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11 Jun 2008, 4:15 pm
Secondary Market - Conversely and misleadingly, Campbell's article states: "Once there is a qualified assignment of an annuity funding a structured PI settlement, the plaintiff cannot change the terms of the annuity, including the payment amounts or the payee". [read post]
10 Jun 2008, 11:22 pm
World Financial's agents sell annuities, life insurance, and mutual funds. [read post]
10 Jun 2008, 12:46 pm
  But, the customers were advised to place all of their funds into a fixed rate feature that paid a maximum of 3%. [read post]
10 Jun 2008, 2:49 am
While this author believes there are circumstances where a 468B Settlement Fund may be appropriate in such cases,  In determining whether the 468B QSF is the correct settlement tool for one's own client, one has to take into account these costs and the fact that the number of annuity issuers who will write a structured settlement emanating from a single claimant QSF is very small. [read post]
9 Jun 2008, 6:06 pm
Special Funding IssuesMedicaid Annuities under the Deficit Reduction Act of 2005Campbell summarizes the DRA transfer requirements for annuities as an "either/or" proposition. [read post]
9 Jun 2008, 4:40 pm
Annuities contain investment instruments like mutual funds and an insurance wrapper. [read post]
7 Jun 2008, 7:59 pm
These individuals and companies are more than likely NOT life insurance licensed and highly unlikely to have been appointed to place structured settlements by any structured annuity issuer or alternative periodic payment provider involved with the placement of structured settlements funded by United States Treasury Bonds or TIPS. [read post]
7 Jun 2008, 4:07 pm
What that says is that structured settlements are funded with annuities from what are perceived to be financially secure insurance companies. [read post]
1 Jun 2008, 11:30 am
Sometimes a life only annuity or temporary life annuity is used in a workers comp case to fund the future aspect of a Medicare Set Aside at the least amount acceptable to mitigate the strain on the claimant's resources. [read post]
30 May 2008, 11:23 am
  Please consider the following caveats: Certain settlement planners claim the use of a qualified settlement fund in a single claimant case will get your client full annuity market access. [read post]
30 May 2008, 6:28 am
"Settlement Planning involves the integration of myriad fields of study when intelligently developing and implementing the injured victim's future financial road map" "Settlement planning is a process that integrates immediate and periodic payments by planning for the timely use of funds by using annuities, trusts, taxable investments and other vehicles. [read post]
24 May 2008, 11:31 pm
Some settlement consultants, like Forge Consulting, have promoted themselves as "champion of the qualified settlement fund" and have in the past promised "full market access" to plaintiffs when the reality is that there may be limited market access as a result of using a qualified settlement fund on a single claimant case. [read post]
24 May 2008, 12:07 pm
They fail to adequately explain or compare annuities and U.S. government obligations as alternative Qualified Funding Assets under IRC section 130. [read post]
20 May 2008, 10:13 pm
In addition to structured settlement annuities, they may be funded with obligations of the United States government. [read post]
19 May 2008, 7:00 am
You have a number of options to fund your Pet Trust… make sure that you have a Trust to fund. [read post]
10 May 2008, 3:49 pm
Technically the term "structured settlement", which is defined under the Internal Revenue Code *, refers to the form of case resolution, whereas a structured annuity is one of two types of "qualified funding asset"** that may be used to fund a structured settlement. [read post]
8 May 2008, 1:50 pm
It generally refers to using borrowed funds, or debt, so as to attempt to increase the returns to equity. [read post]