Search for: "Annuity Fund"
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13 Feb 2013, 6:23 am
They also tapped investor funds for their own usage. [read post]
9 Oct 2007, 8:57 pm
In addition to requesting a copy of the QSF papers, as part of the underwriting process , annuity issuers should ask to see the release of the defendant that preceded the funding of the qualified settlement fund. [read post]
21 Jun 2018, 6:55 am
Lott repeatedly facilitated the individual’s efforts to continue acting as a securities broker, despite the individual’s unregistered status, by effecting variable annuity exchanges and mutual fund sales that the individual recommended to customers to fund fixed indexed annuity purchases. [read post]
30 Dec 2014, 6:30 am
Opportunity: Increased Access to Annuities in Target Date Funds. [read post]
29 Nov 2021, 11:24 am
Here, the optional pension plan selected by SUNY and elected by petitioners was the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF). [read post]
29 Nov 2021, 11:24 am
Here, the optional pension plan selected by SUNY and elected by petitioners was the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF). [read post]
25 Oct 2021, 12:42 pm
Life Insurance and Annuities Generally, life insurance and annuity investments should name your trust as the primary beneficiary so that the trust can control and protect the proceeds of those policies. [read post]
28 Dec 2008, 9:48 am
State insurance guarantee funds provide a safety net for individual company failures. [read post]
4 Feb 2008, 7:46 pm
More detailed descriptions for these programs: Medicaid Annuities Medicaid annuities, including structured settlement annuities used to fund special needs trusts, are under attack by federal and state legislators and regulators. [read post]
25 Feb 2013, 1:43 pm
The NEP will also focus on the growing use of alternative and hedge fund investment strategies in registered open-end funds, exchange-traded funds (“ETFs”), and variable annuity structures. [read post]
23 Jan 2008, 9:53 am
The annuity costs will have to be paid out of current settlement proceeds but that can be done in a tax free manner which will then set aside the funds for the long term medical care. [read post]
25 Oct 2010, 10:00 am
So a worker expecting an annuity of $867 per month in 2006 would have received $399 per month if they retired in 2008. [read post]
18 Jan 2023, 6:11 am
Financial Advisors, Estate Planners, CPAs and charitable fundraisers will all be encouraging individuals to fund these specific annuities or trusts. [read post]
30 May 2007, 6:55 am
This statement looks like it was drafted by the insurance lobby so that they could write annuity policies for the future payments. 5. [read post]
14 Oct 2011, 3:59 am
In Burgio the plaintiff wanted a lump sum payment of pension funds that had not yet vested. [read post]
12 Jan 2021, 7:18 am
The Insurer of the annuity makes their money on annuity fees and management services. [read post]
9 Feb 2010, 11:13 am
It is clear that the goverment is interested in annuities, LIFETIME INCOME ANNUITIES, as a means to provide lifetime financial security. [read post]
25 Mar 2007, 11:35 am
Third Party Purchases - DRA's annuity rules do not apply to annuities purchased by third parties with funds that never belonged to the applicant or community spouse. [read post]
3 Jun 2011, 8:20 am
However, Miller trusts are specifically forbidden from owning assets, so the applicant/member must reduce his/her assets in a manner that will not violate the transfer rules and cause ineligibility, e.g. annuities. [read post]
25 Nov 2019, 11:51 am
” Variable annuities have higher costs to investors than lower-cost investments, such as mutual funds, but some brokers push variable annuities on their clients because they are paid a higher commission for selling them. [read post]
