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15 Aug 2023, 1:32 am
” However, despite claiming to utilize various asset classes, investigations in 2019 revealed that Gallagher had purchased only a single annuity, valued at $75,000, from these proposed return-generating assets. [read post]
10 Nov 2007, 8:11 am
With a typical commission of 3.5% to 4.0% per structured annuity, we are talking about a gross commission of anywhere between $700 to $1400 per case. [read post]
7 Jan 2016, 12:31 pm
There shall also be excluded from the augmented estate any life insurance, accident insurance, joint annuity or pension payable to a person other than the surviving spouse.3B:8-6. [read post]
26 Jul 2017, 10:31 pm
It just asserted there was a common enterprise and observed in passing that investor funds were pooled to fund projects. [read post]
2 Jul 2007, 11:32 am
Basically, she recommended unsuitable mutual funds and variable annuities to a number of elderly and retired customers. [read post]
16 Apr 2015, 2:55 pm
It was a major insurer providing life, annuity and supplemental health insurance. [read post]
7 Jun 2014, 6:45 am
He also obtained premium financing agreements on fake policies and kept those funds. [read post]
20 Nov 2021, 12:55 pm
If a broker offers insurance products such as variable annuities or life insurance policies, you should also verify that the broker is licensed with their state’s insurance commission. [read post]
26 Jul 2017, 10:31 pm
It just asserted there was a common enterprise and observed in passing that investor funds were pooled to fund projects. [read post]
30 Oct 2012, 9:30 am
As part of the planning, I drafted my fair share of CRUTs (charitable remainder unitrusts) and CRATs (charitable remainder annuity trusts) as well as the counterpart to those, charitable lead trusts. [read post]
2 Oct 2022, 12:47 pm
Unable to use new funds to repay old investors, GWG immediately ran into liquidity problems. [read post]
1 Mar 2020, 5:22 am
Instead, Minghenelli spent the funds on personal expenses. [read post]
4 Jan 2024, 9:05 pm
FSOC reviewed bank capital and profitability, liquidity and funding and credit risks, concluding that increases in funding costs, deposit outflows and declines in lending volumes could affect bank profitability, and commercial real estate portfolios in regional banks may be sources of financial stability risk. [read post]
6 Nov 2023, 1:50 pm
Third, that person is very likely using the trust to get a foot in your door to market annuities or other insurance products to you. [read post]
17 Sep 2022, 8:22 am
Unable to use new funds to repay old investors, GWG immediately ran into liquidity problems. [read post]
5 Dec 2011, 12:53 pm
These include: sales of structured products; private and other unregistered offerings; municipal securities; mutual funds; and variable annuity sales and exchanges. [read post]
24 Apr 2010, 6:25 pm
"This transaction established a new, more liquid benchmark in the asset backed market which was underlined by strong investor demand from insurance companies, money managers and hedge funds. [read post]
3 Mar 2018, 12:00 am
As you enter retirement, one of the biggest concerns is: will you have enough? [read post]
1 Feb 2022, 1:01 pm
The court noted the allegations that using multiple recordkeepers and failing to solicit competitive bids imposed higher costs on participants, but the court concluded that the plan had “explained it was prudent to have this arrangement so [the Plans] could continue offering” the TIAA Traditional Annuity, given that TIAA had required the Plans to use TIAA as the recordkeeper for all TIAA funds in the plan. [read post]
29 May 2017, 3:00 am
For an investor intending to retire before 59½ this could play a big role in accessing retirement funds early. [read post]
