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Income

Income can refer to cash flow derived from a variety of sources, including personal earnings, investment earnings, businesses or even real estate. These forms of income are generally referred to as earned income. There are also sources of unearned income, particularly when discussing investments. Dividends, capital gains and interest are common examples of unearned income.

Bloomberg on Lifetime Income Boom

Submitted by tom on

An article in Bloomberg discusses the strong revenue results recently reported by many

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Fidelity Growth and Guaranteed Income

Glossary: 
Income
Annuity Product Types: 
Variable Annuity
Company Offering: 
Fidelity
Surrender Fees: 
2%
2%
2%
2%
2%
0%
Variable Annuity Fields
Minimum Premium Payment: 
25000
Maximum Premium Payment: 
3000000
Maximum Age at Start of Contract: 
85 years
Minimum Total Fees and Expenses: 
2%
Maximum Total Fees and Expenses: 
2%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$0
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
1%
Total Number of Investment Options: 
2
Maximum Number of Concurrent Investment Options: 
2
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
2%
Key Phrases:
Glossary: 
Income
Annuity Product Types: 
Variable Annuity

Fidelity Income Advantage

Annuity Product Types: 
Variable Annuity
Glossary: 
Income
Company Offering: 
Fidelity
Variable Annuity Fields
Minimum Premium Payment: 
25000
Minimum Total Fees and Expenses: 
1%
Maximum Total Fees and Expenses: 
3%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$0
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
2%
Total Number of Investment Options: 
49
Maximum Number of Concurrent Investment Options: 
49
Guaranteed Death Benefit: 
Available
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
0%
Key Phrases:
Glossary: 
Income
Annuity Product Types: 
Variable Annuity

MetLife Growth and Guaranteed Income

Glossary: 
Income
Annuity Product Types: 
Variable Annuity
Company Offering: 
Fidelity
Surrender Fees: 
2%
2%
2%
2%
2%
0%
Variable Annuity Fields
Minimum Premium Payment: 
50000
Minimum Total Fees and Expenses: 
2%
Maximum Total Fees and Expenses: 
3%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
2%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
2%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$0
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
1%
Total Number of Investment Options: 
2
Maximum Number of Concurrent Investment Options: 
2
Guaranteed Death Benefit: 
Available
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
3%
Key Phrases:
Glossary: 
Income
Annuity Product Types: 
Variable Annuity

Fidelity Freedom Lifetime Income

Annuity Product Types: 
Variable Annuity
Glossary: 
Annuity
Income
Company Offering: 
Fidelity
Web Site: 
http://personal.fidelity.com/products/annuities/content/income_freedom_lifetime.shtml.cvsr?refpr=anncompchar04
Variable Annuity Fields
Minimum Premium Payment: 
25000
Maximum Premium Payment: 
4000000
Minimum Age at Start of Contract: 
45years
Maximum Age at Start of Contract: 
85 years
Minimum Total Fees and Expenses: 
1%
Maximum Total Fees and Expenses: 
2%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$0
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
1%
Total Number of Investment Options: 
9
Maximum Number of Concurrent Investment Options: 
1
Guaranteed Death Benefit: 
Available
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
0%
Key Phrases:
Glossary: 
Annuity
Income
Annuity Product Types: 
Variable Annuity

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