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5 Mar 2008, 2:28 pm
FINRA says that they also sold variable annuity contracts to hedge fund clients so that they could use the yearly sub-accounts for market timing activities. [read post]
11 Feb 2013, 10:03 am by Gritsforbreakfast
Certainly, the sums paid to people who've been falsely convicted are hardly why Texas doesn't better fund education or healthcare. [read post]
11 Jan 2016, 8:12 am by Mark Astarita
It also will undertake examinations to review exchange-traded funds (ETFs) and ETF trading practices, variable annuity recommendations and disclosure, and potential conflicts and risks involving advisers to public pension funds. [read post]
24 Aug 2009, 10:36 pm
Carriers may be better off leaving the prescription drug rights open under a settlement and paying for the future drugs using a qualified assignment and purchasing an annuity. [read post]
8 Feb 2023, 8:03 am
Gift Annuities and Other Donation Options In addition to trusts and bequests, you can also donate through gift annuities, which are a type of contract between the donor (you) and the charity. [read post]
29 Apr 2016, 9:49 pm
The court has computed the present value of the annuity, based upon a female age 64, as of the date of the decedent's death to be $79,318.42. [read post]
12 Jul 2015, 5:34 pm
This amendment permits estates of decedents dying after December 31, 1969, with wills executed prior to September 31, 1974, creating old law charitable remainder trusts, which do not qualify as a charitable remainder annuity or unitrust to qualify for a charitable deduction in the following language: if the governing instrument is amended or conformed on or before December 31, 1975, or, if later, on or before the 30th day after the date on which judicial proceedings begun on or before… [read post]
2 Oct 2014, 8:22 am by D. Daxton White
Based on these reports, it appears that between 1998 and 2012, Dennis Wright, 68, allegedly induced at least 28 customers to withdraw funds from AXA  variable annuity accounts, telling them he would transfer the funds to an AXA managed account of mutual funds with higher returns than the annuities. [read post]
16 May 2021, 4:17 pm
   The outcome is that the funds in the estates will be used to purchase annuities for Merrill Rogers’ three brothers. [read post]
23 Jun 2021, 7:41 am by David Cosgrove
In recent years, more and more securities brokers are starting to engage in excessive trading of more long term investment products not sold on public exchanges such as mutual funds, unit investment trusts, private equity funds, closed-end funds, and, most notably, variable annuities. [read post]
15 Jul 2014, 6:27 am by Adam Weinstein
The complaint involves allegations concerning unsuitable transactions regarding variable annuities from 2007 to 2009. [read post]
30 Dec 2009, 9:57 am by structuredsettlements
The Doom and Gloom concerning structured settlement annuity issuers of late 2008 has abated somewhat. [read post]
29 Aug 2011, 2:58 pm by Felix Shipkevich
This led at least one investors to liquidate an annuity she purchased previously and invest in his fund. [read post]
13 Jun 2021, 6:00 pm by Yale Hauptman
Another option is the Medicaid compliant annuity I wrote about a couple of weeks ago. [read post]
24 Feb 2009, 10:33 am
It states "buzz surrounding seedy blogs posted about structured settlement and annuity factoring companies has grown dramatically over the past year. [read post]