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7 Jul 2011, 11:00 am
Schulte's story inevitably features FEC CEO Fred Carr, who first gained a national reputation as a financial "gunslinger" during the 1960 mutual fund "Go-Go" years when his company, the Enterprise Fund, first outperformed the mutual fund industry then tanked in 1968. [read post]
2 Feb 2008, 10:21 am
RAM Funding Bleats in its Structured Settlement FAQ: "The Truth about Structured Settlements (showing "originality" by taking a page from Tony "Boo Hoo"'s Annuity MD play book). [read post]
4 Dec 2007, 9:04 am
A broker or "structured settlement factoring vig taker" simply adds to the cost of the deal and reduces the structured settlement or annuity payee's bottom line. [read post]
25 Jan 2023, 9:59 am
Retirement assets that may need to be addressed include 401(k)s, pension plans, IRAs, stock options, annuities, and deferred compensation plans. [read post]
7 Jul 2014, 12:40 pm
Also, keep in mind when determining which assets will go to heirs that annuities inherited by non-spouses and U.S. savings bonds do not get the "step up" in cost basis.IRA or 401(k?) [read post]
27 Aug 2007, 8:41 am
ANNUITIES IMPOSE EXCESSIVE FEES THAT DEPLETE RETIREMENT: The teachers are correct in arguing that annuities impose excess fees that most likely will deplete their retirement. [read post]
18 Dec 2012, 2:00 pm
Suppose I am going to buy a fixed real-life annuity, but I can opt for using either regular CPI or chained CPI. [read post]
10 Apr 2007, 7:42 am
Noncontributory Plan - A benefit plan which is funded completely by contributions from the employer. [read post]
18 Jun 2015, 12:47 pm
In 2002, Sharma began selling insurance and annuities to his clients. [read post]
8 Jul 2007, 10:56 am
" Meanwhile, insurance companies pay commissions on annuities which are often two, three or even 10 times the amount paid on mutual funds, which have more strictly regulated cost disclosures. [read post]
8 Jan 2021, 4:17 am
Bardeche did not have your best interest in mind when recommending investments, mutual funds, mutual fund switches, annuities, or annuity switches, contact New York securities arbitration law firm Iorio Altamirano LLP for a free and confidential review of your account or annuity contract. [read post]
19 Jun 2007, 10:16 pm
Good work from Rhonda Bentzen from Bentzen Funding Solutions for taking on her competitor JG Wentworth. [read post]
5 Sep 2009, 10:36 am
Non-qualified annuities, structured legal fees, structured sales, litigation consulting, Medicaid and workers comp, all offer huge opportunities. [read post]
13 Jun 2007, 11:49 am
Hindert: "The primary funding vehicles for structured settlements related to Medicaid and Medicare are Special Needs Trusts and Medicare set-aside arrangements" SS4R: Irrespective of any other Deficit Reduction Act issue, structured settlement annuities are typically funding vehicles that feed periodic payments to a person, or into a receptacle as described below. [read post]
1 Jun 2020, 9:43 am
Variable Annuities Variable annuities also appear multiple times on Westenbarger’s customer complaints. [read post]
27 Dec 2017, 7:55 am
” According to Woodbridge’s website, the group, Woodbridge Wealth, sells three types of investments: 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]
3 Mar 2009, 1:23 pm
Once I learned he had an Allstate structured annuity I explained to him about the Advance Funding Exchange Notice and suggested that he contacted Allstate. [read post]
10 May 2010, 7:04 pm
Following the above chart (assuming the structured us funded with New York Life): At Step 2, New York Life Insurance and Annuity Corporation, the assignment company for New York Life Insurance Company funded structured settlements, takes on the obligation to pay the Plaintiff and then at Step 3, it purchases an annuity from New York Life Insurance Company to fund its obligation. [read post]
19 Aug 2021, 12:34 pm
"Good cause" for an adjournment shall not include that the injury or illness upon which the subject claim before the Division of Workers' Compensation is based is also the basis for a pending application to a pension fund administered by the Division of Pensions and Benefits within the Department of the Treasury, including, but not limited to, the Public Employees' Retirement System (PERS), the Police and Firemen's Retirement System (PFRS), and the Teachers'… [read post]
8 Mar 2022, 5:26 am
"Good cause" for an adjournment shall not include that the injury or illness upon which the subject claim before the Division of Workers' Compensation is based is also the basis for a pending application to a pension fund administered by the Division of Pensions and Benefits within the Department of the Treasury, including, but not limited to, the Public Employees' Retirement System (PERS), the Police and Firemen's Retirement System (PFRS), and the Teachers'… [read post]
