Currently, the implementation date is scheduled for November 30,
|
|
- Dominick Parks
- 8 years ago
- Views:
Transcription
1 The following list shows vendors who have indicated an interest to register with the 403bCompare Web site as of 09/02/ bCompare Vendor Vendor Name Number 1161 A.G. Edwards & Sons, Inc 1028 Acacia Life Insurance Company 1200 Advantage Capital Corporation 1076 AEGON/Transamerica Investor Services 1162 AIG Annuity Insurance Company 1209 AIG Federal Savings Bank 1158 AIG SunAmerica Life Assurance Co 1163 AIG SunAmerica Mutual Funds 1117 AIG VALIC 1056 AIM Distributors, Inc 1058 Alliance Bernstein Investment Research & Mgmt 1180 Allianz Life Insurance Company of North America 1143 Allstate Life Insurance Company 1164 American Century Investments 1041 American Express Financial Corp 1062 American Fidelity Assurance Company 1165 American Funds 1057 American Funds Distributors, Inc American General Life Insurance Company 1081 American Growth Fund Sponsors, Inc 1035 Americo Financial Life & Annuity Insurance Co 1026 Ameritas Life Insurance Corp. scheduled for November 30,
2 1027 Ameritas Variable Life Insurance Company 1096 Annuity Investors Life Insurance Company 1199 Armada Funds 1128 AUL/One American Financial Partners, Inc Aviva Life Insurance Company 1071 AXA Advisors, LLC 1146 Bayhill Advisors, Inc 1203 Bayside Financial Group, LLC 1107 Beneficial Life Insurance Company 1088 Benefit & Retirement Strategies, Inc 1166 Brecek & Young Advisors, Inc CalSTRS 1064 Calvert 1184 Cambridge Investment Research 1080 Christopher Weil & Company, Inc Citigroup Global Markets, Inc. (Smith Barney) 1134 CitiStreet Retirement Services 1119 CitiStreet/Travelers 1126 Citizens Fund 1109 Conseco Annuity Assurance Co/Conseco Ins Co 1075 CUNA Mutual Life Insurance Company 1112 Davis Selected Advisers 1106 Diversified Securities Inc 1190 Domini Social Investments LLC scheduled for November 30,
3 1055 Dreyfus Service Corporation 1063 Enterprise Group of Funds, Inc./Enterprise Fund Distributors, Inc Equitable Life Assurance Society of the United States, The 1123 Farmers New World Life Insurance Co Fidelity Investments Institutional Services Com First Atlas Capitol, Atlas Capital 1077 First Investors Corporation 1183 FMC Financial Group/Mass Mutual 1186 Foresters Equity Services, Inc Franklin Templeton Investments 1201 FSC Secutities Corporation 1148 FTJ FundChoice, LLC 1094 GALIC Disbursing Company (GDC) 1094 GALIC Disbursing Company (GDC) 1167 General American Life Insurance Company 1008 Golden State Mutual Life Insurance 1007 Golden State Mutual Securities Corp 1093 Great American Advisors, Inc., Member NASD 1095 Great American Financial Resources, Inc Great American Life Insurance Company 1197 Great Southern Life Insurance Company 1084 Great-West Life & Annuity Insurance Co Great-West Retirement Services 1051 Guardian Insurance & Annuity Company scheduled for November 30,
4 1113 GWN Securities, Inc 1009 Hartford Life Inc 1191 Hartford Mutual Funds 1065 Hennessy Funds 1014 Horace Mann Companies 1135 Industrial-Alliance Pacific Life Ins Co, US Brnch 1060 ING Life Insurance & Annuity Company 1031 Ivy Funds 1108 Jackson National Life Ins. Co Janus 1115 Jefferson National Life Insurance Company 1046 Jefferson-Pilot Life Insurance Company 1099 John Hancock 1079 John Hancock Funds 1101 Kansas City Life Ins. Co Kern Schools Federal Credit Union 1181 Knights of Columbus 1052 Legend Group, Inc., The 1036 Life Insurance Company of the Southwest 1047 Life Investors Insurance Company of America 1149 Lincoln Benefit Life 1068 Lincoln Investment Planning, Inc Lincoln Nat'l Life Ins Co (Lincoln Fin Grp), The 1012 Lord Abbett Distributor, L.L.C. scheduled for November 30,
5 1091 Loyal American Life Insurance Company 1074 MassMutual, through its subsidiary, C.M. Life Insurance Co Meridian Wealth Management 1024 Met Life 1098 MFS Investment Management 1043 Midland National 1015 Modern Woodmen of America 1168 Morgan Stanley 1157 Morgan Stanley Advisors, Inc 1169 Munder Funds, The 1141 Mutual of Omaha 1118 MWA Financial Services, Inc 1188 National Life Insurance Co (NHIC) 1144 Nationwide Life Insurance Company 1010 Neuberger Berman Management Inc 1083 New York Life Ins. & Annuity Corp North American Co for Life & Health Ins 1185 North Coast Life Insurance Co North Track Funds 1089 Northwestern Mutual 1193 Old Mutual Financial Network, Home of Fidelity & Guaranty 1020 Old West Annuity Life Insurance Company 1170 Omaha Woodman Life Insurance Society 1018 One Life (formerly known as Zurich Life) scheduled for November 30,
