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13 Mar 2023, 11:33 am
As is routinely done in Michigan, an “SBO” Trust could be created and funded with the so-called “excess” assets. [read post]
27 May 2021, 6:05 am
When variable annuities are combined with other insurance policies, the broker’s pitch is that you can tap funds at any time. [read post]
24 Jun 2010, 12:35 pm
Special Needs Trust, Spendthrift Trust, to you personally) Payments can be regular or irregular This author submitted the following answer to the question what is a structured annuity at AnswerBag.com"A structured annuity is a type of qualified funding asset used to fund the payment of damages. [read post]
1 Mar 2010, 5:52 am
In Operating Local 649 Annuity Trust Fund v. [read post]
30 Mar 2006, 1:26 pm
The taxable gift on the funding is not equal to 100% of the value of the property transferred to the trust - instead, it is reduced by the value of the annuity interest retained by the transferor. [read post]
1 Nov 2019, 6:32 am
The tactics Valic and AIG supposedly engaged in include pushing high-cost investments such as annuities instead of low-cost products like mutual funds. [read post]
22 Dec 2020, 8:08 am
Obviously, an early request of settlement funds from a blocked account only applies if the settlement funds are in the blocked account, and not a structured annuity. [read post]
5 Jul 2013, 9:00 am
You may still want to hold on to some type of a reserve fund, even in retirement. [read post]
1 Aug 2017, 8:14 am
According to the SEC, the brokers sold approximately 200 variable annuities with a total face value of approximately $40 million to federal employees, who used rollover money from their plans to fund the purchases. [read post]
1 Aug 2017, 10:59 am
According to the SEC, the brokers sold approximately 200 variable annuities with a total face value of approximately $40 million to federal employees, who used rollover money from their plans to fund the purchases. [read post]
12 Jun 2010, 12:03 pm
Vaughan reports that the House might be voting on a bill that would fund non-estate tax reforms through restrictions on grantor retained annuity trusts: A bill to eliminate capital-gains taxes on many investments in small businesses could come to the House floor as early as Thursday. [read post]
12 Mar 2014, 10:41 am
Structured settlements are almost always funded by an annuity purchased by the liability insurance company. [read post]
15 Aug 2013, 8:00 am
It is indeed possible for a charitable gift annuity, a charitable remainder unitrust, a charitable remainder annuity trust, a life estate agreement or a pooled income fund to be converted into a current gift. [read post]
30 Sep 2011, 3:00 am
Note: In case you think your heirs may be a few fries short of a Happy Meal when the charity inherits the remainder, consider some savvy life insurance planning to replace for your heirs the value of the funds contributed to the annuity. [read post]
28 Mar 2012, 6:50 am
You might have a high yielding annuity that has a 10% surrender charge as well as a 10% additional tax penalty for removing funds early. [read post]
7 Jun 2010, 10:38 am
In this weeks edition of Speaking of Settlements, I take a look at a disturbing report put out by LIMRA in the last week of May, outlining the massive drop in sales of fixed annuity products across all annuity sellers and underwriters. [read post]
11 Jun 2008, 4:15 pm
Secondary Market - Conversely and misleadingly, Campbell's article states: "Once there is a qualified assignment of an annuity funding a structured PI settlement, the plaintiff cannot change the terms of the annuity, including the payment amounts or the payee". [read post]
21 Oct 2011, 2:39 am
STOA transactions involve a producer and/or investor offering a third party a fee for the use of the individual’s identity as the annuitant in an annuity.The Bulletin encourages insurers to implement measures to prevent or limit STOA, such as: Reviewing commission chargeback provisions and considering adjusting commissions if the facts indicate a STOA transaction; Establishing methods for detecting STOA transactions and producers who facilitate such transactions; Revising annuity… [read post]
7 Jun 2007, 12:33 pm
This type of investment requires the owners to pay hefty lump sums up front, and denies them access to said funds for a certain number of years. [read post]
19 Jul 2010, 4:11 am
May licensed insurance agents or brokers who solicit structured settlement annuities speak or write about guaranty funds in general in connection with the solicitation of annuities to lawyers or their personal injury clients? [read post]
