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Portfolio Director Fixed and Variable Annuity Application - usfca

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The document is an application form for the Portfolio Director® Fixed and Variable Annuity offered by The Variable Annuity Life Insurance Company (VALIC). It collects personal information from the annuitant/applicant, including beneficiary designations, investor profiles, contribution information, and delivery preferences. The form also includes sections on affirmations, financial advisor details, and important legal warnings regarding fraud and withdrawal restrictions. It outlines various investment options available under the annuity contract.

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What is a portfolio director fixed and variable annuity?

Portfolio Director Fixed and Variable Annuity (Portfolio Director) is sold through employer-sponsored plans or in the individual IRA on non-qualified market. Portfolio Director combines two investment approaches, the guaranteed of fixed options and the potential for greater return from variable options.

What does a portfolio director do?

Portfolio-based income annuities Heres how it works: With a portfolio-based annuity, you are guaranteed a minimum level of income, but that income can grow through dividends. While dividends arent guaranteed, a company can choose to pay them based on yearly performance.

How many days does a principal have to approve a variable annuity?

Review and Approval Within seven days of receiving a complete and correct application package for a deferred variable annuity, a registered principal has to review the recommendation.

What is the difference between a fixed annuity and a variable annuity?

A fixed annuity may be a better option than a variable annuity if you have a more conservative risk tolerance and you seek predictable interest and principal protection. A variable annuity may be a better option if you have a higher risk tolerance and want the potential for long-term market-based growth.