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Instead, their financial advisors allegedly unsuitably invested their funds in these risky, little-protected offshore annuities while promising that their money would be secure. [read post]
15 Jun 2015, 8:01 am by Adam Weinstein
LPL is also alleged to have failed to supervise its sales of variable annuities sales by permitting sales without disclosing surrender fees. [read post]
5 Aug 2011, 4:23 pm by The Settlement Channel
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out yet another “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
8 Jun 2016, 6:45 am by Carl Neff
The recent decision of Park Employees and Retirement Board Employees’ Annuity and Benefit Fund of Chicago v. [read post]
22 Jul 2009, 7:18 am
If the recent emails and conversations i'm having with other brokers around the industry are any indication, the approved lists maintained by property casualty companies of the life markets they will use to fund a structured settlement annuity are the next pillar of the old business model that might be under attack. [read post]
6 Aug 2011, 10:52 am by The LBN Team
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out a “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
5 Aug 2011, 4:23 pm by The Settlement Channel
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out yet another “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
14 Dec 2011, 10:29 am by S2KM Limited
S2P2J further explains the rights and duties of the parties resulting from annuity financing: "In exchange for a release from tort liability, the obligor promises to make periodic payments to the claimant and purchases an annuity to provide a source of funds to meet this obligation. [read post]
23 Jun 2011, 10:35 am by Thom Cooper
In the case of insurance or annuities, it is customary to identify the Trust as either a primary or secondary beneficiary. [read post]
29 Aug 2009, 11:05 pm
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]
3 May 2012, 8:52 pm by Administrator
Line 14 of the 2010 Schedule B (SB) says the Funding target attainment percentage is 98.99%. [read post]
14 Apr 2009, 12:06 pm
Can I use a bank account to fund a pet trust for my dog, Cheyenne? [read post]
25 Feb 2011, 11:21 am by Brian E. Barreira
  Unlocking the equity in these appreciated assets can often provide the funds necessary to pay the premiums for long term care insurance. [read post]
25 Feb 2011, 11:21 am by Brian E. Barreira
  Unlocking the equity in these appreciated assets can often provide the funds necessary to pay the premiums for long term care insurance. [read post]
13 Feb 2007, 10:06 am
The issue of asbestos bankruptcy's and how they are handled is of huge interest to the settlement community, and rulings that change the already established process can have a substantial impact on structuring annuity payments out of trusts, how trusts are funded, managed and handled in both current and future asbestos cases. [read post]
28 Oct 2016, 12:55 pm by Malecki Law Team
  The investment feature generally includes sub-accounts, as with other variable annuities, that invest in stocks and bonds, or mutual funds that have exposure to stocks and bonds. [read post]
13 May 2013, 12:21 pm by Editorial Board
  Plaintiffs, including the Policemen’s Annuity and Benefit Fund of Chicago and other entities, claimed the trustees failed to notify certificate-holders of breaches of the Pooling and Servicing Agreements relating to the completeness of mortgage files and compliance with loan underwriting guidelines. [read post]
18 Jan 2012, 1:26 pm by Matthew Huisman
Thomas Conner, formerly a partner with Sutherland Asbill and Brennan, specializes in securities-based and commodities-based exchange traded funds (ETFs) and insurance-based investment products, including variable annuities and variable life insurance. [read post]
28 Feb 2008, 8:42 am
 The first is a class and derivative action, Plumbers and Pipefitters Local Union No. 630 Pension-Annuity Trust Fund v. [read post]