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26 Oct 2010, 6:00 am
The settlement funds can also be deposited into an investment vehicle like an insurance annuity contract (Single Premium Deferred Annuity). [read post]
3 Aug 2007, 5:04 pm
The three state regulators charged that the Hartford insurance unit failed to properly oversee hedge funds that were engaging in market-timing sales of its variable annuities. [read post]
22 Feb 2010, 8:38 am
This time former Peachtree Settlement Funding "manager", Christian Palombi, 40, of 3-D West Gate Lane, Boynton Beach, was arrested and charged with one count of extortion. [read post]
16 Aug 2012, 5:36 am
Florida courts have held that funds withdrawn from the cash value of a life insurance policy and annuity payments received by a debtor remain protected after they are deposited in a financial account as long as the funds can be accurately traced back to the exempt assets. [read post]
7 Jul 2005, 10:34 am
Because of the way the designation is made, the company’s only alternative is to pay the funds to a guardian of the estate for the minor children. [read post]
16 Aug 2013, 7:00 am
Examples include a charitable gift annuity, a charitable remainder trust, a charitable annuity trust, a pooled income fund or a life estate. [read post]
31 Jan 2007, 12:18 pm
Most often the qualified funding asset is a structured settlement annuity. [read post]
17 May 2007, 7:55 pm
: Northeastern Capital Funding, LLC out of New York, has a web page that says "Structured Settlement Annuity Done Right". [read post]
12 Jul 2019, 2:00 am
Single-premium group, or terminal funding, annuity contracts are purchased by an employer that has decided to terminate its DB pension plan and is required by regulation to transfer participants’ accrued benefit liabilities into a life insurer’s irrevocable group annuity contract. [read post]
14 Jun 2010, 6:04 pm
Liberty Life Assurance Company of Boston is an issuer of structured settlement annuities used in the resolution of personal injury lawsuits, workers compensation claims. [read post]
10 Oct 2009, 7:08 pm
The Bentzen Funding Solutions/ Structured Asset Funding case involving the "CT Woman" also illustrated the problems associated with servicing. [read post]
25 Apr 2009, 9:48 am
`(E) SPECIAL RULES FOR SPLIT-INTEREST ENTITIES- … [read post]
27 Aug 2008, 11:55 am
Under a section titled "Medicare Set-Aside Arrangement Account", CMS states: "If an account is structured and funded by an annual annuity, identify the source of the annuity and include the annual payment amount, annual funding date, and the amount of the initial lump sum deposit. [read post]
4 Feb 2010, 2:38 pm
If you have concerns about inflation such United States Treasury Funded Structured Settlements can be funded with Treasury Inflation Protection Securities (TIPS). [read post]
20 Jun 2012, 1:26 pm
"Buy and hold" annuities, according to the Motion, "are those whereby the underlying insurer retained, or held the liability for future payments, and funded that liability through its ownership of a qualified funding asset, or annuity. [read post]
16 Dec 2018, 12:17 pm
The preamble to the proposed regulations clarify that an entity would not be “managed by” another entity solely because the first-mentioned entity invests all or a portion of its assets in such other entity, and such other entity is a mutual fund, an exchange traded fund, or a collective investment entity that is widely held and is subject to investor-protection regulation. [read post]
28 Apr 2021, 9:20 am
• Banks and annuities do not count retainage as an asset when calculating receivable assets which results in subcontractors being unable to access alternative cash flow to make up for funds held up in retainage. [read post]
1 Jun 2008, 11:30 am
Sometimes a life only annuity or temporary life annuity is used in a workers comp case to fund the future aspect of a Medicare Set Aside at the least amount acceptable to mitigate the strain on the claimant's resources. [read post]
24 Sep 2009, 6:03 pm
This CMS valuation method also means that annuities underfund WCMSAs because the annuities do not include any inflation provisions. [read post]
2 Jul 2014, 10:37 am
Infinex Investments has been a FINRA firm since 1994, is a full service broker-dealer with its primary business being the retail sale of mutual funds and variable annuities. [read post]
