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13 Dec 2017, 1:47 pm
Walker, alleging “… unauthorized sales of various stocks, unauthorized and unsuitable purchases of variable annuities and unauthorized mutual fund switches between June 2014 and June 2015. [read post]
21 Jan 2019, 1:09 pm
Variable Annuity Fraud At Shepherd Smith Edwards and Kantas, LLP (SSEK Law Firm), our variable annuity investor lawyers are here to work with investors that have unnecessarily lost funds due to variable annuity fraud or because of inappropriate VA recommendations that were made to them by a financial representative and/or broker-dealer. [read post]
4 Jan 2019, 8:30 am
The customer also alleged that being invested in 100% high yield bond funds does not match her risk tolerance. [read post]
1 Feb 2010, 1:52 pm
The teachers are suing on behalf of all individuals who bought a VALIC deferred annuity after Jan. 1, 1974, in order to fund a qualified retirement plan. [read post]
4 Sep 2008, 6:07 pm
Sales are tracked for a comprehensive range of annuity product types such as variable annuities, fixed deferred annuities including indexed annuities, market value adjusted annuities, and book value annuities, as well as immediate annuities and structured settlements". 4structures.com, LLC has the resources to assist you with many types of fixed annuities such as:Structured Settlement Annuities for… [read post]
2 Oct 2020, 5:59 pm
Managed by Vida Capital, the limited partnership invests in annuities and life- and structured settlements. [read post]
4 Mar 2013, 12:44 pm
The hedge funds, Foresee Strategies Insurance Fund, were issued by Sun Life Financial as variable annuity subaccounts to Sala-Multi Series Fund and than sold to investor by various broker-dealers such as SagePoint Financial Inc, Geneos Wealth Management Inc, Lincoln Financial Network, National Planning Corp, and FSC Securities Corp. [read post]
4 Feb 2008, 7:52 pm
The caller had created a "grantor retained annuity trust" which he funded with about $500,000 within two years of being sued. [read post]
26 Mar 2014, 10:25 am
Minimum investment funding is $500,000. [read post]
10 Oct 2006, 3:56 am
The UK’s Pension Protection Fund, which covers insolvent UK pension funds, has published a Statement of Investment Principles that includes a 20% benchmark for equity investment. [read post]
10 Jul 2012, 4:31 pm
THAT WAS THEN: "Sovereign Funding Group will purchase all or a portion of your annuity payments and pay you a lump sum amount of cash now". [read post]
10 Apr 2014, 7:01 am
Payments can grow if financial markets do well because they are tied to an investment portfolio, usually consisting of mutual funds holding stocks and bonds. [read post]
4 May 2012, 1:06 pm
It was just in March that The Hartford made it known that it was planning to get out of the annuities business to focus on mutual funds, group benefits, and property and casualty insurance. [read post]
4 Dec 2008, 12:16 am
An investor's money is placed in various mutual fund-like "sub-accounts" in return for a guaranteed minimum payout, as well as a higher return if your mutual funds' values increase by over a certain amount This means that even if a buyer sustains significant losses on an investment, he or she must still receive the fixed, minimum income benefits that were promised. [read post]
23 Jan 2007, 1:43 pm
On page 311, item 4. they state that, "We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
13 Mar 2007, 12:17 pm
The cash value account is invested in the fund portfolios and essentially should track the market if indexing is utilized. [read post]
5 Jul 2013, 9:00 am
The post Retain Your Reserve Fund appeared first on Levine & Furman, LLC. [read post]
5 Jul 2013, 9:00 am
The post Retain Your Reserve Fund appeared first on Levine & Furman, LLC. [read post]
15 Sep 2012, 12:57 pm
Retirement Board of the Firemen’s Annuity Benefit Fund of Chicago, 2012 IL App (1st) 111625 (7/18/12). [read post]
12 Oct 2017, 12:30 pm
You put money into it, and once you reach a certain age or disability, you begin retrieving funds. [read post]
