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2 Oct 2020, 5:59 pm
Managed by Vida Capital, the limited partnership invests in annuities and life- and structured settlements. [read post]
2 Oct 2020, 2:00 pm
GATT Method: This valuation approach uses Group Annuity Mortality Tables and the interest rate for a 30-year U.S. [read post]
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]
2 Oct 2020, 4:50 am
On January 7, 2014, following Sugarman and Dunkerley’s presentation to the Wealth-Assurance board of directors (on which they both sat), the Wealth-Assurance board approved a €4 million investment ($5.4 million) of the company’s capital in an Ireland-based fund called Ballybunion Caplain UK Focus Growth Fund (“Ballybunion”) for the fund to manage. [read post]
30 Sep 2020, 1:19 pm
Sadly, these kinds of things happens too frequently, which is why Texas rules require a minor’s settlement funds to be put in control of the registry or invested in a structured settlement.The post Children's Settlements: Why Can't I Get The Money Right Away? [read post]
30 Sep 2020, 1:19 pm
Sadly, these kinds of things happens too frequently, which is why Texas rules require a minor’s settlement funds to be put in control of the registry or invested in a structured settlement.The post Children’s Settlements: Why Can’t I Get The Money Right Away? [read post]
25 Sep 2020, 2:00 am
While this will only affect employers that help facilitate 529 plans, it represents another big change.401(k) plans can now offer annuities without employer fear of legal liability if the provider cannot meet annuity obligations.There’s a new tax credit available for small business owners who start a retirement plan for employees. [read post]
16 Sep 2020, 7:37 am
While VFA saved millions by avoiding transaction fees, the SEC alleges that these no-transaction fee program mutual funds were generally more expensive than other mutual funds available to VFA clients. [read post]
11 Sep 2020, 4:37 am
These were allegedly untrue as the investors funds were invested into high risk startups. [read post]
11 Sep 2020, 4:37 am
These were allegedly untrue as the investors funds were invested into high risk startups. [read post]
10 Sep 2020, 11:05 am
His example is: A broker-dealer offers two S&P 500 index funds with essentially no differences except that one has a 50-basis point expense ratio and the other has a 75-basis point expense ratio. [read post]
9 Sep 2020, 11:41 am
Variable Annuity Life Ins. [read post]
4 Sep 2020, 6:19 am
From January 2011 through August 2016, Wells Fargo allegedly failed to supervise the recommendations that customers sell a variable annuity and switch to other products such as mutual funds or unit investment trusts. [read post]
19 Aug 2020, 5:48 pm
General ledgers and journals, documents evidencing your capital or b. other monetary contributions thereto; documents evidencing your receipt of funds therefrom whether salary, bonus, draw, dividend allocations of profits, or retirement plans from any such entity. [read post]
19 Aug 2020, 5:01 am
If Drum wants to go after federal trust funds because he thinks the general fund is sufficient, does he propose to eliminate not only the Social Security trust funds (technically there are two, the old-age and survivors insurance fund and the disability insurance fund), but also the two Medicare trust funds, the Civil Service Retirement and Disability Fund, the Military Retirement Fund, the Employees Life Insurance… [read post]
16 Aug 2020, 12:49 pm
After the initial divorce pleadings and temporary motions are filed, the discovery process begins. [read post]
11 Aug 2020, 7:20 am
SEC Explains The Types Of Investment Products Available Through 403(b) Plans 403(b) plans are only legally permitted to offer annuities and mutual funds. [read post]
11 Aug 2020, 6:00 am
HFAs select which projects are approved for funding. [read post]
5 Aug 2020, 12:41 pm
You will want to know what type of lifestyle you will have after divorce and where those funds will come from. [read post]
3 Aug 2020, 8:00 am
Our friend Jeff M sent along this (poorly written) story about the sometimes duplicitous world of reinsurance:"A businessman and political donor ... has been sued by Universal Life Insurance Company (ULICO) over a personal guaranty Lindberg made to back PB Life and Annuity Company. [read post]
