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22 Dec 2017, 3:57 am
For example: Operation Holiday Joy allocates 100 percent of its funds to food and toys. [read post]
15 Dec 2017, 1:02 pm
Marino’s customers, however, suffered financial harm due to the costs incurred and new or extended surrender periods as a result of the annuity replacements.Marlon O. [read post]
15 Dec 2017, 11:05 am
” According to Woodbridge’s website, the group, Woodbridge Wealth, sells three types of investment: first position commercial mortgages with an annual yield of 5%, secondary market annuities with above average, risk adjusted yields, and a commercial bridge loan fund that potentially returns 6%. [read post]
13 Dec 2017, 1:47 pm
Walker, alleging “… unauthorized sales of various stocks, unauthorized and unsuitable purchases of variable annuities and unauthorized mutual fund switches between June 2014 and June 2015. [read post]
5 Dec 2017, 4:49 am
For those of you who have not been through the probate process in Connecticut yet, I'm writing to give you a head's-up about the fact that there is no way to completely avoid probate in this state.In other words, even if you do everything humanly possible to avoid probate, which is to say you use a revocable living trust (and actually fund it, by the way!) [read post]
28 Nov 2017, 9:59 am
Under Treasury Regulation Section 25.2511-2(b), the funding of an irrevocable trust or deeding of real estate with an SPA would be considered an incomplete gift. [read post]
15 Nov 2017, 6:30 am
These benefits include: Social Security Disability (SSDI) benefits; Social Security Disability (SSDI)Reverse Offsets Prior Injury offsets; Retirement annuities from public employee organizations; and Various pension benefits received from a labor union health and welfare funds. [read post]
15 Nov 2017, 6:30 am
These benefits include: Social Security Disability (SSDI) benefits; Social Security Disability (SSDI)Reverse Offsets Prior Injury offsets; Retirement annuities from public employee organizations; and Various pension benefits received from a labor union health and welfare funds. [read post]
15 Nov 2017, 6:30 am
These benefits include: Social Security Disability (SSDI) benefits; Social Security Disability (SSDI)Reverse Offsets Prior Injury offsets; Retirement annuities from public employee organizations; and Various pension benefits received from a labor union health and welfare funds. [read post]
10 Nov 2017, 12:12 pm
The current $300 limit per member on non-pro rata Class A assessments is removed to provide the Board more flexibility in funding such expenses. [read post]
8 Nov 2017, 4:47 am
In 2015 a customer claimed that Sinkula recommended the purchase of annuities and charged excessive fees that were not suitable causing $39,644 in damages. [read post]
6 Nov 2017, 6:57 am
Well-designed structured settlements that are funded through annuities are tax-free, guaranteed, and incur no risk. [read post]
6 Nov 2017, 6:57 am
Well-designed structured settlements that are funded through annuities are tax-free, guaranteed, and incur no risk. [read post]
6 Nov 2017, 6:57 am
Well-designed structured settlements that are funded through annuities are tax-free, guaranteed, and incur no risk. [read post]
5 Nov 2017, 7:32 am
The FINRA investigation involved a different questionable practice – whether Bahgat made misrepresentations in the sale of a variable annuity. [read post]
27 Oct 2017, 3:10 pm
The growth of the fund usually far exceeds the paltry rise that today’s meager interest rates provide if the money is not put into an annuity. [read post]
17 Oct 2017, 1:43 pm
Time And Effort To Fund The Tru [read post]
16 Oct 2017, 4:12 pm
Specifically, each State maintains a guarantee fund that will act as a backstop to annuity policies, up to a certain dollar amount, in the event that an insurance carrier experiences insolvency or similar inability to honor its financial obligations. [read post]
12 Oct 2017, 12:30 pm
You put money into it, and once you reach a certain age or disability, you begin retrieving funds. [read post]
11 Oct 2017, 10:29 am
Nivens also failed to follow certain technical requirements of Section 1035 of the Internal Revenue Code (IRC) that allows people to transfer funds from one life insurance policy or annuity to a new policy without incurring a tax penalty, resulting in substantial negative tax implications for his customers. [read post]
