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  2. Annuities in the United States - Wikipedia

    en.wikipedia.org/wiki/Annuities_in_the_United_States

    Annuities in the United States. In the United States, an annuity is a financial product which offers tax-deferred growth and which usually offers benefits such as an income for life. Typically these are offered as structured ( insurance) products that each state approves and regulates in which case they are designed using a mortality table and ...

  3. Voya Financial - Wikipedia

    en.wikipedia.org/wiki/Voya_Financial

    Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. [2] In April 2014, the company rebranded itself as ...

  4. Transamerica Corporation - Wikipedia

    en.wikipedia.org/wiki/Transamerica_Corporation

    The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado ...

  5. Great-West Lifeco - Wikipedia

    en.wikipedia.org/wiki/Great-West_Lifeco

    Great-West Lifeco Inc. is a Canadian insurance-centered financial holding company that operates in North America (Canada and United States), Europe and Asia through five wholly owned, regionally focused subsidiaries. Many of the companies it has indirect control over are part of its largest subsidiary, The Canada Life Assurance Company; the ...

  6. 1035 Exchange: How To Exchange an Annuity or Life Insurance ...

    www.aol.com/1035-exchange-exchange-annuity-life...

    A 1035 exchange is a type of like-kind exchange that allows a tax-free exchange of a life insurance policy, annuity contract, long-term care product or endowment for another of a similar structure ...

  7. Form 1099-R - Wikipedia

    en.wikipedia.org/wiki/Form_1099-R

    Form 1099-R, 2015. In the United States, Form 1099-R is a variant of Form 1099 used for reporting on distributions from pensions, annuities, retirement or profit sharing plans, IRAs, charitable gift annuities and Insurance Contracts. Form 1099-R is filed for each person who has received a distribution of $10 or more from any of the above.

  8. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]

  9. Lincoln National Corporation - Wikipedia

    en.wikipedia.org/wiki/Lincoln_National_Corporation

    US$ 20.272 billion ( Fiscal Year Ended December 31, 2021) [1] Number of employees. 11,000+ (2022) Website. lincolnfinancial .com. Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies.