45 mm EN 14566:2008+A1:2009

More information

Defined Contribution Retirement Plans 403 (b) & 457 VENDOR LISTING

Defined Contribution Retirement Plans 403 (b) & 457 VENDOR LISTING SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT Defined Contribution Retirement Plans 403 (b) & 457 LISTING APPROVED Vendors The following 403(b)Vendors have signed information sharing agreements and hold

More information

2013 Conference Attendees. Social Media Subject Matter Expert

2013 Conference Attendees. Social Media Subject Matter Expert 2013 Conference Attendees Company Actiance Actiance, Inc. Actiance, Inc. Alabama Department of Insurance Insurance Company of North America Services Allstate Life Insurance Company American Amicable Life

More information

Watch Date List List LT FSR

Watch Date List List LT FSR Issuer LT FSR ST FSR Outlook Watch Date List List AIG Annuity Insurance Company Aa1 STA AIG Life Insurance Company Aaa STA AIG SunAmerica Life Assurance Co Aaa P-1 STA AXA Equitable Life Insurance Aetna

More information

Largest Life Insurers, by Total Assets, 2010 (thousands)

Largest Life Insurers, by Total Assets, 2010 (thousands) 11INDUSTRY RANKINGS The U.S. life insurance industry is made up of more than nine hundred companies with sales and operations across the country. Many of these companies are standalone entities, with no

More information

2River Consulting LLC 5 Star Life Insurance Company Vice President Advanced Benefit Concepts, LLC. Product Manager. Worksite Marketing Manager

2River Consulting LLC 5 Star Life Insurance Company Vice President Advanced Benefit Concepts, LLC. Product Manager. Worksite Marketing Manager Preferred Company Name Title Description 2River Consulting LLC 5 Star Life Insurance Company Advanced Benefit Concepts, LLC Aetna Product Management Aetna Worksite Marketing Manager AIG Benefit Solutions

More information

Oregon Insurance Complaints

Oregon Insurance Complaints CONSUMER GUIDE AUTO HE ALTH HOMEOWNER Oregon Insurance Complaints from calendar year 2014 LIFE ANNUITIES LONG-TERM CARE Oregon Department of Consumer and Business Services Insurance Division In compliance

More information

2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest)

2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest) 2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest) GROUP NAME (and Insurance Companies Reporting Together)

More information

Oregon Insurance Complaints

Oregon Insurance Complaints CONSUMER GUIDE AUTO HE ALTH HOMEOWNER Oregon Insurance Complaints from calendar year 2013 LIFE ANNUITIES LONG-TERM CARE Oregon Department of Consumer and Business Services Insurance Division About the

More information

Update on Mutual Company Dividend Interest Rates for 2013

Update on Mutual Company Dividend Interest Rates for 2013 Update on Mutual Company Dividend Interest Rates for 2013 1100 Kenilworth Ave., Suite 110 Charlotte, NC 28204 704.333.0508 704.333.0510 Fax www.bejs.com Prepared and Researched by June 2013 Near the end

More information

Research. U.S. Group Disability and Group Term Life Market Survey. 2012 Summary of Results. A Berkshire Hathaway Company

Research. U.S. Group Disability and Group Term Life Market Survey. 2012 Summary of Results. A Berkshire Hathaway Company Research DISABILITY AND LIFE U.S. Group Disability and Group Term Life Market Survey 2012 Summary of Results A Berkshire Hathaway Company General Re Life Corporation is committed to adhering to antitrust

More information

LPL Financial Services

LPL Financial Services LPL Financial Services Mark S. Casady President & CEO November 2, 2005 Agenda Independent Advisor Market Segment LPL Financial Services Overview Industry Challenges LPL and Jackson National 2 Financial

More information

J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance

J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance Amica Mutual Ranks Highest in Homeowners Insurance Customer Satisfaction; GEICO Ranks Highest

