Search for: "Annuity Fund"
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2 Oct 2020, 8:36 am
If it is a structured annuity approval, then I use that to fund the structure for the child on behalf of the parents.Would you like to know more? [read post]
26 Jul 2009, 8:23 am
Brokers at each of the firms operated out of branches of affiliated banks and sold variable annuities ("VA"), mutual funds or unit investment trust (”UIT”) transactions to bank customers. [read post]
27 Dec 2016, 7:48 pm
“The OECD Pensions Outlook 2016 assesses policy issues regarding strengthening pension systems and, in particular, funded pension plans. [read post]
30 Apr 2009, 10:00 pm
After all costs are deducted, the plaintiffs received cash and the funding of an annuity totaling $13,213,820. [read post]
20 Aug 2010, 5:24 am
Between August 2001 and August 2007, New Jersey sold more than $26 billion in municipal bonds and in the 79 offerings misrepresented material information in regard to the Teachers' Pension and Annuity Fund... [read post]
1 Jun 2016, 9:00 am
Park Employees and Retirement Board Employees’ Annuity and Benefit Fund of Chicago v. [read post]
27 Mar 2012, 8:26 am
The prospect of several more years of extremely low interest rates is causing people who depend on interest income to accept Wall Street’s recommendations to purchase relatively illiquid and opaque alternative investments like structured products, non-traded REITs, hedge funds and variable annuities. [read post]
7 Oct 2006, 12:55 am
Is Forge Consulting using its own capital to fund structured settlement factoring transactions as the ad implies? [read post]
3 Aug 2010, 5:53 am
However, this might be difficult for some insurers due to the fact that variable annuity funds generally do not contain contingent deferred sales loads.The SEC is seeking comments by November 5, 2010 about whether it should treat variable annuity funds differently from other funds.For more information, see the full text of the SEC’s proposal here. [read post]
29 Aug 2006, 11:33 am
Definitions from State of Florida Title XXXVII Chapter 626 Insurance Field Representatives, 626.99296 Transfers of Structured Settlement Payment Rights (a) "Annuity issuer" means an insurer that has issued an annuity contract to be used to fund periodic payments under a structured settlement. [read post]
22 Feb 2007, 7:19 am
NASD also permanently barred one of RJFS's branch managers, Donna Vogt, for making unsuitable recommendations to retirement age and elderly customers regarding variable annuity purchases and mutual funds. [read post]
5 Feb 2008, 5:29 pm
4structures.com, LLC has compiled a list of State Life and Health Insurance Guaranty Funds, including their contact numbers as a starting point for your research. [read post]
12 Jan 2009, 8:28 am
American Council on Gift Annuities. [read post]
19 Jul 2011, 8:52 am
HR 33. broadens the exemption to church pension plans funded by tax-deferred annuities and plans that do not include self-employed individuals. [read post]
28 Dec 2009, 11:43 am
James Lore, a Cary, NC attorney is quoted as saying that "many of the structured settlement companies were selling these annuities and telling people they had coverage from the guaranty fund, and meanwhile, the guaranty fund was saying there was no coverage here. [read post]
10 Aug 2009, 6:51 am
The list may be helpful to you if you already have a structured settlement, structured sale or structured attorney fee annuity and need some immediate help : Change of Beneficiary for your structured settlement or structured sale annuity payments Change of Address for your structured settlement, structured sale or structured attorney fee payments Change of Bank for the direct deposit or electronic funds transfer (EFT) of your structured settlement, structured sale… [read post]
24 Mar 2016, 8:28 am
Jones revolves around two of the four pension systems created to serve employees of the City of Chicago – the Municipal Employees, Officers and Officials Annuity and Benefit Fund (“MEABF”) and the Laborers’ and Retirement Board Employees’ Annuity and Benefit Fund (“LABF”). [read post]
8 Sep 2008, 2:51 pm
S2KM: Besides structured settlement annuities, what are the most common MSA funding products? [read post]
30 Sep 2019, 1:33 pm
The case provided some interesting facts and conclusions that should be of interest for those contemplating offshore APTs.The trust was established and funded well before the beneficiary had issues with the Federal Trade Commission, a holder of a judgment of over $13.4 million arising in 2018. [read post]
29 Nov 2016, 8:41 am
“From October 2011 through October 2014, VFA created a conflict of interest by providing registered representatives a financial incentive to recommend that customers move their funds from Valic variable annuities to the firm’s fee-based platform or into a Valic fixed index annuity,” according to the document. [read post]
