The Oregon Participation Agreement between Variable Insurance Products Fund, III (VIP III), and Lincoln Life and Annuity Company of New York (LACEY) is a comprehensive contract outlining the terms and conditions under which LACEY will participate in the investment funds offered by VIP III in the state of Oregon. This agreement serves to establish a mutually beneficial relationship between the two parties, safeguarding the interests of both the fund and the company. As with any participation agreement, certain keywords are crucial in capturing the essence of this particular contract: 1. Oregon: This keyword denotes the jurisdiction where the agreement is applicable, indicating that it is specifically tailored to comply with the state's regulations and requirements. 2. Participation Agreement: This term highlights the nature of the contract, emphasizing that it pertains to participating in the investment funds offered by VIP III. 3. Variable Insurance Products Fund, III: VIP III refers to the investment fund entity, which offers a variety of variable insurance products to investors. This keyword is essential in identifying the entity with which LACEY is entering into a partnership. 4. Lincoln Life and Annuity Company of New York: LACEY is the participating company that seeks to invest in VIP III's funds. This keyword specifies the involved party and explains their role in the agreement. It's important to note that while there may not be different types of Oregon Participation Agreement between VIP III and LACEY, there may be variations or amendments to the agreement based on specific investment products or fund classes offered by VIP III. These variations could include terms related to expense ratios, fees, or investment objectives. However, without precise information on other agreement types or classifications, this speculation cannot be confirmed. In summary, the Oregon Participation Agreement between Variable Insurance Products Fund, III, and Lincoln Life and Annuity Company of New York is a critical legal document that defines the partnership between VIP III and LACEY. Keywords such as Oregon, Participation Agreement, VIP III, and LACEY help in understanding the main elements of this agreement.
Oregon Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York
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Variable life insurance is a form of life insurance. Like other life insurance, it provides a death benefit that may be significantly larger than the amount of premiums you pay. With a variable life insurance policy, you will be required to pay premiums into an account.
Lincoln Level Advantage® indexed-linked variable annuity is a long-term investment product designed for retirement purposes. There are no explicit fees associated with the indexed-linked account options available.
Variable annuities come with tax advantages, but they can be expensive. Ideally, you should max out your contributions to your 401(k) and IRA before putting money in an annuity of any kind. That's because annuities are much more advanced products, which makes them better as secondary savings options.
Variable Annuity Disadvantages There are two big disadvantages to variable annuities that you should take into account when comparing annuity plans?the possibility of market loss and high management fees and account charges. You may also have IRS penalties and tax implications to consider.
Long-Term Care Customer Service: 888-503-8110. Variable Annuities (Prudential): 800-457-7617. Licensing and Commissions: 844-768-6777. LBL Home Office (for non-service related questions): 888-674-3667.
Traditional fixed annuities offer tax-deferred earnings with an initial interest rate guaranteed for a set number of years. Upon renewal, interest rates may be subject to change. You have access to your cash values, if any, and may be subject to surrender charges during the contract's early years.
Variable annuities are essentially an insurance contract combined with an investment product. Through a professionally managed "subaccount" (similar to a mutual fund portfolio) within your variable annuity, you invest in stocks, bonds or money market funds or a combination thereof.
A variable annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic pay- ments to you, beginning either immediately or at some future date. You purchase a variable annuity contract by making either a single purchase payment or a series of purchase payments.