6 1121 Oppenheimer Funds Distributor, Inc 1122 Pacific Advisors Fund, Inc 1130 Pacific Life Insurance Company 1171 Paul Revere Variable Annuity Insurance Company 1016 Pax World Funds 1011 Penn Mutual Life Insurance Company 1030 PFS Investments Inc 1175 Phoenix Investment Partners 1040 Pioneer Investment Management Inc 1127 PlanMember Securities Corporation 1032 PMG Securities Corp 1179 Principal Mutual Funds 1202 Principia Financial Services 1145 Putnam Investments 1059 ReliaStar Life Insurance Company 1120 Resources Trust Company 1082 Royal Alliance Associates, Inc Safeco Life & Investments 1013 Safeco Life Insurance Company 1072 Safeco Mutual Funds 1116 Securities Management & Research, Inc Security Benefit Group 1136 Security Financial Life Insurance Co 1172 Seligman Advisors, Inc scheduled for November 30,
7 1006 Sentinel Group Funds Inc 1208 Sentra Securities Corporation 1137 Smith Barney 1207 Spelman & Co., Inc Standard Insurance Company 1103 State Farm Life Insurance Company 1085 State Farm VP Management Corp State Street Research 1017 Strong 1061 SunAmerica Securities, Inc 1100 Sunset Life Ins. Co. of America 1005 T. Rowe Price 1078 Tax Deferred Services, Inc 1023 Teachers Ins & Annuity Assoc of Amer, (TIAA-CREF) 1173 Thornburg Investment Management, Inc 1038 Thrivent Financial for Lutherans 1066 Thrivent Investment Management Inc Thrivent Investment Management Inc Timothy Plan 1140 Transamerica Financial Advisors 1160 Transamerica Life and Annuity Company 1073 Travelers Life & Annuity 1033 United Heritage Life Insurance Company 1090 United Teacher Associates Insurance Company scheduled for November 30,
8 1142 USAA Investment Management Company 1053 USAA Life Insurance Company 1037 Van Kampen Funds Inc Vanguard Group, The 1069 Veritrust Financial, L.L.C Wachovia Securities 1042 Waddell & Reed, Inc 1187 Wells Fargo Funds Management, LLC 1195 Wells Fargo Investments, LLC 1129 Western Reserve Life Assurance Co. of Ohio 1086 WM Group of Funds 1204 Women's Equity Fund 1205 Woodmen of the World/Omaha Woodmen 1174 WorthMark Financial Services, LLC 1138 Zahorik Co, Inc 1139 Zurich Life Insurance scheduled for November 30,
403(b) Defined Contribution Plan
403(b) Defined Contribution Plan WHAT IS A 403(b) PLAN? A 403(b) plan is a retirement plan for certain employees of public schools, tax-exempt organizations and ministers. Individual 403(b) accounts are
More information403B ASP Access Planning AIG Sun America AIG Valic AIG Valic - 457 AIG VALIC - Roth 403b AIG/American General AM & M UNION America General Corp
403B ASP Access Planning AIG Sun America AIG Valic AIG Valic - 457 AIG VALIC - Roth 403b AIG/American General AM & M UNION America General Corp American Century Services LLC American Fidelity Assurance
More information**CalPERS 457 Deferred Compensation Program Contact: Michelle Short (888) 713-8244, Opt. 2 Michelle.Short@us.ing.com
JEFFERSON UNION HIGH SCHOOL DISTRICT Administrative Offices NOTICE OF BENEFITS ELIGIBILITY 403(b) and 457(b) Retirement Plans As an employee of a public school system, you are eligible to participate in
More informationLicensed 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 informationWatch 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 informationWisconsin 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 informationDefined 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 informationall companies Vendor Name
Vendor Name Accessor Funds Aflac AIG/American General Life AIG Sunamerica Asset Mgmt AIG SunAmerica Life Assurance AIM Investment Services, Inc Allegiant Funds Alger Funds AllianceBernstein Investments
More informationLicensed 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 informationPaycheck Deduction Abbreviation Description
457 457 Savings Plus Program $10K LF/AD $10k Life/ADD Insurance (CSUEU) *F DNT PMI Private Medical-Care, Inc. 1959 Survi 1959 Survivor Benefit Contrib 401K 401K Savings Plus Program Acct. Recv Accounts
