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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]
31 Mar 2010, 8:43 am
Beware that EIAs are long-term investments and withdrawing funds early may mean taking a loss. [read post]
25 Mar 2022, 8:35 am
After a nine-day trial in the Northern District of Georgia, the jury reportedly found that Cooke’s representations were fraudulent, and that instead of helping federal workers navigate their benefit options, he convinced them to roll over funds from their federal Thrift Savings Plan retirement accounts to purchase higher-fee variable annuity products. [read post]
4 Mar 2010, 10:38 pm
A United States Treasury Bond is backed by the full faith and credit of the United States government and is an alternative permissible qualified funding asset for structured settlements.A structured settlement annuity may provide a contractual guarantee "to pay out for a lifetime", however long that is. [read post]
29 Dec 2020, 7:56 pm
Specifically, that Wells Fargo: Failed to establish and maintain a supervisory system, and failed to enforce written supervisory procedures (“WSPs”), that were reasonably designed to achieve compliance with FINRA’s suitability rule as it pertains to switches from variable annuities to investment company products (i.e. mutual funds, Unit Investment Trusts (UITs), etc.). [read post]
6 Nov 2018, 8:06 am
Zamansky LLC also represents investors in arbitration cases against UBS and other brokerage firms regarding Puerto Rico bonds and UBS closed end bond funds and other investments. https://www.puertoricobondfundsattorney.com/en/ The post With No Fiduciary Rule To Worry About, Wall Street Can Push Annuities With Reckless Abandon appeared first on Zamansky LLC. [read post]
21 Nov 2012, 12:20 am
The case involved a class action filed by an annuity beneficiary alleging that the insurer sold his mother and similarly situated plaintiffs a deferred annuity that did not comply with disclosure requirements of individual annuity contracts pursuant to California Insurance Code (“CIC”) §§ 10127.10(c) and 10127.13.The parties do not dispute that: (a) the deferred annuity provides that it is a certificate issued under a group… [read post]
19 Nov 2010, 6:40 am
The Information alleges that from September 1999 through September 2009, approximately 121 annuity payments totaling $314,744 were sent by electronic funds transfers into the account Hammack controlled. [read post]
19 Nov 2010, 6:40 am
The Information alleges that from September 1999 through September 2009, approximately 121 annuity payments totaling $314,744 were sent by electronic funds transfers into the account Hammack controlled. [read post]
11 Aug 2014, 2:25 pm
In his strategy, a sickly patient would be chosen as the contract annuitant, while a wealthy client would fund the variable annuity. [read post]
29 Mar 2009, 2:18 pm
Those that buy immediate annuities from New York Life on their own and those that accept them as qualified funding assets for structured settlements seek guarantees from a company with long term financial stability. [read post]
17 Oct 2022, 10:04 am
” The applicant argued that this phrase didn’t enable her to demand or compel a return of her funds, or to compel a change of any kind. [read post]
12 Sep 2013, 8:09 am
A variable annuity, by contrast, works more like a mutual fund. [read post]
28 Feb 2012, 6:55 am
Fraudulent schemes involving theft of monies from variable annuity contracts often go undetected for a number of years, as the owners of these accounts usually do not plan on accessing the funds until many years down the road when they retire. [read post]
19 Jan 2012, 8:56 am
Fraudulent schemes involving theft of monies from variable annuity contracts often go undetected for a number of years, as the owners of these accounts usually do not plan on accessing the funds until many years down the road when they retire. [read post]
29 Jun 2010, 6:26 am
H.R. 5297 would restrict grantor retained annuity trusts (“GRATs”) to fund various measures intended to help small businesses. [read post]
21 Feb 2012, 5:10 am
A lot depends on the source of income that one has when conducting their planning and exactly how those funds are being used. [read post]
9 Dec 2006, 6:40 pm
A structured settlement can be funded with two types of qualified funding asset, a structured settlement settlement annuity or obligations of the United States government (typically US Treasuries). [read post]
8 Nov 2010, 10:53 am
At that point, the child can petition for all the funds to be released. [read post]
25 Jan 2017, 10:38 am
It is highly complex and uses structured products in the sub account as the underlying investment, not mutual funds. [read post]
