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30 Oct 2007, 12:21 pm
., Ringler settlement annuity specialist from Chicago, as they turn to Attorney Michael J. [read post]
30 Oct 2007, 12:21 pm
., Ringler settlement annuity specialist from Chicago, as they turn to Attorney Michael J. [read post]
31 Dec 2007, 6:57 am
Earlier this year we established a permanent capital vehicle for the purchase of structured settlement payments and annuities and locked in financing rates that were highly attractive. [read post]
12 Nov 2008, 4:08 pm
If you have a question about safety call your state insurance commissioner, discuss financial protection and insurance insolvency funds in your state and get informed before you make an expensive mistake. [read post]
31 Jul 2008, 4:27 am
While structured settlement payments may be made from an annuity, an alternative permissible qualified funding asset per IRC 130(d) is any obligation of the United States. [read post]
16 Apr 2012, 11:33 am
She notes also that "[t]he bank that held the certificate of deposit [the funding vehicle] ... had discussed with Mr. [read post]
28 Nov 2016, 6:00 am
Parker MacIntyre provides legal and compliance services to investment advisers, broker dealers, registered representatives, hedge funds, and issuers of securities, among others. [read post]
30 May 2008, 11:23 am
Please consider the following caveats: Certain settlement planners claim the use of a qualified settlement fund in a single claimant case will get your client full annuity market access. [read post]
21 Dec 2007, 12:29 pm
When all is said and done, this is the point - if Penelope Plaintiff calls a broker that is on the Structured Settlement Clean Vendor List ("vig free") to factor her structured settlement annuity, then hangs up the phone and calls a broker that not on the Clean Vendor's List ( who is a vig taker) to factor the exact same cash flow with same funding source, such as Bentzen Funding Solutions, which will get her the better price assuming, for sake of… [read post]
9 Dec 2007, 12:14 pm
An alternative permissible qualified funding asset is obligations of the United States government. [read post]
5 Aug 2015, 2:06 pm
They are characterized by yielding interest returns at least partially based on equity indexes, such as the S&P 500, rather than mutual funds that are used in variable annuities. [read post]
14 May 2017, 5:27 am
Our firm is investigating claims made by The Financial Industry Regulatory Authority (FINRA) and the Securities Exchange Commission (SEC) against broker Richard Cody (Cody) that involves potentially millions in either stolen client funds or misrepresentations concerning the state of their accounts. [read post]
29 Aug 2016, 11:05 am
, is a small broker-dealer and is the target of a $3 million FINRA arbitration complaint over the sale of variable annuities and real estate securities. [read post]
9 Jun 2014, 6:00 am
Suppose, further, that Stan and his wife, Amy, have two children getting toward the end of middle school for whom college isn’t yet funded, and very little equity left in their house, because Stan has been using a home equity line of credit to self-fund a great deal of his R&D costs. [read post]
13 Apr 2020, 9:52 am
This is significant because the Wildermuth Fund’s manager, Daniel Wildermuth, has an ownership stake in Kalos Capital and the fund’s manager, Wildermuth Advisory, is under common control with Kalos Capital. [read post]
20 May 2015, 9:23 am
The Government expects to increase this to $1 million for new applications within two years as the market responds;At least $1.5 million in an eligible managed fund(s) or Listed Investment Companies (LICs) that invest in emerging companies listed on the Australian Securities Exchange (ASX); andThe balancing component:A ‘balancing investment’ of up to $3 million in managed fund(s) or LICs that invest in a combination of eligible assets… [read post]
17 Aug 2007, 2:35 pm
There are many including who (plaintiff or defendant) controls structured settlement decisions and who (plaintiff or defense annuity agent) controls annuity commissions. [read post]
9 Apr 2012, 7:03 am
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
"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
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]
