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18 Apr 2009, 12:00 pm
Grow the "settlement planning" business model featuring: Qualified settlement funds (QSFs); Structured settlement annuities - qualified and non-qualified under IRC 130; Settlement trusts; MSAs; SNTs; New products such as tax-free disability funds; Secondary life and annuity markets. [read post]
17 Apr 2009, 11:11 am
Congress further required the trustee of an IRA to file annual reports:The bill provides that the trustee of an individual retirement account (or issuer of a retirement annuity) is to report annually to the Secretary of the Treasury regarding contributions to the account or annuity and regarding other matters as prescribed by regulations. [read post]
15 Apr 2009, 10:50 pm
(2) What kind of circumstances would justify turning down a particular funding source? [read post]
15 Apr 2009, 11:53 am
* Give 15% of your income to Social Security, or use that money to buy annuities from a diverse portfolio of insurance companies? [read post]
15 Apr 2009, 3:47 am
April 14, 2009) (found here)On appeal Scott contended that the district court incorrectly calculated the amount of restitution he owed his victims because it had included "lost investment returns, calculated as of the date of sentencing from funds that when stolen were invested in either a variable annuity or an IRA. [read post]
14 Apr 2009, 3:53 pm
Structured Asset Funding advertising asserts claims that it is "a national leader in providing FAST cash now service from your structured settlements and annuities". [read post]
14 Apr 2009, 12:06 pm
Can I use a bank account to fund a pet trust for my dog, Cheyenne? [read post]
14 Apr 2009, 11:21 am
Brokers said they were pushed hard to sell Fidelity's own life insurance products, particularly annuities, and Portfolio Advisory Services, a program managed by a Fidelity-run registered investment adviser that invests in Fidelity mutual funds or a mix of proprietary and external mutual funds. [read post]
14 Apr 2009, 9:24 am
The IRS has recently seen an increase in the improper use of private annuity trusts and foreign trusts to divert income and deduct personal expenses. [read post]
14 Apr 2009, 6:21 am
While qualified assignment companies are often affiliated special purpose corporations of the annuity issuing life insurance company, it is the qualified assignment company that takes on the obligation of the defendant or its insurer and funds it with an annuity contract (or United States Treasury obligations) Had Mr. [read post]
13 Apr 2009, 8:26 am
· Does this product provide the requisite liquidity to fund cancellations? [read post]
12 Apr 2009, 5:46 am
Best rating of A+, Class VIII or better Has complied with applicable provisions of Minnesota statutes 549.30 and 549.34 If the annuity issuer is related to the settling party or its insurer then the structured settlement must be at least as favorable as at least one other competitively offered annuity obtained from a qualified insurer that is unrelated to the settling party or its insurer Rule 145.06(b)(3) also permits a structured settlement trust making periodic payments… [read post]
8 Apr 2009, 7:09 am
Risk qualified settlement fund. [read post]
7 Apr 2009, 7:22 pm
The trust kit company in this case, like most, did not help people "fund" their trusts, but instead relied on "pour-over wills", which transfer assets into the trust after death. [read post]
7 Apr 2009, 4:48 pm
4structures.com, LLC has introduced a structured settlement flow chart which helps explains how a structured settlement works when a structured settlement is funded with one or more structured annuities. [read post]
6 Apr 2009, 1:42 pm
If a participating broker could not arrange a structured settlement funded with a Hartford Life annuity, the broker was to arrange an all-cash settlement so Hartford would not lose annuity business to competitors. [read post]
1 Apr 2009, 8:40 am
The company's predecessor structured annuity issues include Commercial Union Life, CGU LIfe, Aviva Life Insurance Company and their New York subsidiaries.In addition to competitive rates, Aviva was an extremely popular choice for the plaintiff settlement planners due to Aviva being one of the few companies accepting qualified assignments from a single claimant qualfied settlement fund (468B settlement fund).A.M. [read post]
30 Mar 2009, 4:38 pm
This opinion letter was published by the OGC in January 2009 and that spot is now blankNSSTA reported to its members that at National Association of Insurance Commissioners (NAIC) Spring 2009 National Meeting, the Annuity Disclosures Working Group of the Life Insurance and Annuities (A) Committee began considering a proposal by its Chairman, Jim Mumford of the Iowa Insurance Division, to develop "guidelines . . . for more specific disclosure of guaranty fund… [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]
28 Mar 2009, 2:35 pm
He says "so, would you and your client rather have 100 percent of the claimant's settlement proceeds invested in an annuity now or 91.5-96 percent of those funds invested now? [read post]
