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29 Jan 2007, 11:20 am
New York's law does not require an appearance by the annuity payee - only an affidavit. [read post]
23 Jan 2007, 3:16 pm
In the past, the federal law covered only the spouses or dependents of employees when it came to accessing retirement funds during an emergency. [read post]
23 Jan 2007, 1:43 pm
On page 311, item 4. they state that, "We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am by Paul J. Lesti, CSSC, RSP
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am by Paul J. Lesti, CSSC, RSP
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am by Paul J. Lesti, CSSC, RSP, MSSC
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am by Paul J. Lesti, CSSC, RSP
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
22 Jan 2007, 8:47 am
What impact does the DRA have on structured settlement annuities - and specifically those structured settlement annuities used to fund special needs trusts (SNT)? [read post]
19 Jan 2007, 8:07 pm
The Structured Settlement Process involves the placement of an annuity which is an insurance product requiring a professional license. [read post]
19 Jan 2007, 9:36 am
Wentworth's "new" website at www.jgwentworth.com: <head><title>JG Wentworth Structured Settlements, JG Wentworth Annuity Advanced Funding - JG Wentworth Funding Upon information and belief Bryn Mawr based JG Wentworth (J.G. [read post]
18 Jan 2007, 6:30 am
However, in most cases the performance of the assignee is guaranteed by the annuity issuer. [read post]
17 Jan 2007, 7:52 am
  MassMutual will accept lock-ins through that date for cases to be funded not later than May 31, 2007. [read post]
14 Jan 2007, 4:53 pm
The structured settlement annuity, or so called "qualified funding asset" is  paid for or "funded" directly by the defendant or its insurer...END OF STORY I've done alot of checking and many if not all of those advertising structured settlement funding (whether by buying Google Adwords, programming into the meta tags or content of their web sites) have any active insurance license or appointment with any of the insurance companies… [read post]
10 Jan 2007, 12:10 pm
Check with your state's insurance department to see if the individual is licensed to sell annuities (or life/life insurance authority as it will show up on state licenses) Most insurance departments will not permit you to solicit insurance products (annuities) or even talk about them (creation or disposition) without an active license. [read post]
31 Dec 2006, 8:51 am
His article helps to explain why most annuity providers have not offered factoring or commutation products and services. [read post]
30 Dec 2006, 8:46 am
He further accurately lays out the ownership and applicant process in which the annuitant/claimant/beneficiary has no standing in the eyes of the insurance company, as the actual applicant for the annuity contract is the qualified assignment company that purchases the annuity to fund the agreed upon periodic payment stream. [read post]
25 Dec 2006, 3:14 pm
It's something else to trash the structured settlement annuity product, a steady supply of which earns them their livelihood and feign expertise when there is none. [read post]