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16 May 2016, 10:53 am by D. Daxton White
The findings also stated that Schober attempted to conceal the unsuitable annuity exchanges by providing false information concerning the source of funds on the annuity transaction documents he submitted to the firm and annuity companies. [read post]
19 May 2008, 7:00 am
You have a number of options to fund your Pet Trust… make sure that you have a Trust to fund. [read post]
12 Feb 2014, 12:19 pm
Ouch.But under PPA rules, they could trade in this annuity for one with an enhanced long term care benefit, and effectively double their long term care funds. [read post]
20 Jan 2023, 12:22 pm by Zamansky LLC
“In June 2016, Couture liquidated one client’s variable annuities to fund withdrawals by another client. [read post]
5 Nov 2008, 1:22 am
With respect to structured annuity issuers  enhancing commutations already built into their contracts,  in lieu of, or as competition to  factoring, Cravenho writes: "There are currently two annuity  issuers who factor structured settlements- Allstate and Clearscape Funding (Symetra). [read post]
25 Aug 2008, 5:30 pm
Under a section titled "Medicare Set-Aside Arrangement Account", CMS states: "If an account is structured and funded by an annual annuity, identify the source of the annuity and include the annual payment amount, annual funding date, and the amount of the initial lump sum deposit. [read post]
7 Aug 2008, 11:03 pm
  New Jersey Carpenters Pension & Annuity Funds v. [read post]
22 Feb 2012, 2:58 am
Arbitration Statement of Claimfiled in August 2010, public customer Claimant Tarrant sought $500,000 in compensatory damages plus interest and cost, and punitive damages, as a result of damages allegedly sustained from his being solicited to invest in a real estate project and the subsequent sale of various securities (among which was a SunLife annuity) in his account to fund a loan made to Claimant? [read post]
31 Aug 2016, 1:10 pm by Francis Pileggi
In Park Employees’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago v. [read post]
8 Oct 2009, 6:56 am
  Insurance companies are regulated by State authorities and annuities are backed up by state guarantee funds. [read post]
1 Jun 2013, 3:00 am by nedaj
The following are various hedge fund events happening this month. [read post]
13 Aug 2008, 4:04 pm
The NY Insurance Department has posted updated Filing Guidance on the use of Variable Material for Individual Annuity Contracts and Life Insurance Policies. [read post]
24 Aug 2011, 8:51 am
These kinds of products would be mutual funds, and variable life insurance policies and annuities. [read post]
8 Jun 2006, 1:36 pm
(June 5, 2006)In two unrelated cases, settling defendants purchased annuities from Washington insurer Symetra Life Insurance Company to fund structured settlements with North Carolina beneficiaries. [read post]
Edward Jones portrays itself as a full service brokerage firm that offers not just mutual funds and annuity investments but also stocks, exchange-traded funds, bonds, CDs, preferred stock, and unit trusts. [read post]