More informationRETIREMENT PLAN BROKERAGE SERVICES ERISA 408(B)(2) DISCLOSURE INFORMATION APPLICABLE FOR ERISA RETIREMENT PLANS
This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains
More information2008 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 informationOTHER 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 informationLicensed Life Writers in Virginia in 2014
d Life Writers in Virginia in 2014 Rank 1 0869 66168 MINNESOTA LIFE INSURANCE COMPANY $263,873,272 6.81% 6.81% 2 0860 67091 NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY THE $234,141,171 6.04% 12.85% 3 0241
More informationOverview. All employees eligible to participate in the CSU 403(b) TSA plan. Summary
Office of the Chancellor 401 Golden Shore, 4 th Floor Long Beach, CA 90802-4210 562-951-4411 email: hradmin@calstate.edu Date: December 18, 2007 Code: TECHNICAL LETTER HR/Benefits 2007-16 To: Human Resources
More informationRegulatory 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 informationLEGACY FINANCIAL SERVICES SPONSOR AGREEMENT LIST
Variable Annuities / Variable Universal Life AIG* - 800-255-8402 - www.aig.com AIM Management* - 800-410-4246 - www.aiminvestments.com American General - 800-251-6071 - www.aigag.com American National
More informationMissouri Department of Insurance, Financial Institutions & Professional Registration 2008 Complaint Report Life Insurance & Annuities
Report Life Insurance & Annuities Indices 100 Report Life and Annuity Indices Code Name s Annual 77879 5 Star Life Insurance Company 0 $1,761,642 0.0% 0 71854 AAA Life Insurance Company 0 $2,279,598 0.0%
More informationORDINARY 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 informationTOP 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 informationState of Oregon Office of Insurance Commissioner 2014 Oregon Market Share Line of Business: Life - Life Insurance
2014 Oregon Page 1 of 9 4 Ever Life Ins Co 80985 IL $0 $0 $23 $0 $23 0.00% 5 Star Life Ins Co 77879 LA $90 $0 $1,374 $0 $1,464 0.13% AAA Life Ins Co 71854 MI $1,847 $0 $2,076 $0 $3,923 0.34% Ability Ins
More informationMarket 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 informationAXA Financial
AXA in practice strategy implementation Extensive Choices Clients have access to the products and services of hundreds of companies through their AXA Advisors financial professional. Investment Companies
More informationLife 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 information2013 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 informationHealth 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 informationApproved 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 informationTOTAL LIFE AND ANNUITY POLICIES FOR 2012 TOTAL NUMBER OF CONFIRMED COMPLAINTS FOR 2012 COMPLAINT INDEX
2012 LIFE AND ANNUITY COMPLAINT INDEX Please note that when a carrier has a small number of policies in force, the complaint ratio will be large. For example, if a company has a few hundred policies in
More information2014 LIFE AND ANNUITY COMPLAINT INDEX
2014 LIFE AND ANNUITY COMPLAINT INDEX Please note that when a carrier has a small number of policies in force, the complaint ratio will be large. For example, if a company has a few hundred policies in
More informationRETIREMENT PLAN BROKERAGE ACCOUNT ERISA 408(B)(2) DISCLOSURE INFORMATION -- APPLICABLE FOR ERISA RETIREMENT PLANS
This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains
More informationORDINARY 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 informationTERMout 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 informationMarketing & 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 informationTOP 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 informationLargest 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 informationLargest 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 informationData Sources CLEARING/CUSTODIAN INTERFACES
Data Sources Below are the custodian and product data sources available through Albridge Solutions. We are constantly adding new interfaces and product companies, so if you have a question about a specific
