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9 Apr 2012, 7:03 am by Ken Shigley
We have utilized special needs trusts in appropriate cases for more than 20 years, funded by cash directly from an insurance company or by a stream of income from a structured settlement annuity. [read post]
30 Jul 2012, 4:34 pm by S2KM Limited
"Buy and hold" annuities, according to the Motion, "are those whereby the underlying insurer retained, or held the liability for future payments, and funded that liability through its ownership of a qualified funding asset, or annuity. [read post]
5 Apr 2010, 10:15 pm by Brian E. Barreira
Immediate Annuities As a Last-Minute Option for the At-Home Spouse The purchase of an immediate annuity can place a community spouse in a worse financial position than going through the MassHealth appeal process. [read post]
25 Apr 2015, 5:16 pm
Another key difference between RRSPs and TFSAs is that with an RRSP when you reach the age of 71, you have to either withdraw the funds from an RRSP, buy and annuity, or convert the RRSP to a Registered Retirement Income Fund (“RRIF”). [read post]
7 Nov 2011, 12:15 pm by The Settlement Channel
In this weeks edition of Speaking of Settlements we look at one of the more innovative programs in the non-qualified market and that is the structuring of oil and gas lease bonus payments through the use of a structured settlement annuity device. [read post]
7 Nov 2011, 12:15 pm by The Settlement Channel
In this weeks edition of Speaking of Settlements we look at one of the more innovative programs in the non-qualified market and that is the structuring of oil and gas lease bonus payments through the use of a structured settlement annuity device. [read post]
22 Aug 2019, 9:31 am by Maria Ross (UK)
In the current case, Prudential agreed to sell the book of annuities to Rothesay in March 2018. [read post]
1 Sep 2006, 12:19 am
First the offense, Download pcaliforniasettlementannuity_yahoo_912006.pdf  "Pock" work funding is advertising "Structured Settlement Annuity from Clockwork Funding". [read post]
3 Dec 2015, 12:44 pm by Kirk Jenkins
Municipal Employees’ Annuity and Benefit Fund of Chicago, a sequel of sorts to In re Pension Reform Litigation from earlier this year. [read post]
15 Jun 2007, 9:29 am
I recently read that some of the purchasers of securitizations of factoring companies, such as JG Wentworth and Peachtree Settlement Funding, are insurance companies. [read post]
28 Jun 2024, 7:11 am by Roger Stelk
Top charitable giving strategies in Arlington Heights, IL, include a charitable remainder trust (charitable gift annuity), a charitable lead trust, a private foundation, a donor advised fund, and a charity beneficiary for retirement plans. [read post]
20 Jun 2016, 7:02 am by Sarah T. Reise
Wentworth and “persons involved in advancing funds in exchange for the rights to future payments from structured settlements or annuities have been engaged in acts or practices that violate the CFPA. [read post]
23 Nov 2018, 4:06 am by ccollins
Cody is accused of sending another investor a bogus tax form to make it appear as if money she wanted to withdraw from her retirement funds would come in the form of an annuity through Sun Life Financial. [read post]
24 Feb 2009, 7:30 am
”  The Department’s position is based on the NY Insurance Law, specifically section 7718, which “governs prohibited advertisements of the LIGCNY, the guaranty fund that covers life insurance policies, health insurance policies, annuity contracts, funding agreements and contracts supplemental to life and health insurance policies, annuity contracts or funding agreements issued to a New York resident by a life… [read post]
5 Nov 2006, 3:20 pm
The qualified assignment company typically purchases a structured settlement annuity from the related life insurance company as a qualified funding asset. [read post]
2 Sep 2008, 2:42 pm
If you are a Vioxx claimant or have been notified by mail or phone call that you will be receiving an award from the Vioxx settlement fund, you have a very short window of time to make your decision as to whether or not you want to take your payments over time using a structured settlement annuity. [read post]