Search for: "ANNUITY FUND"
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20 May 2008, 10:13 pm
In addition to structured settlement annuities, they may be funded with obligations of the United States government. [read post]
29 Jan 2009, 7:04 pm
The fact that the statement "state insurance guaranty funds provide additional level of protection for future structured settlement recipients" is general in nature, and does not specifically reference the LIGCNY is irrelevant. [read post]
28 Jun 2018, 6:30 am
Medicare has provided clear guidelines for how the MSA should be set up when annuities are involved, with two years of costs funded upfront and the rest of the cost broken out annually over the injured person’s lifetime. [read post]
7 Aug 2014, 4:00 am
See, for example, Education Law Article 8-C, SUNY’s Special Annuity Plan]; 457 deferred compensation plans;qualified excess benefit arrangements; andCertain grandfathered 401(k) plans adopted by a governmental entity before May 6, 1986.The IRS will also conduct a “webinar” on August 14, 2014 at 2:00, EDT, focusing on how the IRS defines the date of termination, final funding requirements, Pension Benefit Guaranty Corporation (PBGC) issues,… [read post]
28 Jul 2009, 9:33 am
A good industry resource would be Dan Durbin, the NSSTA President who is with Allstate Life Insurance Company, an annuity issuer that has had its Advanced Funding Exchange Notice (AFEN) in place for some time. [read post]
16 May 2011, 11:18 am
Lazarus joins Scott Drake in this conversation discussing his firms recent roll out and introduction of an innovative non-qualified structured settlement funding vehicle, which takes advantage of a unique partnering of a trust product and secondary market annuity contracts. [read post]
28 Jul 2017, 10:00 am
You will probably want to consider whether this amount will go to a specific purpose defined by you or whether the charity has authority when applying the funds. [read post]
4 Aug 2011, 5:57 am
Donors may contribute any marketable asset to a Donor Advised Fund, including securities, mutual funds, land, annuity contracts, and even shares of a privately held business. [read post]
9 Oct 2019, 8:57 am
There are a variety of assets which include bank accounts, security accounts, retirement funds, business interests, life insurance, annuities and real estate. [read post]
19 Nov 2007, 9:23 am
Underlying Fund Expenses: relating to investment options. [read post]
24 Jul 2012, 7:03 am
On the other hand, state Medicaid agencies (like the Department of Public Welfare in Pennsylvania) don’t like annuities because they allow individuals to qualify for Medicaid sooner, which means state funds will be expended sooner. [read post]
10 May 2019, 1:19 pm
Variable annuities can be high risk investments. [read post]
5 Jan 2010, 6:40 pm
The best one can do with an annuity funded structured settlement at this time is a fixed COLA. [read post]
17 Feb 2013, 6:53 pm
In Kite, a husband passed away, and assets were funded into a QTIP trust for his wife. [read post]
17 Feb 2013, 6:53 pm
In Kite, a husband passed away, and assets were funded into a QTIP trust for his wife. [read post]
24 Aug 2012, 2:31 pm
Policemen’s Annuity and Benefit Fund of Chicago v. [read post]
11 Oct 2007, 7:23 am
Last week we reported that Prudential Financial, Inc. and one of its subsidiaries, Prudential Retirement Insurance and Annuity Company, has sued State Street & Trust Corp. and State Street Global Advisors over losses allegedly suffered by Prudential clients in two bond funds managed by State Street (see here). [read post]
3 Feb 2011, 7:35 am
The defendant/respondent life insurance/investment-advisory Representative encouraged the good professor to liquidate hundreds of thousands of dollars in mutual funds and to invest those funds in to “viaticals,” in addition to an ever-rotating team of variable annuities. [read post]
7 Mar 2021, 12:49 pm
At that time, Bankers Life Securities reported that customers complained about Tarjanyi, alleging forgery and falsification of information on an insurance application and annuity withdrawal forms. [read post]
11 May 2012, 11:27 am
The anticipated shortfalls resulting from the liquidation of Executive Life of New York (ELNY) are expected to total $920,641,977 on a present value basis - assuming promised state guarantee association payments and enhancements but prior to any possible payments from the ELNY Hardship Fund and/or from structured settlement defendants who negotiated and promised to pay future periodic payments funded with ELNY annuities. [read post]