More information2013 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 informationAttendees 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 informationONLINE 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 informationTOTAL ACCIDENT AND HEALTH POLICIES FOR 2012 TOTAL NUMBER OF CONFIRMED COMPLAINTS FOR 2012 COMPLAINT INDEX
2012 ACCIDENT AND HEALTH COMPLAINT INDEX Please note that when a carrier has a small number of policies in force, the complaint ratio will be large. For example, if a company has a few hundred policies
More informationMust 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 information2013 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 informationMichigan 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 informationIssues Held Outside OST's Current Contract Custodian 6-30-11 CUSIP DESCRIPTION # SHARES ALGER FAMILY OF FUNDS 015565849 ALGER CAPITAL APPRECIATION
Issues Held Outside OST's Current Contract Custodian 6-30-11 CUSIP DESCRIPTION # SHARES ALGER FAMILY OF FUNDS 015565849 ALGER CAPITAL APPRECIATION FUND CLASS A 1,800.7970 015565823 ALGER SMALLCAP GROWTH
More informationthe world of AXA a guided tour
the world of AXA a guided tour AXA around the world In 25 years, we have acquired strong positions, becoming the world s leading insurance brand.1 AXA Advisors, LLC benefits from being a part of a global
More information2008 Ordinary Life Overhead Expense Study
Prepared by: David N. Cook, FSA Glenn W. Ezell 2008 Ordinary Life Overhead Expense Study , whose corporate offices are in Seattle, serves the full spectrum of business, financial, government, and union
More information[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 DATE 10/03/2006
[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 771 AAA Mid Atlantic Ins Group Keystone Insurance Company 626 ACE Ltd ACE American Insurance Company ACE Fire Underwriters Insurance Company ACE
More informationTOTAL 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 informationFlorida 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 informationTable of Contents CONSOLIDATED LIST... 3 ALL SOURCES / ALL PROVIDERS... 3 DIRECT CUSTODIAL INTERFACES... 9 DST
Library of Available Data Sources Copyright 2012Envestnet.Allrightsreserved. Table of Contents CONSOLIDATED LIST... 3 ALL SOURCES / ALL PROVIDERS... 3 DIRECT CUSTODIAL INTERFACES... 9 DST MUTUAL FUND COMPANIES...
More informationAUTHORIZATION TO OBTAIN AND DISCLOSE INFORMATION INFORMAL INQUIRY NAME DOB SEX TOBACCO USE
INFORMAL INQUIRY NAME DOB SEX TOBACCO USE ADDRESS CITY, STATE, ZIP HEIGHT WEIGHT SS# PLACE OF BIRTH DL# INSURANCE AMT $ PLAN OF INSURANCE (UL/SUL/TERM) INSURANCE IN-FORCE $/ INSURANCE CARRIERS REPLACEMENT/1035?
More informationSocial Media and Compliance Specialist Regional Manager, Social Media
Company Name Title Description 451 Marketing EVP - Financial Services ACE Group (Combined) AVP, Interactive Communications Actiance Social Media and Compliance Specialist Actiance Regional Manager, Social
More information[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 DATE 09/07/2004
[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 00771 AAA MidAtlantic Insurance Grp* KEYSTONE INSURANCE COMPANY 00626 ACE Ltd * ACE AMERICAN INSURANCE COMPANY ACE FIRE UNDERWRITERS INSURANCE COMPANY
More informationEEA 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 informationProspect 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 informationPreferred 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[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 DATE 01/10/2001
[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 00771 AAA MID ATLANTIC INS GRP * KEYSTONE INSURANCE COMPANY 00437 ACACIA LIFE INS * ACACIA LIFE INSURANCE COMPANY 00626 ACE LTD * ACE AMERICAN INSURANCE
More informationDirector - 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 informationStandard 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 informationHow To Disclose Your Compensation From A Company To You
Additional Compensation/Conflict of Interest Disclosure Statement At Centaurus Financial, Inc. ( Centaurus, we, or our ) we receive additional compensation from numerous sources related to investment products
More information2004 Consumer Complaint Ratio Report