More information

Prospect for New Sales, Without

Prospect for New Sales, Without Prospect for New Sales, Without Requiring Medical Exams! Product TransTerm SM Transamerica Opportunity Program (TOP) is now available on TransTerm SM 10, 15, 20, 25 or 30-year policies. Present clients

More information

Largest Life Insurers, by Total Assets, 2014 (thousands)

Largest Life Insurers, by Total Assets, 2014 (thousands) 11INDUSTRY RANKINGS The U.S. life insurance industry in 2014 is made up of 830 companies with sales and operations across the country. Many of these companies are stand-alone entities, with no life insurer

More information

Florida Office of Insurance Regulation. 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences

Florida Office of Insurance Regulation. 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences Florida 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences March 1, 2013 EXECUTIVE SUMMARY The Freedom to Travel Law, Section 626.9541(1)(dd), Florida Statutes, enacted in 2006,

More information

Market Overview. September 23, 2004

Market Overview. September 23, 2004 Market Overview September 23, 2004 Agenda Overview : US Market Annuity Sales Annuity Market Competition AXA Financial Annuity Market Share and Rank Life Sales Life Insurance Market Competition AXA Financial

More information

Conference Attendees. Head of Group Insurance Head, Disability Product Development

Conference Attendees. Head of Group Insurance Head, Disability Product Development Conference Attendees Company 5Star Life Insurance Company Aetna Aetna Afinium Afinium Aflac Aflac Benefits Solutions Aflac Benefits Solutions AHIP AIG Benefits Solutions Allstate Benefits American Benefits

More information

M INTELLIGENCE. Dividend Interest Rates for 2015. Dividend Interest Rate. July 2015. Life insurance due. care requires an

M INTELLIGENCE. Dividend Interest Rates for 2015. Dividend Interest Rate. July 2015. Life insurance due. care requires an M INTELLIGENCE July 2015 Life insurance due care requires an understanding of the factors that impact policy performance and drive product selection. M Financial Group continues to lead the industry in

More information

LIFE INSURANCE AND CHARITABLE GIVING OPTIONS FOR YOUR MEMBERS

LIFE INSURANCE AND CHARITABLE GIVING OPTIONS FOR YOUR MEMBERS LIFE INSURANCE AND CHARITABLE GIVING OPTIONS FOR YOUR MEMBERS OFFERED BY: NATIONAL AFFINITY SERVICES-NAS MARK BLOCKER, PARTNER MARK@NATIONALAFFINITY.NET DIRECT: (312)547-9553 WHAT LIFE INSURANCE CAN DO

More information

Zoom through Underwriting with TOP 15 and TOP 25

Zoom through Underwriting with TOP 15 and TOP 25 Zoom through Underwriting with TOP 15 and TOP 25 Now you can help your clients steer clear of a lengthy underwriting process and accelerate placement of a new term policy with the Transamerica Opportunity

More information

Oregon Insurance Complaints

Oregon Insurance Complaints C O N S U M E R G U I D E T O AUTO HEALTH Oregon Insurance Complaints HOMEOWNER Complaints from calendar year 2004 LIFE ANNUITIES OREGON INSURANCE DIVISION About the Oregon Insurance Division The mission

More information

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... YEAR 2011 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime S E R I E S Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants

More information

Currently, the implementation date is scheduled for November 30, 2004. 1

Currently, the implementation date is scheduled for November 30, 2004. 1 The following list shows vendors who have indicated an interest to register with the 403bCompare Web site as of 09/02/2004. 403bCompare Vendor Vendor Name Number 1161 A.G. Edwards & Sons, Inc 1028 Acacia

More information

Director - Retirement Plans Marketing and New Business. Athene Annuity & Life Assurance Company Marketing Communications Campaign Manager

Director - Retirement Plans Marketing and New Business. Athene Annuity & Life Assurance Company Marketing Communications Campaign Manager Preferred Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Affinnova Affinnova Allianz Life Allstate Allstate Financial Allstate Insurance Allstate Insurance Company American National

More information

OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24

OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS...... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS...... 6 GROUP ANNUITIES BUSINESS...

