Search for: "Annuity Fund"
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6 Apr 2007, 7:17 am
For them, heaven forbid other annuity issuers followed the same strategy! [read post]
11 Jun 2009, 5:25 am
Rose purchased and funded an annuity contract and initially picked Hardy as the beneficiary. [read post]
20 Jan 2012, 2:42 pm
Leo Buggy had customers partially redeem their variable annuities and then reinvest the funds in his “Leo T. [read post]
7 Sep 2011, 3:47 pm
Aug. 25, 2011), and the August 25 opinion from the United States District Court for the District of Colorado denied a motion to dismiss by Nationwide Life Insurance Company, which had argued that factoring company Settlement Funding, LLC's complaint should be dismissed because the terms of the annuity prohibited assignment. [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]
25 Oct 2012, 7:53 am
"These changes indicate a dire need for funds by the local office which is at odds with the generaly inflation rate of around 2% for the country. [read post]
8 Feb 2010, 12:40 pm
The future payments are funded by the employer or the insurance carrier purchasing an annuity from a life insurance company, with the future payments made directly to the employee. [read post]
27 Oct 2009, 2:39 pm
Nebraska Court of Appeals finding plain error, revises QDRO to require wife to receive half of husband's state patrol retirement plan based either upon his choice of a refund or annuity, the marital share of the patrol retirement fund is that share of the fund that the time of the marriage divided by total service represents. [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]
30 Oct 2018, 6:54 am
The term does not mean that a resulting recommendation is: the least expensive annuity, the annuity with the highest stated interest rate or income payout rate, or the single best annuity, which is available in the marketplace at the time of the annuity transaction.That flows through to a proposed new standard of care. [read post]
24 May 2024, 8:48 am
The grantor funds the CRAT with appreciated property. [read post]
8 Jul 2010, 8:29 am
Using Roth IRA conversions to increase overall wealth Selling highly-appreciated assets in 2010 to take advantage of the all-time low capital gains tax rates before they sunset in 2011 Taking distributions of employer stock from qualified retirement plans to reduce overall income taxes during retirement Funding multi-generational trusts to take advantage of the gap in the estate/generation-skipping transfer (GST) tax law Utilizing Grantor Retained Annuity Trusts (GRATs) and… [read post]
5 Aug 2022, 7:00 am
He’s accused of churning in older investors’ accounts and encouraging them to surrender their annuities and mutual fund holdings to buy bonus annuities. [read post]
7 May 2009, 5:05 pm
The annuity exemption statute specifically exempts annuities. [read post]
9 Jan 2019, 10:28 am
According to Investment News, there are four primary components in a process that will be expedited by technology: applications, signatures, fund settlement and transaction paperwork between insurers. [read post]
19 Feb 2018, 9:50 am
Personal Funding. [read post]
19 Feb 2018, 9:50 am
Personal Funding. [read post]
21 Dec 2022, 6:03 am
The Senate version passed the Senate by unanimous consent in June 2021.Index-linked annuities. [read post]
4 Feb 2010, 6:41 pm
On February 2, 2010, the AARP, NASAA, CFA and Fund Democracy issued a joint letter to members of the Senate Committee on Banking, Housing and Urban Development in support of the Restoring American Financial Stability Act of 2009 (the Act). [read post]
31 Mar 2014, 8:07 am
Olander holds a Series 6 license that allows him to sell only open end mutual funds and variable annuities. [read post]