Consumer Report A Consumer s Guide to s Against Kansas Insurance Companies Home Table of Contents Message from Commissioner Praeger 2 About the Report 3 Auto User s Guide 4-5 Report Limitations 6 Accident
More information2013 Insurance Commissioner s Annual Report. Appendix F
2013 Insurance Commissioner s Annual Report Appendix F Top 10 Insurance by Line of Business in Washington 2013 Top 10 Authorized or Groups of Zero Premium Excluded 2013 Washington and Ratio Line of Business:
More informationTHE MIDDLE MARKET: HOW TO SELL TO THIS MARKET
THE MIDDLE MARKET: HOW TO SELL TO THIS MARKET Mark Costello, FSA, MAAA 2 nd Vice President and Marketing Actuary Munich Re November 18, 2010 Agenda Define the market Distribution issues Product issues
More informationStandard 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[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 DATE 03/06/2003
[REPORT3S] CONNECTICUT STATE INSURANCE DEPARTMENT PAGE 1 00771 AAA MIDATLANTIC INSURANCE GRP* KEYSTONE INSURANCE COMPANY 00626 ACE LTD * ACE AMERICAN INSURANCE COMPANY ACE FIRE UNDERWRITERS INSURANCE COMPANY
More informationA Review of the Advisors Resource, LLC Business Opportunity
welcome. At Advisors Resource, we are very excited about forming this partnership with you.the following pages provide a general overview of how we can help your business succeed. Please don t hestitate
More informationTOP 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 informationCorporate Political Disclosure and the Mutual Fund Vote 2015 PROXY SEASON ANALYSIS SHOWS STEADY SUPPORT
Corporate Political Disclosure and the Mutual Fund Vote 2015 PROXY SEASON ANALYSIS SHOWS STEADY SUPPORT DECEMBER 2015 Mutual funds support for corporate political spending disclosure resolutions held firm
More informationInformal Inquiry Not an Application for Life Insurance
Print Form Informal Inquiry Not an Application for Life Insurance Date: Producer: Face Amount: Product Type: PERSONAL INFORMATION Applicant: Male Female DOB: SS#: Driver s License #: Place of Birth: Street
More informationLine of Business: Ordinary
Share Life & Annuity Selected Criteria - Year: 2007 Include Zero mpanies: Yes State: SD Line of Business: Ordinary delist Basis: Licensed Premium Type: Annuity Round by Thousands: No de code mpany Name
More informationLife Approved Carrier List (11.17.11) Carrier Company Rating Product
Allianz Life Insurance Company AM Best A Indexed S&P AA Indexed Moody's A2 Comdex 87 American General AM Best A 10 year term S&P A+ 15 Moody's A2 Comdex 82 Indexed Survivorship Indexed American National
More informationThe 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 informationZoom 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 informationSenior Account Executive. Privacy Officer. Vice President, Life & Health Insurance
Title Senior Account Executive Privacy Officer, Life & Health Insurance Sales Executive Director, Insurance and Healthcare Analytics Group and Global Head of Consulting & Analytics VP Consulting & Analytics
More informationHow To Get A Travel Insurance Policy
INDEX Executive Summary...3 Summary of Company Responses...4 Examinations and Consumer Complaints...7 List of Companies Asking Travel Related Questions...8 Section 626.9541(1)(dd), Florida Statutes: Life
More informationUnderstanding mutual fund and annuity pricing and marketing
Understanding mutual fund and annuity pricing and marketing When you choose an investment product, you should examine many factors, including your risk tolerance, investment objectives and time horizon,
More informationOregon 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 informationAn investor s guide to purchasing mutual funds and 529 plans through Ameriprise Financial
An investor s guide to purchasing mutual funds and 529 plans through Ameriprise Financial For more than 60 years, mutual funds have been one of the best ways for individual investors to participate in
More informationfinancial strength benchmarking of life insurance competitors
financial strength benchmarking of life insurance competitors HC 1001 5-13 financial strength benchmarking of life insurance competitors Ameritas Mutual Holding Company s (Ameritas) core financial strength
More informationTransamerica Financial Advisors Product Comparison. For Broker-Dealer Use Only. Not for Public Distribution.
