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13 Sep 2009, 10:40 am
Archive of Articles This Author Has Written to Address the Problem Notre Dame Responds to CSSC Promotion Concerns  July 15, 2009 Notre Dame asked for Position on CSSC Representations About Associations with School-2  July 14, 2009 Notre Dame asked for Position on CSSC Representations About Associations with School-1 July 14, 2009 Certified Structured Settlements Blowing Hot Air About Credentials  July 12, 2009 Florida Annuities Fraud law...A Sign of Things… [read post]
18 Aug 2023, 6:03 pm by Mark Ashton
It turns out that your $32,000 was in an index fund and today it’s worth $320,000. [read post]
22 Mar 2021, 6:04 pm by Alexis
Solving the puzzle of how to fund the care clients need, to stay at home for as long as possible, without burning through all of their assets. [read post]
6 Mar 2017, 11:15 am by Renae Lloyd
SIPC does not cover the following: Ordinary market loss; Investments in commodity futures, fixed annuities, currency, hedge funds or investment contracts (such as limited partnerships) that are not registered with the SEC; and Accounts of partners, directors, officers or anyone with a significant beneficial ownership in the failed firm. [read post]
20 Aug 2018, 4:00 am by Tracy Coenen
This could be a technique used to hide funds until after the divorce is final. [read post]
16 Sep 2008, 7:25 pm
How strange to say that AIG doesn't meet MY requirements or most other life company standards to write structured settlement annuities. [read post]
9 Oct 2008, 3:12 pm
These sales will generate the funds needed to repay the outstanding debt taken from the Federal Reserve Bank of New York. [read post]
21 May 2011, 4:32 am by admin
ASSETS (If you claim or agree that all or part of an asset is non-marital, indicate the non-marital portion under the appropriate spouse’s column and state the amount and the basis: pre-marital, gift, inheritance, source of funds, etc.). [read post]
16 Aug 2011, 1:49 pm by Craig R. Hersch
A Durable Power of Attorney can be used to grant someone else the authority to make gifts on your behalf, or even establish and fund trusts – including estate planning and/or Medicaid trusts. [read post]
28 Dec 2010, 1:14 pm by Patti Spencer
The donor gets the original funding back in an annuity plus two years of normal interest as it exists at the time of transfer, and the beneficiaries get the rest. [read post]
3 Mar 2022, 1:58 pm by Brad Schnure
The bill would specifically prevent the state from investing pension or annuity funds in companies engaging in financial activities in Russia, and would prohibit the state from banking with institutions that provide banking services for Russia. [read post]
27 Oct 2011, 2:30 pm by Shahram Miri
Am I limited by the type of property I can fund a CUTMA account with? [read post]
18 May 2022, 7:00 am by Patricia Klusmeyer
Parker MacIntyre provides legal and compliance services to investment advisers, broker-dealers, registered representatives, hedge funds, and issuers of securities, among others. [read post]
26 Aug 2019, 1:38 pm by Green, Schafle & Gibbs
Look for signs of excessive or unauthorized trading of your funds. [read post]
19 Sep 2009, 6:00 am
From 2006 to 2007, nearly $180 million was collected from bank accounts that included Social Security funds, according to the Social Security Administration. [read post]
24 Feb 2023, 5:30 am by The White Law Group
  Disciplinary Actions    On August 21, 2017, the firm was censured and required to remediate eligible customers for mutual fund sales-charge waivers. [read post]
6 Feb 2022, 2:47 am by Cari Rincker
Some exemptions include jointly owned assets with rights of survivorship as well as assets with designated beneficiaries (such as life insurance, annuities, and retirement accounts) and payable upon death or transfer on death accounts. [read post]