More information

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... YEAR 2014 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

More information

Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003

Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003 Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003 Premiums Market Annuity Lincoln National Life Insurance Company, The 93,252,084 12.11%

More information

PUBLIC. Am ''Ie A. sion 3Cc)l\ Ü. AUG i 0 1998. Facts RESPONSE OF THE OFFICE OF INSURANCE PRODUCTS DIVISION OF INVESTMENT MANAGEMENT

PUBLIC. Am ''Ie A. sion 3Cc)l\ Ü. AUG i 0 1998. Facts RESPONSE OF THE OFFICE OF INSURANCE PRODUCTS DIVISION OF INVESTMENT MANAGEMENT PUBLIC Am ''Ie A sion 3Cc)l\ Ü BU ~ J) JJ~ ~ iò 9'3". ~ AUG i 0 1998 RESPONSE OF THE OFFICE OF INSURANCE PRODUCTS DIVISION OF INVESTMENT MANAGEMENT OUf-Reference No. IP-1-98 Massachusetts Mutual Life Insurance

More information

EEA Life Settlements Fund PCC Limited

EEA Life Settlements Fund PCC Limited EEA Fund Management (Guernsey) Limited EEA Life Settlements Fund PCC Limited Portfolio Statistics as at 31 March 2012 Valuation of the net asset value of all classes of participating shares in EEA Life

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

TOP and TOP Plus Programs 1

TOP and TOP Plus Programs 1 TOP and TOP Plus Programs If clients have been sold a term policy within the past 5 years and have been fully underwritten by an eligible carrier CLICK on the buttons below to view TOP and TOP Plus eligibility.

More information

2008 Georgia Individual Guaranteed Renewable A&H writers - Life Insurers, P&C Insurers, Health Insurers, HMOs

2008 Georgia Individual Guaranteed Renewable A&H writers - Life Insurers, P&C Insurers, Health Insurers, HMOs (This report is presented in descending order, by ) 54801 Blue Cross Blue Shield of Ga Inc 570,668,185 60380 AFLAC 182,697,185 96237 Kaiser Found Hlth Plan of GA Inc 87,745,778 70025 Genworth Life Ins

More information

excellence elements of The Northwestern Mutual Life Insurance Company strength policyowner value reputation longevity disability income insurance

excellence elements of The Northwestern Mutual Life Insurance Company strength policyowner value reputation longevity disability income insurance elements of strength policyowner value reputation longevity excellence 26-4154 (1004) (REV 0609) disability income insurance The Northwestern Mutual Life Insurance Company s t r e n g t h If you were to

More information

The Importance of Data Quality to Compliance with the Dodd-Frank Act William Henley Senior Vice President, Regulation

The Importance of Data Quality to Compliance with the Dodd-Frank Act William Henley Senior Vice President, Regulation The Importance of Data Quality to Compliance with the Dodd-Frank Act William Henley Senior Vice President, Regulation Data Governance and Quality Why the focus now? Has always been an important pre-requisite

More information

Preferred or Similar Standard or Similar

Preferred or Similar Standard or Similar TOP & TOP PLUS program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Approved Annuity and Insurance Carriers Revised February, 2010 - Internal Use Only *Top Companies * Underwriting * Products * Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART

More information

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 DIVISION OF TRADING AND MARKETS December 23,2013 Holly H. Smith Sutherland Asbill & Brennan LLP 700 Sixth Street, NW, Suite 700 Washington,

More information

RIN 1210 AB35: 2010 Investment Advice Proposed Rule

RIN 1210 AB35: 2010 Investment Advice Proposed Rule FILED ELECTRONICALLY Office of Regulations and Interpretations Employee Benefits Security Administration U.S. Department of Labor 200 Constitution Avenue, NW, Room N-5655 Washington, DC 20210 Re: RIN 1210

More information

Long-Term Care Insurance: Latest Trends & Developments

Long-Term Care Insurance: Latest Trends & Developments Long-Term Care Insurance: Latest Trends & Developments 06.04.2015 FPA Central Virginia Michael E. Kitces MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL Partner. Director of Research, Pinnacle Advisory Group

More information

RCW 48.43.650 requires my office to collect and report information regarding fixed payment insurance on June 1 of each year.

