A fixed indexed annuity is a deferred annuity designed to provide growth potential based on the returns of a market index (e.g., the S&P 500® Index) while providing protection against negative returns of the same market index. In addition, they frequently offer a guaranteed level of lifeti...
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk...
Whenviewing Fidelity's fixed income search results pages, you may see"Step-Up" instead of a numeric coupon rate. This means the coupon will"step up" over time at pre-determined rates and dates in the future.Click Step-Up to see the step-up schedule. Back Coupon Type Identifies how a b...
or enter both to specify a range and refine their search; when viewing Fidelity's fixed-income search results pages, the term "Step-Up" instead of a numeric coupon rate means the coupon will step up, or increase over time at pre-determined rates and dates in the future; clicking Step-Up...
or enter both to specify a range and refine their search; when viewing Fidelity's fixed-income search results pages, the term "Step-Up" instead of a numeric coupon rate means the coupon will step up, or increase over time at pre-determined rates and dates in the future; clicking Step-Up...
In addition, it offers annuity and life insurance products, such as deferred and immediate annuities, as well as indexed universal life insurance products; and funding agreements and pension risk transfer (PRT) solutions. Further, the company engages in the real estate brokerage business. Fidelity ...
Tim Maurer, financial planner with the Financial Consulate, is one of the advisors in the thick of this conversation. Maurer said that one problem for the fund companies is that the income market is one in which insurance companies have long dominated with annuity products. "Let's face it, ...
Fixed rates from 8.99% APR to 29.99% APR. APR reflects the 0.25% autopay discount and a 0.25% direct deposit discount. SoFi Platform personal loans are made either by SoFi Bank, N.A. or , Cross River Bank, a New Jersey State Cha...
AM Best is a well-known insurance rating agency that rates companies on a scale of A++ (Superior) to D (Poor). The ratings are based on an insurer's ability to pay claims, debts, and other financial obligations. Look for an insurer with at least an A- (Excellent) rating. The ...
The name you give to a Fidelity account or annuity. For example, you could name a retirement account 401(k) Rollover Account. Back Account Number A Fidelity-assigned number used to identify a specific account, or the number of a bank account you use with theFidelity Electronic Funds Transfer...