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24 Apr 2017, 4:00 am
This could be a technique used to hide funds until after the divorce is final. [read post]
9 Oct 2012, 10:46 am
But a system of government-funded subcontractors is only market-based if you squint at it really funny. [read post]
14 Feb 2008, 8:08 pm
The likes of those that supply hundreds of millions cash to braggarts Peachtree Settlement Funding, and their 19% discount rates, want your annuitant client lists! [read post]
16 Jul 2020, 12:14 am
Under the Texas Insurance Code, exempted accounts include the following: Retirement funds or accounts enjoying special tax exemptions under the U.S. [read post]
4 Jan 2021, 1:50 am
The customer indicated Sigma Financial Corporation as the employing firm when the alleged misconduct occurred, and listed fixed annuity and real estate security as the product types relevant to this dispute. [read post]
14 Dec 2009, 10:47 am
For example, Halpern also earned a Private Letter Ruling on United States Treasury Bond Structured Settlement Trusts and developed alternative vehicles as "qualified funding assets" to annuities. [read post]
10 Apr 2018, 6:12 pm
That might include earnings from stocks and dividends, distributions from a pension, annuity, profit-sharing or stock bonus plan, canceled debts and certain real estate transactions. [read post]
22 Feb 2022, 8:00 am
Petitioners sued respondents claiming that respondents violated ERISA’s duty of prudence required of all plan fiduciaries by: (1) failing to monitor and control recordkeeping fees, resulting in unreasonably high costs to plan participants; (2) offering mutual funds and annuities in the form of “retail” share classes that carried higher fees than those charged by otherwise identical share classes of the same investments; and (3) offering options that were likely to… [read post]
8 Aug 2007, 3:58 am
Ultimately, in a settlement of its own with the insured, the primary insurer agreed to pay its policy limit toward funding the class action settlement. [read post]
18 Sep 2007, 10:59 am
., liable for injuries sustained by an employee, Robert Gardner, CSX appeals the trial court's denial of its post-trial motion to offset the amount awarded to Gardner by the amount CSX had contributed to a fund from which Gardner was receiving a disability annuity pursuant to the Railroad Retirement Act (the "RRA"). [read post]
25 Aug 2015, 7:32 am
The securities involved in the customer disputes include private placements, tenants-in-common (TICs), and variable annuities. [read post]
20 Jun 2009, 11:03 am
In addition structured settlements can be paid more frequently than bond payment schedulesAsof June 19, 2009 that qualified structured settlement funding assets from the following sources have superior Moodys credit ratings to the State of California's A2 Moodys rating:United States Treasury Bonds … [read post]
19 Jul 2011, 5:50 am
For example, “My agent may create and fund a revocable trust on my behalf. [read post]
22 Jan 2009, 2:11 pm
Transparency - this subject is acceptable so long as there is no discussion of: Compensation disclosure; Informed consent; Qualified settlement funds; or The secondary market. [read post]
29 May 2009, 8:19 am
Settling defendants purchase annuities from Symetra to fund structured settlements to pay tort claimants. [read post]
4 Jan 2017, 11:21 am
If you are inheriting a retirement account, you need to have a plan as to how you will withdraw those retirement funds. [read post]
8 Feb 2022, 3:50 am
These policies are part annuity or life insurance and part long-term care coverage. [read post]
22 Jun 2009, 3:26 pm
As I've previously indicated there are other owners of qualified funding assets who have chosen to do the same. [read post]
10 Mar 2022, 2:18 pm
All three involved investments that were unsuitable, including variable annuities and over-concentration in real estate investment trusts, or REITs. [read post]
21 Feb 2013, 1:11 pm
Husband failed to meet the burden of proving that certain accounts were non-marital because Wife presented evidence that these accounts has been partially funded during the marriage from marital assets. [read post]