RCW 48.43.650 requires my office to collect and report information regarding fixed payment insurance on June 1 of each year. STATE OF WASHINGTON MIKE KREIDLER Phone: (360) 725-7000 STATE INSURANCE COMMISSIONER Fax: (360) 586-3535 June 1, 2014 Dear Washington State Legislator: OFFICE OF INSURANCE COMMISSIONER RCW 48.43.650 requires

More information

42 gama international journal

42 gama international journal 42 gama international journal Women in Financial Services How to Succeed in Business Women have become the new game changers in our industry, point out Arthea Charlie Reed, Ph.D., CLTC and Karen Roberts,

More information

Life Insurers, P&C Insurers, Health Insurers, HMOs

Life Insurers, P&C Insurers, Health Insurers, HMOs (This report is presented in descending order, by ) 79413 UNITEDHEALTHCARE INS CO 635,749,619 60054 AETNA LIFE INS CO 186,141,765 61271 PRINCIPAL LIFE INS CO 176,081,816 65978 METROPOLITAN LIFE INS CO

More information

Michigan Life & Health Insurance Guaranty Association

Michigan Life & Health Insurance Guaranty Association Michigan Life & Health Insurance Guaranty Association 1640 Haslett Road, Suite 160 Haslett, MI 48840-8683 telephone 517-339-1755 fax 517-339-5500 email jcolpean@milifega.org To: Member Company Michigan

More information

Senior Vice-President, Enrollment Technology Solutions. VP Corporate Development Vice President, Product Development and Marketing Strategy

Senior Vice-President, Enrollment Technology Solutions. VP Corporate Development Vice President, Product Development and Marketing Strategy Preferred Company Name Title Description 5 Star Life Insurance Company Sr. Vice President Business Insurance Markets 5 Star Life Insurance Company Operations Manager A.M. Best Co. FSenior Financial Analyst

More information

Target Date Funds. [CODE] [Expiration Date]

Target Date Funds. [CODE] [Expiration Date] Target Date Funds Investments and services offered through Morgan Stanley Smith Barney LLC, and accounts carried by Morgan Stanley & Co. Incorporated; members SIPC. 2009 Morgan Stanley Smith Barney [CODE]

More information

Single Premium Life Insurance Source List

Single Premium Life Insurance Source List Allianz Life 800-950-7372 www.allianzlife.com GenDex Momentum MA NY OR 0-80 $5,752 2% 100000 15 years. Actual charge varies by risk class at time of issue. 8 different indexing options available with fixed

More information

Health Companies. Life Companies

Health Companies. Life Companies Group A&H Written in Georgia 2009 by Various Insurer Types ( listed in descending order by premium written within company type) Health Companies Group Code Georgia 2009 Direct Premiums Written, Group Health

More information

Investment Analysis (FIN 670) Fall 2009. Homework 2

Investment Analysis (FIN 670) Fall 2009. Homework 2 Investment Analysis (FIN 670) Fall 2009 Homework 2 Instructions: please read carefully You should show your work how to get the answer for each calculation question to get full credit The due date is Tue,

More information

RATE & FORM. Rate and Form Review Unit

RATE & FORM. Rate and Form Review Unit RATE & FORM Rate and Form Review Unit E very life insurance policy, health insurance policy, dental plan contract, annuity contract and health maintenance organization contract used in the State of Maryland

More information

Actiance, Inc. Regional Sales Manager Social Media & Compliance Specialist. Allen & Overy LLP Associate

Actiance, Inc. Regional Sales Manager Social Media & Compliance Specialist. Allen & Overy LLP Associate Actiance, Inc. Regional Sales Manager Social Media & Compliance Specialist Allen & Overy LLP Associate Ameriprise Financial & Chief Counsel & Group Counsel, Interactive Marketing Bank of America Assistant

