Annuities

 

Link Index

Multiple Investment Options. Most variable annuity contracts offered today are funded by what is sometimes referred to as a "two-tier" investment company structure. The top tier is a separate account established by an insurer and registered with the Commission as a unit investment trust. The separate account itself ordinarily is divided into subaccounts, each investing in the shares of a designated class of shares of an underlying fund ("underlying funds"). The lower tier thus consists of the underlying funds. Most contracts offer 10 or more underlying funds, which may or may not be affiliated with one another. Under current rules, it is customary to include information concerning simultaneous transactions in subaccounts on a single confirmation. For example, a confirmation for the initial sale of a variable annuity will report not only the transaction entailing the issuance of the variable annuity contract but also information reporting the unit value, number of subaccount units and dollar value of the allocation of the initial premium to each selected subaccount.

Securities and Exchange Commission Reports

Annuity Mortgages
Annuity Mortgages
http://www.totalreturnannuities.com/mortgages

Annuity Commission 
Annuity Commission
http://www.annuitycommissions.com

Deferred Annuities
Deferred Annuity
http://www.deferred-annuities.com

Annuities
annuities
http://www.gtranslator.org


Immediate Annuities
annuities
http://www.immediateannuities.com


 

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