Search for: "Annuity Fund"
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9 Jun 2008, 4:40 pm
Annuities contain investment instruments like mutual funds and an insurance wrapper. [read post]
21 Mar 2012, 7:45 am
In a statement issued today, Hartford said it will now focus on property and casualty insurance, group benefits and mutual funds. [read post]
27 Jan 2009, 12:35 am
In its reasoning the 5th Circuit said that the 2004 Order did not address the issue of whether Settlement Funding can compel TOLIC to redirect annuity payments to Settlement Funding despite TOLIC's contractual obligation to the United States. [read post]
21 Apr 2014, 3:45 pm
Although life insurance companies first offered equity-indexed annuities during the mid-1990's to compete with indexed mutual funds, Pacific Life's ILAAPR represents the first U.S. equity-indexed structured settlement option. [read post]
7 Apr 2009, 4:48 pm
4structures.com, LLC has introduced a structured settlement flow chart which helps explains how a structured settlement works when a structured settlement is funded with one or more structured annuities. [read post]
25 May 2010, 9:10 pm
Our source tells us that an annuitant was in the process of factoring part of a Symetra Life annuity with Factoring company X when a representative of Symetra's factoring subsidiary Clearscape Funding materialized. [read post]
10 Jul 2010, 9:42 am
Suitability, misrepresentation and issues involving variable annuities and mutual funds topped the list of enforcement actions levied by the Financial Industry Regulatory Authority (FINRA) in 2009. [read post]
9 Dec 2006, 8:23 am
The solution, as is apparent from the lightening speed at which the capital gains marketing firms are taking the term "structured sales" and twisting it to sell products that aren't even closely related to the structured sales products offered by Allstate and Prudential, is going to be to use the term "structured sale" as a come on or front to continue selling highly questionable tax deferral schemes funded by variable annuity contracts, mutual… [read post]
22 Dec 2020, 9:26 am
According to reports, Transamerica Financial Advisors has agreed to pay $8.8 million in sanctions for unsuitable sales of variable annuities, mutual funds and 529 college savings, Finra announced Monday. [read post]
22 Dec 2020, 9:26 am
According to reports, Transamerica Financial Advisors has agreed to pay $8.8 million in sanctions for unsuitable sales of variable annuities, mutual funds and 529 college savings, Finra announced Monday. [read post]
19 Jul 2008, 5:17 am
Pressman states that "structured settlement payments are funded by either a life insurance company annuity or a US Treasury Bond" THEN goes on to state *that structured settlements are funded through multi billion dollar life insurance companies". [read post]
13 Aug 2008, 12:31 pm
CRTs typically involve six-figure funding amounts, however, and come burdened with a variety of complexities and reporting requirements. [read post]
5 Nov 2017, 7:32 am
The FINRA investigation involved a different questionable practice – whether Bahgat made misrepresentations in the sale of a variable annuity. [read post]
27 Mar 2008, 10:08 am
Download symetra_back_door_fee_letter.pdf Symetra of course has its own factoring company, Clearscape Funding. [read post]
15 Jan 2008, 11:42 am
The structured settlement broker or settlement planner who places or co-brokers the structured annuity, that funds the periodic payment obligation set forth in the settlement agreement you sign, is paid a commission by the annuity issuer. [read post]
8 Aug 2009, 8:29 pm
Multiply by 7.7 and you're lookin' at a fund of $616,000. [read post]
20 Jul 2021, 3:47 am
Momentum Retirement Annuity Fund v Botha & others Case No PFA47/2021: 16 July 2021 [read post]
31 Jul 2017, 9:58 am
The brokers sold approximately 200 variable annuities with a total face value of approximately $40 million to federal employees, who used monies rolled over from their TSP accounts to fund their purchases. [read post]
27 Aug 2012, 9:44 am
When minor children are involved, sometimes investing in a long term annuity can not only protect the corpus of the funds but also provide a stream of income either during the child’s college years (or beyond) where such funds can be made available for a down payment on a home, for future medical expenses and/or for other financial needs. [read post]
31 Jul 2020, 12:35 pm
Did You Lose Money In Variable Annuities? [read post]
