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19 Feb 2010, 12:28 pm
Also, when a new replacement annuity is purchased, the investor's funds will be subject to a new surrender period, which means that their funds will be locked up for an additional 6-8 years. [read post]
21 Dec 2007, 9:05 am
This leaves Allstate International Assignments, Ltd as the only entity that will accept the assignment of installment sales obligations funded by structured sales annuities. [read post]
24 Sep 2007, 7:40 am
The page contains ABSOLUTELY NOTHING about the basics of structured settlement annuities. [read post]
23 Jul 2016, 4:07 am
FINRA found that Schober attempted to conceal the unsuitable annuity exchanges by providing false information concerning the source of funds on the annuity transaction documents. [read post]
14 May 2010, 5:52 pm
Kroner: Annuities, depending on the amounts owed, are partially or fully guaranteed by state insurance funds, and are designed to protect annuity holders from loss. [read post]
23 Jan 2019, 12:33 pm
One characteristic of a variable annuity policy is that you get to choose a fund to invest in, much like you would with a mutual fund. [read post]
16 Oct 2008, 3:31 am
WHY would a plaintiff lawyer agree to an extra expense inuring to his client's recovery in setting up a single claimant qualified settlement fund for moneys being used for a structured settlement, where there is no restriction on the selection of structured annuity companies and then agree to have the structured settlement broker designated by the insurer that is paying money into the qualified settlement fund, or segregating the assets? [read post]
27 Sep 2007, 9:00 pm
Is there any exposure to a plaintiff attorney for agreeing to use a Forge Consulting "no cost qualified settlement fund" which contemplates that a structured settlement annuity or structured attorney fee annuity will be sold, now that the Office of General Counsel has spoken? [read post]
12 Jun 2008, 7:28 pm
FINRA has filed proposed changes to its new Rule 2821 dealing with supervisory requirements for sales of deferred variable annuities. [read post]
24 Oct 2011, 8:30 am
Are your variable annuities safe? [read post]
24 Oct 2011, 8:30 am
Are your variable annuities safe? [read post]
23 Sep 2008, 3:04 pm
In their zeal to get the job done some of these plaintiff settlement planners are forgetting that certain annuity issuers are not on the AIG claims annuity issuer approved list. [read post]
5 Feb 2010, 8:35 am
Sincerely yours, Anthony Manzanares, Jr.Chief, Individual Income Tax Branch Enclosures 2Copy of this letterCopy of section 6110 purposesThe other IRS ruling, PLR 9017011 ,dated January 24, 1990 stated "The knowledge of the existence, cost, and present value of the annuity contract used to fund the settlement offer by Individual B's family and its representatives will not cause the family to be in constructive receipt of the amount payable under the… [read post]
29 Mar 2013, 10:02 am
As such, an investment fund would have to maintain two sets of records with respect to all of its investments in foreign corporations unless the investment fund can confirm that all of its direct and indirect investors have made the necessary election. [read post]
31 Mar 2014, 3:44 pm
FERS annuities are fully funded by the sum of employee and employer contributions and interest earned by the Treasury bonds held by the Civil Service Retirement and Disability Fund (CSRDF). [read post]
9 Aug 2021, 5:59 am
The Court noted that the fact that decedent’s funds were used to purchase the annuity did not affect who was named as owners, and if plaintiff were not an owner because she could not prove a gift, then such an argument would “divest [defendant] of any ownership interest in the annuity funds as well. [read post]
17 May 2018, 12:19 pm
Pension plan structures vary from state to state, but historically, most states have provided some form of defined benefit plan that promises retirees a lifetime annuity. [read post]
23 May 2012, 5:05 am
The gift tax value of the transferred assets is determined at the time the trust is created and funded using the "subtraction method. [read post]
12 Jun 2014, 3:00 am
Funds were then taken from the CLATS and used to honor a pledge made to a charity. [read post]
13 Aug 2008, 2:04 pm
Kevin LaCroix has an interesting (albeit late) account of New Jersey Carpenters Pension & Annuity Fund v. [read post]
