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4 Aug 2009, 1:34 pm
Term or Annuity d. [read post]
4 Aug 2009, 6:05 am
" "MCC's funding source, XE Capital, has been described elsewhere as a 'hedge fund' that invests in life settlements. [read post]
2 Aug 2009, 12:43 am
Sometimes a client may believe they have a 401(k) but it is really an annuity, IRA or other investment vehicle, and possibly subject to different rules.2. [read post]
31 Jul 2009, 4:02 pm
Any delay in funding may result in i) the movement of the quote payment dates by the same number of days as the delayed funding or ii) a higher annuity cost. [read post]
29 Jul 2009, 3:43 am
Distributions from the annuity during the life of the Payee will be funded by income earned in the Account or sales of assets within the Account. [read post]
28 Jul 2009, 9:33 am
A good industry resource would be Dan Durbin, the NSSTA President who is with Allstate Life Insurance Company, an annuity issuer that has had its Advanced Funding Exchange Notice (AFEN) in place for some time. [read post]
28 Jul 2009, 6:25 am
The gift annuity rates recommended by the American Council on Gift Annuities (“ACGA”), which are widely used by bona fide charities, have been computed to produce an average gift to the organization at the expiration of the annuity agreement of approximately 50% of the amount originally donated under the contract. [read post]
27 Jul 2009, 7:18 am
G-2/08 (PatLit) MARQUES and other organisation take united position on the Cooperation Fund (Class 46) EU communication on future of competition law framework for motor vehicle sector (BLOG@IP::JUR) EU ‘Friends of the Presidency Group’ discussing non-agricultural geographic indications (BLOG@IP::JUR) Scents and sense – or perfumes for peanuts? [read post]
26 Jul 2009, 8:23 am
Brokers at each of the firms operated out of branches of affiliated banks and sold variable annuities ("VA"), mutual funds or unit investment trust (”UIT”) transactions to bank customers. [read post]
24 Jul 2009, 11:35 am
Click here for all blog postings about variable annuities. [read post]
24 Jul 2009, 10:34 am
The government is already is looking to encourage the purchase of income annuities from retirement plans as longevity insurance through introduced legislation. [read post]
23 Jul 2009, 3:53 pm
FINRA announced today that it fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures related to variable annuity (VA), mutual fund or unit investment trust (UIT) transactions. [read post]
22 Jul 2009, 7:18 am
If the recent emails and conversations i'm having with other brokers around the industry are any indication, the approved lists maintained by property casualty companies of the life markets they will use to fund a structured settlement annuity are the next pillar of the old business model that might be under attack. [read post]
21 Jul 2009, 8:11 am
I did get finally a letter from Structured Asset Funding L.L.C, which is going to fund the money. [read post]
20 Jul 2009, 1:25 pm
A 403(b) plan may be funded through one or more annuity contracts, or through custodial accounts invested solely in mutual funds. [read post]
19 Jul 2009, 3:53 pm
He might have set up a charitable remainder trust, which would have created an annuity for the widow and then left the remaining funds to charity without any estate tax. [read post]
17 Jul 2009, 3:05 pm
As IRC 130(d) clearly states obligations of the United States government are a permissible "qualified funding asset". [read post]
11 Jul 2009, 7:03 pm
No matter what Washington tells us, loans are NOT being reworked and the banks are in fact sitting on the TARP funds and bail out dollars. [read post]
9 Jul 2009, 2:09 am
Similar results occur when an insurer invests in certain insurance contracts that cover the lives of their employees, officers, directors or 20-percent shareholders and fund deductible reserves with tax-exempt or tax-deferred income. [read post]
6 Jul 2009, 8:37 pm
Structured settlements that are funded with annuities can at best provide a fixed increase that must be determined when the structure is created, compounding annually. [read post]