Transamerica Financial Advisors Product Comparison Product Lines Alternative Investments Fixed Annuities Managed Accounts Variable Annuities Variable Universal Life Insurance Policies Rep as Portfolio
More informationOREGON INSURANCE DIVISION 1998 LIFE COMPANY INFORMATION DOMICILE = DOMESTIC
DOMICILE = DOMESTIC 84930 LIFEWISE, A PREMERA HEALTH PLAN, INC. OR 0 0 0 0 93,025,821 81,266,592 76120 PACIFIC HERITAGE ASSURANCE COMPANY (OR) OR 133,147 45,349 0 1,316,094 9,859,758 8,784,513 97985 REGENCE
More informationSTATE OF CONNECTICUT
STATE OF CONNECTICUT INSURANCE DEPARTMENT Annual Ranking of Calendar Year Accident & Health Insurance Complaints Exhibits Index ) Alphabetical listing of insurance companies and groups of insurance companies
More informationTOP 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 informationOregon 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 informationPart II Summary of Company Data
Part II Summary of Company Data This section of the Texas Department of Insurance s 137th Annual Report summarizes the agency s company licensing activities during fiscal year 2012, including issuance
More informationComerica Securities Inc. Mutual Fund Guide
Comerica Securities Inc. Mutual Fund Guide With so many different mutual funds available today, Comerica Securities Inc. wants to help you to ensure that you are investing in the mutual fund that best
More informationSaving for Your Retirement
PIEDMONT UNIFIED SCHOOL DISTRICT Piedmont, California 94611 Saving for Your Retirement via the Piedmont USD 403(b) and/or 457 Plans 403(b) Plans and 457 Plans are both Voluntary Supplemental Retirement
More information2014 LOMA Customer Service Conference Attendee List
2014 Customer Service Conference Attendee List ALFA Insurance American Equity American Equity American Fidelity Assurance American Fidelity Assurance American General Life American General Life Ameritas
More informationInvestors Public Access to Information in the US Life Insurance Industry
Special Comment March 2004 Contact Phone New York Jeff Berg 1.212.553.1653 Arthur Fliegelman Keith Pieck Weigang Bo Robert Riegel Investors Public Access to Information in the US Life Insurance Industry
More information1. Online by visiting tiaa-cref.org 2. By phone at 800 842-2252 available Monday Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m.
SWEET BRIAR COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation in
More informationMJM Financial, LLC 401k Workshop Series
MJM Financial, LLC 401k Workshop Series Successfully Managing the 401k RFP Process June, 2005 Today s Agenda The current provider marketplace Steps in the RFP process Defining plan needs and objectives
More informationAdditional Compensation/Conflict of Interest Disclosure Statement
Additional Compensation/Conflict of Interest Disclosure Statement At Centaurus Financial, Inc. ( Centaurus, we, or our ) we receive additional compensation from numerous sources related to investment products
More informationOregon 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 informationMissouri Department of Insurance, Financial Institutions & Professional Registration 2008 Complaint Report. Homeowners Insurance.
Report Homeowners Insurance Indices 68 Report Homeowners Insurance Indices Code Name s Annual 69 20699 Ace Property & Casualty Insurance Company 0 $120,052 0.0% 0 14184 Acuity A Mutual Insurance Company
More informationAnnuity Market Update
Annuity Market Update Southeastern Actuaries Conference (SEAC) Fall Meeting Guillaume Briere-Giroux, FSA, MAAA, CFA November 15, 2012 AGENDA Agenda Sales trends Product trends Pricing and risk management
More informationEXTERNAL EXCHANGE / CONVERSION PROGRAMS
Carrier Program Type of Program Exchange Products EXTERNAL EXCHANGE / CONVERSION PROGRAMS Issue Ages (on New Product) Minimum Face Maximum Face Original Policy Issue (Prior to Exchange) 01-2013 Original
More informationRetirement Gateway Group Variable Annuity
Retirement Gateway Group Variable Annuity investment options Portal I Allocation Portfolios Large Cap (Continued) Mid-Cap (Continued) Short-Term Bonds AXA Aggressive Allocation B DynaTech R Eaton Vance
More informationOHIO. Property and Casualty Insurance. Market Share Report
OHIO Property and Casualty Insurance Market Share Report Table of Contents Total Personal Lines Private passenger Automobile Homeowners Multiple Peril Farmowners Multiple Peril Commercial Lines Commercial
More informationOregon Insurance Complaints - All
From Calendar Year ANNUITY AAA LIFE INSURANCE COMPANY ACACIA LIFE INSURANCE COMPANY AETNA LIFE INSURANCE COMPANY ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA ALLSTATE LIFE INSURANCE COMPANY AMERICAN
More information