Category: Indexed Annuities

FEIA: 3 of 3 – Surrender Charges

Fixed Equity Indexed Annuity  Part 3 of 3:  Surrender Charges One of the restrictions placed on a Fixed Equity Indexed Annuity (FEIA)  is the Surrender Charge.  The fundamental question is why are the charges there, and can the charges be avoided?  First, the Insurance Company provides a number of Contractual Benefits  when an FEIA is […]

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FEIA: 1 of 3 – How to RIDE the “Bull” and DODGE the “Bear”

FIXED EQUITY INDEXED ANNUITIES Part 1 of 3:  How to RIDE  the “Bull” and DODGE the “Bear”. One of the Primary Characteristicsof a Fixed Equity Indexed Annuity (FEIA) is safety of principal provided as a guarantee by the underlying Life Insurance Company.  Additionally, 100% of the premium is credited to the FEIA Account Value (AV) […]

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Fixed Equity Indexed Annuities (FEIA)

I) Fixed Equity Indexed Annuities (FEIA): “Building a Better Mousetrap” Everyone would like their investments to have a High Rate of Return, Safety of Princiapl, and Liquidity. In actual practice, you must give up one of these to get the other two. For example: a bank savings account has Safety ofPrincipal (FDIC) and Liquidity, but as […]

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Competitive Rate of Return

The Net Rate your Strategies Receive with Regard to Similar Returns that are Available. If your Strategy has Safety of Principal, you understand your Strategy, and you have taken all the steps to ensure your Strategy is efficient, then the Rate of Return does not need to be as high to achieve the same result […]

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