Alabama Annuity as Consideration for Transfer of Securities

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An annuity is a life insurance company contract that pays periodic income benefits for a specific period of time or over the course of the annuitant's lifetime. These payments can be made annually, quarterly or monthly.
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FAQ

The purpose of regulation 129 is to provide standards for the disclosure of certain minimum information about annuity contracts to protect consumers and foster consumer education.

The new rule permits variable annuity and variable life insurance contracts to use a summary prospectus to provide disclosures to investors. A summary prospectus is a concise, reader-friendly summary of key facts about the contract.

There is also a hybrid called an indexed annuity, also referred to as an equity-indexed annuity or a fixed-index annuity. Variable annuities are securities and under FINRA's jurisdiction.

Fixed deferred annuities are issued by insurance companies and are not insured by the U.S. government. They are backed by the claims paying ability of the issuing insurance company, regardless of the amount.

A fixed annuity is an insurance product, not a security, because the insurance company must credit the annuity holder's account with the specified interest rate for the contractually-stipulated time period, regardless of market fluctuations in actual interest rates.

An equity-indexed annuity is a type of fixed annuity that is distinguished by the interest yield return being partially based on an equities index, typically the S&P 500.

A deferred annuity is an insurance contract that promises to pay the annuity owner either a lump sum or a regular income at some future date. People frequently buy a deferred annuity to supplement Social Security benefits and other income when they retire.

There is also a hybrid called an indexed annuity, also referred to as an equity-indexed annuity or a fixed-index annuity. Variable annuities are securities and under FINRA's jurisdiction.

Unlike fixed annuities, variable annuities are considered securities and are regulated by the SEC and FINRA. Variable annuities' principal is placed in investment portfolios. The performance of the investments in the portfolios dictates the interest rates.

Variable annuities are securities and under FINRA's jurisdiction. Annuities are often products investors consider when they plan for retirementso it pays to understand them. They also are often marketed as tax-deferred savings products.

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Alabama Annuity as Consideration for Transfer of Securities