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26 Mar 2008, 11:41 am
In summary fashion, here's the 15 priorities cited in the letter: 1 Senior investor issues - including sales of life settlements, use of professional designations, and 72(t) transactions. 2 Sale of deferred variable annuities - including compliance with new Rule 2821 - of which most provisions become effective on 5/5/08. 3 Anti-money laundering compliance. 4 Protection of customer information - including compliance with Regulation… [read post]
24 Mar 2008, 12:26 pm
What this means is that checking and savings accounts, stocks, bonds, mutual funds, IRAs, 401(k)s, 403(b)s and trust assets are all counted towards the asset test. [read post]
24 Mar 2008, 9:30 am
This can lead to decision paralysis or dissipation of the funds through impulsive decisions. [read post]
22 Mar 2008, 10:25 am
Tax rates are almost certain to rise, making the structured annuity even more valuable to clients in coming years. [read post]
15 Mar 2008, 7:00 pm
Structured settlements where there is no "qualified assignment" represent taxable income to the owner of the qualified funding asset, if that owner is a taxable entity, such as a product manufacturer. [read post]
15 Mar 2008, 10:56 am
However, every dollar contributed by Jack, Jack's employer (if they match funds) and all the appreciation on those monies until the conclusion of the divorce would be considered marital funds subject to division by the family court. [read post]
13 Mar 2008, 9:02 am
We, as an industry, need to look at all products, life insurance, annuities, trust vehicles, factoring sales, etc, and start to clean up our house and provide full disclosure of compensation, sales arrangements and documents before it is forced upon us.5. [read post]
12 Mar 2008, 4:07 pm
Lillesand's 2008 SSP presentation focused on the "life or death" issue of Medicaid insurance for disabled persons - plus the challenges and risks for special needs attorneys who recommend annuities as funding and investment options. [read post]
11 Mar 2008, 10:09 am
The Penwith College, Penzance (Dissolution) Order 2008 The Local Government Finance (New Parishes) (England) Regulations 2008 The Local Government (Parishes and Parish Councils) (England) Regulations 2008 The Occupational Pension Schemes (Non-European Schemes Exemption) Regulations 2008 The Discharge of Fines by Unpaid Work (Pilot Schemes) (Amendment) Order 2008 The Tax Credits (Miscellaneous Amendments) Regulations 2008 The Young Offender Institution (Amendment) Rules 2008 The Offender Management… [read post]
5 Mar 2008, 2:28 pm
FINRA says that they also sold variable annuity contracts to hedge fund clients so that they could use the yearly sub-accounts for market timing activities. [read post]
3 Mar 2008, 3:19 am
Not only did the terms of the annuities imposed nasty penalties if she tried to access principal in the first seven years, but she was not told that the money used to buy the annuities would cause the balance of the mortgage to increase by at least $600 per month.According to the Times, the lender, Senior American Funding, has been sued a number of times for fraud and elder abuse for similar practices. [read post]
2 Mar 2008, 2:50 pm
qualified funding asset??? [read post]
1 Mar 2008, 9:40 am
Once the fee is designed and funded, it becomes extremely inflexible and illiquid. [read post]
29 Feb 2008, 7:00 am
Their fund options include more than 180 stock, bond, mixed, and international offerings, as well as variable annuity portfolios. [read post]
28 Feb 2008, 8:42 am
The first is a class and derivative action, Plumbers and Pipefitters Local Union No. 630 Pension-Annuity Trust Fund v. [read post]
26 Feb 2008, 12:04 pm
In typical irresponsible fashion, non structured settlement broker Rhonda Bentzen of Bentzen Funding Solutions reported the announcement inaccurately as a Prudential "reorganization". [read post]
24 Feb 2008, 6:28 pm
The contextual link in the JG Wentworth Rip Off Report for "annuity payments" leads the reader to Peachtree Settlement Funding, whose profile also featured in the Rip Off report (see #3 once you click the link) and makes my "WTF list" because of its continual public emphasis on on how much money it has raised in securitizations instead of what is good for tort victims, like young adults, the elderly and profoundly injured people in a… [read post]
22 Feb 2008, 10:03 am
So if more than one person in a family living in a single household has annuities, or one person has several Allstate annuities issued at different times IT IS possible that a household or a single individual could receive, in aggregate, more than one notice. [read post]
21 Feb 2008, 12:27 pm
X----------------------------------------------- Now, how much of my $2,000 per month annuity will I have to give up to Structured Asset Funding, or any other company for my new sweet, sweet wheels? [read post]
19 Feb 2008, 10:01 pm
A dependant child or grandchild (with no infirmity) has the option of staggering the tax consequences by purchasing an annuity that matures no later than his or her 18th birthday. [read post]
