Search for: "Annuity Fund "
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3 Oct 2006, 3:08 pm
More particularly, the new allows for life insurance and annuity contracts to add long-term care insurance riders and use the cash value of the life insurance and annuity contract to cover the cost of long-term care insurance premiums without incurring taxable distributions. [read post]
23 May 2011, 3:26 am
A balloon-style immediate annuity is funded with a single premium of no less than $5,000. [read post]
19 Dec 2006, 7:11 am
The list may be helpful to you if you already have a structured settlement, structured sale or structured attorney fee annuity and need some immediate help : Change of Beneficiary for your structured settlement or structured sale annuity payments Change of Address for your structured settlement, structured sale or structured attorney fee payments Change of Bank for the direct deposit or electronic funds transfer (EFT) of your structured settlement, structured sale or… [read post]
4 Apr 2022, 7:43 am
Allegations include unsuitable recommendations, unsuitable annuity sales, variable annuity switching, among others. [read post]
9 Jan 2010, 10:11 am
The rights to structured settlements funded with annuities can in fact be transferred. [read post]
31 May 2021, 6:52 am
Adding that amount to the calculations, an MCA can insure that Jane will have the funds to be able to cover the private pay cost at the facility during the penalty. [read post]
18 Jul 2007, 7:35 pm
Underlying Fund Expenses: relating to investment options. [read post]
14 Mar 2011, 1:21 pm
The regulations exempt certain transactions — direct response solicitations where there is no recommendation made based on information collected from the consumer, for instance, as well as annuities used to fund certain other investments, such as ERISA plans. [read post]
19 Jul 2010, 7:00 am
You may specify a bank account, a savings or money market account, an annuity, an IRA, a payable on death bank account or other form of contractual agreement to fund a pet trust. [read post]
2 Sep 2014, 9:13 am
The investment options for a variable annuity are usually a selection of a group of mutual funds. [read post]
14 Apr 2009, 3:53 pm
Structured Asset Funding advertising asserts claims that it is "a national leader in providing FAST cash now service from your structured settlements and annuities". [read post]
13 Dec 2013, 7:49 am
One method which can be used to increase the funds available to the community spouse is an annuity which converts funds into income for the community spouse. [read post]
20 Jan 2018, 12:00 am
We might take a second bite at the apple and try to save some more funds. [read post]
17 Mar 2013, 9:22 am
For a discussion of alternative funding options ("qualified assignments" vs. [read post]
15 May 2009, 11:45 am
The matter was settled in August 2008 and a large structured settlement funding with an annuity from American international Life Assurance Company of New York was part the resolution of her case. [read post]
1 Jul 2021, 7:25 am
As to the annuity policy, Byrd was advised the the carrier/fund family would directly service his needs and should be contacted directly by him. [read post]
27 Dec 2016, 12:52 pm
Bardine, 54, a former insurance agent from Minnetrista, Minnesota., allegedly convinced the widow of a deceased client, along with other clients, to cash in their annuities to fund an “investment opportunity” in 2013 and 2014. [read post]
2 Dec 2016, 7:30 am
The violations included (1) using client funds to purchase annuities from a company where the attorney was an agent and received a commission on the sale, (2) improperly cashing out existing annuities, which resulted in charges to the ward, (3) charging excessive fees to a guardianship estate, and (4) intentionally misusing over $10,000 of estate funds in another guardianship. [read post]
2 Dec 2016, 7:30 am
The violations included (1) using client funds to purchase annuities from a company where the attorney was an agent and received a commission on the sale, (2) improperly cashing out existing annuities, which resulted in charges to the ward, (3) charging excessive fees to a guardianship estate, and (4) intentionally misusing over $10,000 of estate funds in another guardianship. [read post]
2 Dec 2016, 7:30 am
The violations included (1) using client funds to purchase annuities from a company where the attorney was an agent and received a commission on the sale, (2) improperly cashing out existing annuities, which resulted in charges to the ward, (3) charging excessive fees to a guardianship estate, and (4) intentionally misusing over $10,000 of estate funds in another guardianship. [read post]
