Abstract
No book taking up the subject of professionally managed assets (PMAs) could be complete without a detailed examination of annuities and, most notably, the deferred variable annuity. Such is the purpose of this chapter.
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The full Morningstar quote for the Jackson National Life Perspective II Variable Annuity (JNL VA) includes four additional pages, which list the names of the 98 subaccounts, the advisor and subadvisor for each account, the category of fund (for example, large growth or large blend), and the fixed-expense charges, as well as the Morningstar star rating for each subaccount and its percentage total return. In turn, the total returns are provided for year to date (YTD), one-year return, and a five- and ten-year return if the fund has been in existence for at least that period from the policy inception date.
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© 2013 Keith R. Fevurly
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Fevurly, K.R. (2013). Variable Annuities. In: The Handbook of Professionally Managed Assets. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-6020-2_15
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DOI: https://doi.org/10.1007/978-1-4302-6020-2_15
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Publisher Name: Apress, Berkeley, CA
Print ISBN: 978-1-4302-6019-6
Online ISBN: 978-1-4302-6020-2
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