Search for: "Annuity Fund "
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1 Sep 2023, 7:47 am
Scott defined exploitation as a person in a position of trust with a vulnerable adult obtaining their funds, assets, or property to deprive the vulnerable adult of them for someone else’s benefit. [read post]
1 Sep 2023, 6:44 am
Three prior disclosures by Saw are all customer disputes: Filed on 6/9/2016, this customer alleged that Saw “misrepresented” a variable annuity purchased in November 2013. [read post]
27 Aug 2023, 7:49 pm
” Mehringer allegedly made unsuitable recommendations of excessively expensive short-term trading of mutual fund Class A shares. [read post]
25 Aug 2023, 11:47 am
The claimants alleged that Woodbury breached its fiduciary duty, was negligent and engaged in fraud and deceit in connection with selling them investments in several companies, variable annuities and A-share mutual funds. [read post]
22 Aug 2023, 6:27 pm
Because of this, there are no segregated funds for these investors to recover from the liquidation proceedings. [read post]
21 Aug 2023, 7:03 pm
</span> </h2> <p> <br/> </p> <p> <span style="display: initial;"> Some property and assets are disbursed outside of probate, including: </span> </p> <ul> <li> <span style="display: initial;"> Property held in joint tenancy with rights of survivorship </span> </li> … [read post]
18 Aug 2023, 6:03 pm
It turns out that your $32,000 was in an index fund and today it’s worth $320,000. [read post]
17 Aug 2023, 10:49 am
The money was allegedly taken from client annuities through withdrawals and fraudulent loans. [read post]
16 Aug 2023, 12:49 pm
The structured settlement will likely fund an annuity policy via the defendant’s insurance company, guaranteeing you a consistent flow of income over a certain amount of time. [read post]
15 Aug 2023, 1:32 am
” However, despite claiming to utilize various asset classes, investigations in 2019 revealed that Gallagher had purchased only a single annuity, valued at $75,000, from these proposed return-generating assets. [read post]
14 Aug 2023, 12:09 pm
If available, you may want to bring:Deed to Real Estate, Copy of Real Estate Tax Bills, Health Insurance Policy, Existing Nursing Home Contract (if any), Existing Life Insurance Policies, Life insurance paperwork indicating the face value, death benefit, and cash value with respect to the policy, Copies of all current bank statements, Copies of all Series E or EE bonds, Most current statement from Stockbroker, Most current Mutual Fund statements, Most current statement for IRA account, Most… [read post]
14 Aug 2023, 11:36 am
The state of Hawai’i initiated a complaint with allegations that Woodard offered “investment advice and sale of equity indexed annuities through a letter which may mislead clients with regard to nature of investments and investment services. [read post]
14 Aug 2023, 2:11 am
Kitts allegedly stole $3,000,000 from her clients by purportedly forging their signatures on withdrawal requests from variable annuities, forging signatures to wire funds from client brokerage accounts, and misleading clients into withdrawing funds to make fake tax payments. [read post]
9 Aug 2023, 9:01 pm
This would go beyond mere calculation of capital and include also include creating new securitization structures, issuing new types of capital instruments, and identifying alternative funding sources.6 The Capital Proposal’s increases in capital requirements would also increase the costs of bank lending and trading activities, driving some of these activities to nonbank financial institutions, or increasing the costs for customers and counterparties in the Main Street economy. [read post]
8 Aug 2023, 9:02 pm
Instead, their financial advisors allegedly unsuitably invested their funds in these risky, little-protected offshore annuities while promising that their money would be secure. [read post]
3 Aug 2023, 11:22 am
FSC’s customers who invested in the fund suffered significant losses. [read post]
1 Aug 2023, 6:58 pm
Brokerage Firm Allegedly Sold Colorado Bankers Life Insurance Annuities To Retirees and Seniors If you are one of the tens of thousands of investors whose funds have been frozen in a CB Life annuity from Colorado Bankers Life Insurance, you may be able to sue your broker-dealer for your losses. [read post]
27 Jul 2023, 4:40 am
For example, an equity indexed annuity might guarantee a minimum 3% return over a certain number of years, but only if you withdraw funds in the form of lifetime monthly income. [read post]
20 Jul 2023, 2:09 am
For this service, brokerage firms are generally paid a high commission, often 7% or higher (a 7% up front commission is well in excess of the commissions offered financial advisors selling annuities or mutual funds, which creates an inherent conflict of interest for advisors recommending DST investments). [read post]
18 Jul 2023, 10:46 am
Let’s take a look at what current tax factors influence Georgia’s retirement-friendliness as well as what’s on the horizon to make it a better fit for retirees looking to make the most of their retirement funds. [read post]
