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21 Mar 2012, 3:20 pm
The firms largest single shareholder, John Paulson whose hedge fund is reported to own 8.5% of the Hartford Financial Services Group, (HIG) had in a analyst phone call last month made it clear that management needed to do something to boost the value of the stock. [read post]
6 May 2021, 9:02 am
By investing IRA funds in a variable annuity, that benefit is irrelevant. [read post]
24 Feb 2010, 11:20 am
This will be part of a recurring series of conversations I will be having on the ideas and strategies for those looking to use annuities to fund or finance retirement, care plans, settlement plans and other conservative income strategies using insurance company products. [read post]
5 Jan 2021, 12:16 pm
Continue Reading › The post Transamerica To Pay $8.8M Over Unsuitable Mutual Fund, 529 Plans, and Variable Annuity Sales appeared first on Investor Lawyers Blog. [read post]
19 Feb 2019, 2:02 pm
Lamendola also allegedly paid $15,999.55 to the customer to settle his verbal complaint regarding the purportedly mistaken IRA deposits, but Lamendola allegedly did not notify his member firm of the customer’s complaint nor his payment of funds to the customer to resolve the complaint. [read post]
1 Jan 2009, 10:33 pm
When used in that context the payments are income tax exempt in the same way that payments from a structured settlement funded by an annuity are income tax exempt. [read post]
2 Nov 2009, 4:00 am
The only stipulation is that the value of the annuity amount must be ascertainable at the time the trust is funded. [read post]
26 Jul 2007, 12:16 pm
FOR THE PAST 10 YEARS, INDEX FUNDS HAVE GENERALLY OUTPERFORMED VARIABLE ANNUITY SUBACCOUNTS. [read post]
6 Feb 2011, 4:31 pm
EIAs not only limit the upside potential, they are structured to be long-term investments that carry significant penalties if the investor needs to withdraw his or her funds early. [read post]
22 May 2023, 7:09 am
Cashing out an annuity typically refers to withdrawing funds from an existing annuity contract before its maturity date. [read post]
21 Nov 2014, 8:25 am
On November 19, attorneys representing families and the Commonwealth of Pennsylvania argued consolidated cases before a panel of the Third Circuit Court of Appeals, involving use of short-term annuities in connection with applications for Medicaid-funded care. [read post]
5 Dec 2009, 8:31 am
You may not be aware that a structured settlement need not only be funded with an annuity. [read post]
12 Jul 2017, 12:02 pm
According to FINRA, the customer stressed to Padilla that they did not want any of their funds invested in a variable annuity due to the high fees associated with variable annuities and because of their desire for liquidity. [read post]
5 Dec 2013, 8:03 am
Many of these Genworth funded structured settlements involve annuity contracts issued by United Pacific Life Insurance Company, a former Reliance subsidiary which Reliance sold in 1993 and which is now known as Genworth Life Insurance Company. [read post]
22 Dec 2014, 10:08 am
Also attending the conference was the Director of the SEC's Division of Investment Management ("DIM"), who discussed his views on how to address concerns created by new trends in variable annuities and the recent growth of alternative mutual funds. [read post]
16 Jan 2012, 9:00 pm
Such retirement account assets may include distributions from defined contribution plans, 401(k)’s or IRA accounts to fund an immediate annuity. [read post]
11 Feb 2013, 2:00 am
Husband purchased the annuity during the marriage with funds from his separate assets. [read post]
9 Jun 2022, 10:21 am
Annuities may be more costly than mutual funds since insurers generally charge a premium for their guarantee. [read post]
22 Feb 2007, 5:26 am
Swiss annuity monies must be managed by Swiss money managers; the client cannot choose an independent fund manager. [read post]
7 Mar 2007, 3:21 pm
In the standard structured annuity that is used to fund this sort of solution I selected Hartford Financial Services structured settlement annuity product, with the rate code effective on the date of this post, March 7th, 2007. [read post]