More information

Chapter 8. Describe an effective accounting information system. Learning Objectives. Objective 1. Accounting Information Systems

Chapter 8. Describe an effective accounting information system. Learning Objectives. Objective 1. Accounting Information Systems PowerPoint to accompany Chapter 8 Accounting Information Systems Learning Objectives 1. Describe an effective accounting information system 2. Understand both computerised and manual accounting systems

More information

Joe Halstead, Commissioner Economic Development, Culture and Tourism. Appointment to the Enterprise Toronto Advisory Committee

Joe Halstead, Commissioner Economic Development, Culture and Tourism. Appointment to the Enterprise Toronto Advisory Committee STAFF REPORT June 11, 2002 To: From: Subject: Economic Development and Parks Committee Joe Halstead, Commissioner Economic Development, Culture and Tourism Appointment to the Enterprise Toronto Advisory

More information

Wisconsin Market Shares 2002

Wisconsin Market Shares 2002 1 CUNA MUTUAL LIFE INS CO 7.7 389,117,728 2 ALLIANZ LIFE INS CO OF NORTH AMERICA 5.3 268,593,809 3 LINCOLN NATIONAL LIFE INS CO THE 5.0 252,049,598 4 TRANSAMERICA LIFE INSURANCE CO 4.6 229,208,086 5 THRIVENT

More information

Attendees Titles and Companies

Attendees Titles and Companies Attendees Titles and Companies Title Assistant Vice Senior Financial Analyst Director of Insurance Relationships Program Manager VP Risk Mgmt Team Lead, Group Underwriting Senior Disabililty Underwriter

More information

SUTHERLAND. File No. S7-23-11; Release No. 34-64676 Broker-Dealer Reports. April 17, 2012 VIA ELECTRONIC MAIL

SUTHERLAND. File No. S7-23-11; Release No. 34-64676 Broker-Dealer Reports. April 17, 2012 VIA ELECTRONIC MAIL SUTHERLAND SUTHERLAND ASBILL & BRENNAN LLP 1275 Pennsylvania Avenue, NW Washington, DC 20004-2415 202.393.0 I 00 Fax 202.637.3593 www.sutherlond.com VIA ELECTRONIC MAIL Elizabeth M. Murphy Secretary Securities

More information

TOTAL PAYMENTS (REFUNDS) IN 2004

TOTAL PAYMENTS (REFUNDS) IN 2004 NAIC # COMPANY NAME TOTAL PAYMENTS (REFUNDS) IN 2004 AMOUNT OF TAX CREDIT TAKEN IN 2004; PAID IN 2004 AMOUNT OF TAX CREDIT TAKEN IN 2004; PAID IN 2003 10367 AVEMCO INSURANCE CO (322,417.43) 10642 CHEROKEE

More information

Whole Life Insurance. Marketing Guide PRESTIGE SERIES

Whole Life Insurance. Marketing Guide PRESTIGE SERIES Whole Life Insurance Marketing Guide PRESTIGE SERIES Prestige Value iii l Prestige 100 l Prestige 10 Pay l Prestige Max Contents Marketing Whole Life Insurance to Your Prospects... 1 Guaranteed Death Benefit...1

More information

401(k) provider source list

401(k) provider source list 401kBrokers.com & 401kAdministrators.com www.401kbrokers.com 800-474-3826 Advanced Benefits Consulting 314-539-0836 / / Trustees select eligibility requirements. / / Our Solo 401k plans have: $0 setup

More information

ANNUAL ORIGINATIONS RANKINGS

ANNUAL ORIGINATIONS RANKINGS MBA COMMERCIAL REAL ESTATE / MULTIFAMILY FINANCE ANNUAL ORIGINATIONS RANKINGS 2012 Single-user product: Copying or other redistribution of any MBA research publication in whole or in part violates U.S.

