Max Income Option Provides:
- Up to 7.25% (ages 72+, single life) as initial income
- Guaranteed 5.50% income credits
- Flexibility in coverage and taking income
Attached here is a case study from AIG on the new Lifetime Income Choice’s Max Income Option. Max Income Option Provides:
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Fidelity provides a valuable service for its customer - the Equity Summary Score for most of the large cap stocks, and many smaller cap stocks. Below is a high level description, more detailed description in the attached document below. The Equity Summary Score provides a consolidated view of the ratings from a number of independent research providers on Fidelity.com. Historically, the maximum number of providers has been between 10 and 12. However, some stocks are not rated by all research providers. Since the model uses a number of ratings to arrive at an Equity Summary Score, only stocks that have four or more firms rating them have an Equity Summary Score. It uses the providers’ relative, historical, recommendation performance along with other factors to give you an aggregate, historical accuracy‐weighted indication of the independent research firms’ stock sentiment. Principal® market research shows business owners rank income protection as their #3 priority for business solutions, yet only 42% have disability income insurance.
Helping business owners get the income protection they need can be easy with Principal's 3-3-3 program. With this program, business owners can get pre-approved for a 3A occupation class quote when they meet these simple eligibility guidelines: • 3+ years as owner of their business • 3+ employees (in addition to themselves) or sub-contract manual labor • $30,000+ net income in each of the previous two years Here is how this program works:
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