Search for: "Annuity Fund"
Results 2141 - 2160
of 2,785
Sorted by Relevance
|
Sort by Date
27 Feb 2017, 7:40 am
FINRA charged Morton with both converting funds and engaging in undisclosed outside business activity. [read post]
7 Oct 2009, 2:50 pm
From an investment and financial planning perspective, structured settlement annuities represent a strategic asset class within the settlement services and special needs markets. [read post]
17 Sep 2008, 7:42 pm
" This new rule does not affect transfers or exchanges among investment funds within a single investment vehicle but would affect transfers among investment providers or different contracts or custodial accounts offered by a single provider. [read post]
11 Nov 2015, 11:49 am
These should permit financial planners to have greater flexibility with investing their clients’ funds without the risk of loss to creditors or the severe investment limitations that are necessary to offer a reduced level of protection to their clients through annuities and life insurance options. [read post]
3 Jul 2019, 1:10 pm
Instead, he and the others allegedly misappropriated the funds. [read post]
15 Feb 2016, 12:48 pm
The triggering event is usually withdrawal of the funds from the asset or account. [read post]
5 Oct 2010, 1:55 pm
When a person reaches retirement, there is social security, employer-sponsored retirement plans, IRAs, annuities and dividends. [read post]
29 Dec 2011, 4:00 pm
Fund Your Living Trust Your probate-avoidance living trust will not keep your estate out of the probate court unless you formally transfer your assets into the trust. [read post]
23 Jan 2012, 5:00 am
Planned gifts (e.g., charitable remainder trusts, charitable lead trusts, charitable gift annuities) will require special consideration. [read post]
29 Jan 2020, 11:03 am
Mutual of Omaha also reportedly dismissed Matthes after allegations in March for “creating fictitious account statements and diverting customer funds for his own personal use. [read post]
18 May 2009, 4:15 am
.* The "403(b)" referred to is a Tax Deferred Annuity that could be established by Shaffer pursuant to §403(b) of the Internal Revenue Code.** In addition, Judge Riordan commented that "even if it were determined that the creation of a ‘403 (b)' account is a condition precedent, the District should not be permitted to withhold payment of the funds. [read post]
2 Apr 2019, 11:04 am
Allegations include unsuitable sales of variable annuities, among others. [read post]
19 Apr 2017, 1:14 pm
The Older Americans Act provides funding for several food services for the elderly through Meals on Wheels at senior centers. [read post]
19 Aug 2008, 1:51 am
There is a looming ruling involving the recording industry that will futher strenghten the hand of lawyers protecting clients copyrights so I feel that lawyers and settlement professionals need to further educate themselves in this area and be in a position where they can utilize taxable, non-qualified structured annuities to fund the eventual payouts. [read post]
1 Jan 2010, 6:04 am
In a Georgia structured settlement, a third party company can arrange an annuity investment for the minor with the parent's consent. [read post]
4 Dec 2006, 3:23 pm
The historical dates (1982 and 2001) highlighted by this time line represent strategic industry transitions which are supported by the historical growth and acceleration of structured settlement annuity premium. [read post]
28 Dec 2010, 9:52 am
Policemen’s Annuity and Benefit Fund of Chicago, Dkt. [read post]
24 Sep 2021, 11:15 am
In addition, the office auditor may have questions regarding the taxpayer’s sources of income; standard of living; purchase of assets; balance of his cash on hand and in the bank; payments on loans; and receipt of borrowed funds. [read post]
3 Aug 2011, 2:51 am
., Serial Nos. 77252690, 77252698, and 77252707 [Appeal from disclaimer requirement of "recycled paper" in the marks RECYCLED PAPER GREETINGS, COMIC RELEAF RECYCLED PAPER GREETINGS and design, and RECYCLED PAPER GREETINGS and design, for greeting cards].August 23, 2011 - 10 AM: In re Modern Woodmen of America, Serial No. 77308794, 77308779, and 77308822 [Section 2(d) refusal of the mark shown below for "banking services including checking and savings account services, credit card… [read post]
14 May 2006, 11:26 am
"Beyond Structured Settlements" - S2KM's weblog includes the following additional posts about settlement transfers:Introduction to Structured Settlement Transfers; Self-funded Settlement Transfers - Questions producers should be asking annuity providers; Wentworth and Symetra Release 39 of "Structured Settlements and Periodic Payment Judgments" NSSTA - Unfortunately, NSSTA has provided almost no educational information about settlement transfers… [read post]