More information

Life Insurer Financial Profile

Life Insurer Financial Profile Life Insurer Financial Profile Company New York Life Ins Northwestern Massachusetts John Hancock Life Mutual of Omaha Lincoln National Pacific Life Ins Co Genworth Life Ins Co Long Term Care Mutual Life

More information

USI Master Policy Information

USI Master Policy Information Policy I.D. Gender A.B. (#327) M 86 United of Omaha $ 1,000,000.00 A.B. (#430) - (#436) M 86 Metlife $ 2,000,000.00 A.G. #1 (#371), (#610), (#624) M Conseco Life $ 3,125,000.00 10/Apr/10 A.G. #2 (#380),

More information

Actuarial Science Program at the University of Connecticut

Actuarial Science Program at the University of Connecticut " " Actuarial Science Program at the University of Connecticut!""!" What is an actuary? Although actuarial science was started in England over 200 years ago, it is still a relatively unknown profession.

More information

INSURANCE COMMISSIONER - INSURANCE - INSURANCE COMPANIES'

INSURANCE COMMISSIONER - INSURANCE - INSURANCE COMPANIES' 1 VOL3-9632 INSURANCE COMMISSIONER - INSURANCE - INSURANCE COMPANIES' ANNUAL FINANCIAL STATEMENTS - 1924 Unit # 1924 statements filed 1925 FLAT-1394 INSURANCE COMMISSIONER - INSURANCE - INSURANCE COMPANIES'

More information

Regulatory Compliance Officer - Advertising Principal. National VP, Sales Development Director, Corporate Digital Communications

Regulatory Compliance Officer - Advertising Principal. National VP, Sales Development Director, Corporate Digital Communications Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Advisology AIG/The Variable Annuity Life Insurance Co Allianz Life Insurance Company of NA Allstate Financial American National Family

More information

TASK 1 - KANSAS CITY SCOUT PERIODIC PREVENTATIVE MAINTENANCE, TABLE 1 PRICING PAGE 1 of 3 Required Minimum Set Cost Line Item. Estimated Year 1 Costs

TASK 1 - KANSAS CITY SCOUT PERIODIC PREVENTATIVE MAINTENANCE, TABLE 1 PRICING PAGE 1 of 3 Required Minimum Set Cost Line Item. Estimated Year 1 Costs The original contract period shall start on the date that the post-award contract agreement is signed by the Offeror and MHTC and shall be effective through August 31, 2017. Award will be made on an All

More information

The 2012 Life Insurance Conference Attendee List by Company

The 2012 Life Insurance Conference Attendee List by Company The 2012 Life Insurance Conference Attendee List by Company Title Annuity & Insurance Planning Consultant Market Segment Liaison Program Manager Senior, Insurance Products SVP Consulting Managing Marketing

More information

Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008

Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008 Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008 Premiums Market Death State Farm Life Insurance Company 48,151,576 5.98% 21,763,634 Southern

More information

ONLINE ENROLLMENT & WEB ACCESS GUIDE. Keller ISD 403(b) Plan. 403(b)

ONLINE ENROLLMENT & WEB ACCESS GUIDE. Keller ISD 403(b) Plan. 403(b) ONLINE ENROLLMENT & WEB ACCESS GUIDE Keller ISD 403(b) Plan 403(b) Plan Participation Benefits & Options Plan Features The 403(b) program is designed to offer a broad range of quality mutual funds and

More information

Fitch stated that Nationwide Life s risk-adjusted capitalization is considered strong relative to its peers.

Fitch stated that Nationwide Life s risk-adjusted capitalization is considered strong relative to its peers. Rating Action: Nationwide (Affirmed) On August 25, Fitch Ratings affirmed the A (Strong) insurer financial strength ratings of Nationwide Life Insurance Co. (Nationwide Life). The rating outlook is stable.

