Search for: "Annuity Fund"
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19 Oct 2007, 10:45 am
Annuity issuers with lock boxes should have record of where the money is coming from and obtain copies of checks or wiring information. [read post]
3 Aug 2018, 2:01 pm
The SEC said in an administrative proceeding, that during the period of August 20, 2003, until March 6, 2017, “Voya failed to disclose in the 36 funds’ prospectuses a practice of recalling securities that were out on loan in advance of dividend record dates, enabling the firm’s insurance affiliates to take a tax deduction and depriving the funds and holders of the annuity contracts and life insurance policies of securities-lending income. [read post]
24 Feb 2014, 6:35 am
This warning is well worth heeding, as beneficiary-designation accounts may include a wide swath of financial holdings, including your IRA, life insurance, annuities, mutual funds, brokerage accounts, savings accounts and checking accounts. [read post]
1 Nov 2012, 5:10 am
The Eleventh Circuit has ruled that plan participants have to exhaust administrative remedies before bringing an ERISA lawsuit.On the other side of the matter, the Third Circuit had dismissed the plaintiffs’ ICA claim, because the plaintiffs were no longer investors in the funds at issue. [read post]
4 Feb 2015, 11:13 am
Under this law, many plans allow for a survivor annuity, meaning if the recipient of the retirement funds dies, the surviving spouse will continue to receive benefits under the plan. [read post]
10 Oct 2013, 6:30 am
Regular readers may remember the frustrating story of Glenn Neasham, an insurance agent from California, who went to jail for selling an annuity. [read post]
7 May 2009, 2:10 pm
Allstate, with its AFEN Exchange and Symetra with its own factoring company (Clearscape Funding Corporation) remained. [read post]
30 Jun 2010, 10:03 pm
In most of the cases in the structured settlement process, there is first an obligation created by virtue of the release of claims which includes periodic payments, there is an assignment of that obligations and then a structured annuity is purchased to fund that obligation. [read post]
5 May 2010, 6:55 pm
Why do some twits continue to mischaracterize structured settlements funded with annuities issued by Symetra Life Insurance Company as being provided by a "Berkshire Hathaway entity"? [read post]
18 Dec 2019, 5:57 am
In October 2019 a customer complained that Westenbarger violated the securities laws by alleging that Westenbarger convinced them to purchase a corporate note and instead used the funds for his own purposes, that in June 2018, Westenbarger convinced them to replace a variable annuity for no apparent reason, and that in July 2019 Westenbarger made an unauthorized purchase of a UIT, which was unsuitable. [read post]
22 Feb 2011, 6:47 pm
These were the provisions the applied in In The Matter Of Settlement Funding, LLC, No. 05-C-10-013784, 2010 WL 3713139 (Md. [read post]
4 Jul 2009, 6:15 pm
Structured settlement annuitants or payees DO NOT own the annuity or the cash that was used to purchase the annuity or other "qualified funding asset". [read post]
8 Aug 2013, 10:15 am
Fund companies thought their mutual funds are the best way to invest. [read post]
3 Apr 2007, 9:30 pm
There are many different ways to donate funds, such as trusts, life insurance policies, annuities and gifts in wills. [read post]
22 Jun 2015, 8:58 pm
Life Insurance & Annuity Contracts Life insurance or annuity contract proceeds to $100,000 §44-371 Exemption only applies to cash values accrued more than 3 years prior to filing bankruptcy. [read post]
10 Apr 2019, 9:08 am
According to the SEC’s case against her, she forged their signatures so she could take money from their variable annuity, retirement, and investment accounts. [read post]
8 May 2014, 4:48 pm
Stites on Estates is off to a fun start, and we’ve written a series on grantor retained annuity trusts. [read post]
26 May 2007, 6:45 pm
Some factoring companies are pushing the envelope when soliciting structured annuity payment recipients to sell their structured settlement payment rights at a deep discount. [read post]
24 Mar 2009, 1:53 pm
Obviously one issue is that we don't always anticipate the need for funds. [read post]
24 Nov 2009, 11:36 am
We never do this at Sovereign Funding," said Springer. [read post]
