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13 May 2021, 1:58 pm by Silver Law Group
Lindberg had amassed a billion-dollar empire of insurance and annuity companies under the names Global Bankers and Global Growth, running the conglomerate as a hedge fund. [read post]
21 Nov 2007, 6:00 am
   There may also be Guaranty Fund issues because of the residency issue. [read post]
24 Oct 2014, 11:35 am by ALDF
The animals represented by the Animal Legal Defense Fund can’t speak for themselves. [read post]
11 Sep 2012, 4:10 am by info
Life insurance policies and annuity contracts to dependents of the insured are 100% exempt in Massachusetts. [read post]
11 Aug 2010, 9:17 am by The Settlement Channel
This concept, of using taxable cash flows to fund tax deductible retirement accounts, was first formulated for our trial lawyer clients. [read post]
16 Jun 2014, 6:00 am by Carter Ruml
At the end of the annuity term, if the book was an ordinary seller, the GRAT would have no remaining assets, because all of its assets would have been distributed to Ned, and he could use distributions on the LLC units distributed back to him to fund his lifestyle. [read post]
20 Feb 2020, 6:00 am
This could create an enormous tax burden.So, if you have clients expecting to inherit qualified funds, then you should consider re-positioning these funds into One America’s Asset Care Annuity Funding Whole Life plan. [read post]
4 Jun 2007, 3:47 am
  Specifically, the Bill will exclude from gross income 50% of the income generated by the annuity, up to $20,000 annually. [read post]
24 Feb 2007, 12:40 pm
Virginia has done so well that I have referred three family members with settlement annuity packages to her. [read post]
18 May 2015, 4:00 am by comitz
Inc.; Great-West Life Assurance Company; Great-West Life & Annuity Insurance Company of New York; Great-West Capital Management, LLC; Great-West Funds, Inc.; GWFS Equities, Inc. [read post]
3 Jul 2018, 11:46 am by Staff Attorney
In November 2006, a customer alleged that Barcomb had unsuitably advised her to sell a variable annuity to fund the purchase of another variable annuity. [read post]
26 Jul 2018, 11:45 am by Staff Attorney
In September 2006, a customer alleged that O’Brien falsely represented an annuity purchase to the customer by failing to disclose crucial information that the investor can’t withdraw funds from his annuity investment. [read post]
23 Dec 2008, 8:01 pm
"Murray said the firm has felt the sting of the 'inefficient securitization market and the increase in the cost of funds. [read post]
7 Feb 2018, 9:50 am by Marsha Tesar
Despite the best of intentions, not completing the necessary steps, like failing to rename accounts or fund accounts, can derail even the best estate plan. [read post]
7 Feb 2018, 9:50 am by Marsha Tesar
Despite the best of intentions, not completing the necessary steps, like failing to rename accounts or fund accounts, can derail even the best estate plan. [read post]
16 Jul 2008, 3:10 pm
Congress the viability of tax deferral of capital asset sales using a structured sale annuity will be of far greater interest to tax payers and tax experts. [read post]
23 Feb 2015, 12:56 pm by Elizabeth Cousins
We have also seen an increase in the number of US funds specifically geared towards infrastructure investment and many examples of fund investment into de-risked projects (eg Teachers Insurance and Annuity Association – College Retirement Equities Fund acquisition of half of Actividades de Construcción y Services’ stake in Florida’s I-595 Corridor P3 project). [read post]
23 Sep 2009, 12:46 pm by Patrick Hindert
Annuity commissions Babener: What is the typical commission for structured settlement annuities? [read post]
1 Feb 2019, 6:30 am by John-Paul Boyd
Having said this, however, life is very difficult for non-profit research organizations that don’t have the luxury of generous bequests and annuities to pay their bills and cannot provide their funders with tangible output metrics like number of clients seen, number of pamphlets downloaded and number of posters printed. [read post]