More information

Long-term Care. A product in transition. ASNY Spring Meeting

Long-term Care. A product in transition. ASNY Spring Meeting Long-term Care A product in transition ASNY Spring Meeting Agenda Section One Needs of LTCI Strong need due to increasing life expectancy Public options are not ideal Medicaid and Medicare are not enough

More information

TOP and TOP Plus. Standard or Better

TOP and TOP Plus. Standard or Better TOP and TOP Plus Program Details PRODUCT TransTerm SM Two Programs with Accelerated Underwriting Transamerica Life Insurance Company now offers two accelerated underwriting programs that enable qualifying

More information

NCUA SHARE INSURANCE AND YOU. Maximize Your Insurance Coverage

NCUA SHARE INSURANCE AND YOU. Maximize Your Insurance Coverage NCUA SHARE INSURANCE AND YOU Maximize Your Insurance Coverage ROAD MAP This brief slide show will walk you through the basics of share insurance. The slides focus on the types of accounts, and how to set

More information

NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508

NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508 NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508 TO: RE: MEMBER INSURERS Notice of Annual Meeting of the Association and the

More information

Important Notice: Income Tax Adjustments For Code Section 179 Expenses

Important Notice: Income Tax Adjustments For Code Section 179 Expenses Important Notice: Income Tax Adjustments For Code Section 179 Expenses Note: The Department of Revenue originally issued this Important Notice on April 16, 2014. The Department stated that it had been

More information

MARYLAND INSURANCE SCHOOL SUMMARY Page: 1

MARYLAND INSURANCE SCHOOL SUMMARY Page: 1 MARYLAND INSURANCE SCHOOL SUMMARY Page: 1 Test Name : MD Accident and Health Insurance Producer Component : MD General Accident and Health Insurance Producer ORIGINAL 11675 A.A. Coleman and Robinson National

More information

Conference on Life Insurance Company Products Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues

Conference on Life Insurance Company Products Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues 171 THE AMERICAN LAW INSTITUTE Continuing Legal Education Conference on Life Insurance Company Products Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues November

More information

NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508

NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508 NEBRASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION 233 South 13 th Street 1900 US Bank Building Lincoln, Nebraska 68508 TO: RE: MEMBER INSURERS Notice of Annual Meeting of the Association and the

More information

FIN-2008-R001 25, 2008 ( DBA

FIN-2008-R001 25, 2008 ( DBA Ruling FIN-2008-R001 Issued: January 25, 2008 Subject: Reporting of Certain Currency Transactions for Sole Proprietorships and Legal Entities Operating Under a Doing Business As ( DBA ) Name The Financial

More information

Whole Life/Ten Payment Whole Life

Whole Life/Ten Payment Whole Life Whole Life/Ten Payment Whole Life Vitus Lau Tel: 510.279.2277 VitusLau@finsvcs.com Whole Life/Ten Payment Whole Life Disclosure: The information provided is not written or intended as tax or legal advice

More information

November 17, 2014. Dear Senator/Representative:

November 17, 2014. Dear Senator/Representative: November 17, 2014 Dear Senator/Representative: America s life insurance companies strongly support legislation to clarify the Federal Reserve Board s authority to apply insurance-based capital standards

More information

11.3 Bad Debt Write-off Procedures

11.3 Bad Debt Write-off Procedures Policy Statement Departments are responsible for analysing their outstanding accounts receivable and creating a provision for accounts deemed doubtful or uncollectible. Annually, departments will request

More information

Chapter 7 Risk, Return, and the Capital Asset Pricing Model

Chapter 7 Risk, Return, and the Capital Asset Pricing Model Chapter 7 Risk, Return, and the Capital Asset Pricing Model MULTIPLE CHOICE 1. Suppose Sarah can borrow and lend at the risk free-rate of 3%. Which of the following four risky portfolios should she hold

More information

Settlement Disclosure

Settlement Disclosure Settlement Disclosure This form is a statement of final loan terms and actual closing costs. Settlement information Date 12/13/2011 Agent Martha Jones Location ABC Settlement 54321 Random Blvd, Ste 405

More information