Search for: "Variable Annuity Marketing Company"
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3 Jul 2018, 11:46 am
In November 2006, a customer alleged that Barcomb had unsuitably advised her to sell a variable annuity to fund the purchase of another variable annuity. [read post]
28 Jun 2018, 6:30 am
A structured settlement removes the variability of the markets and guesswork out of funding their future expenses. [read post]
22 Jun 2018, 6:56 pm
Essentially, a variable annuity is a contract with an insurance company under which the insurer agrees to make periodic payments to you. [read post]
21 Jun 2018, 6:55 am
The findings stated that for three investors who were not yet Lott’s member firm’s customers, the individual submitted to an insurance company requests to exchange variable annuities for fixed indexed annuities issued by the company. [read post]
28 Apr 2018, 1:00 am
Holding it onto the market for another six months may actually cost more money than increasing the offer by another five percent. [read post]
16 Apr 2018, 4:03 pm
Apr. 10, 2018), the United States Court of Appeals for the Second Circuit reversed an order dismissing a variable annuity policyholder’s putative class action against AXA Equitable Life Insurance Company (“AXA”) as precluded by the Securities Litigation Uniform Standards Act of 1998 (“SLUSA”), 15 U.S.C. [read post]
14 Apr 2018, 1:00 am
Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement. [read post]
20 Mar 2018, 7:31 am
The stated purpose of the rule was to regulate in a new way financial service providers and insurance companies in the markets for ERISA plans and IRAs. [read post]
14 Feb 2018, 3:00 am
A less obvious red flag is overly consistent returns, epically during market drops. [read post]
11 Feb 2018, 3:55 pm
Non-Qualified Assignments - Release 63 continues to track developments in the non-qualified structured settlement market which features an increasing number of non-traditional product providers as well as funding options where non-U.S. companies serve as obligors. [read post]
11 Feb 2018, 3:55 pm
Non-Qualified Assignments - Release 63 continues to track developments in the non-qualified structured settlement market which features an increasing number of non-traditional product providers as well as funding options where non-U.S. companies serve as obligors. [read post]
10 Feb 2018, 12:00 am
Click the link below to watch the show: Make It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k? [read post]
17 Jan 2018, 6:21 am
In September 2002, a customer alleged she instructed to Mancusi to purchase a fixed annuity and she was sold a variable annuity after Mancusi did not follow her instructions. [read post]
15 Dec 2017, 1:02 pm
Without admitting or denying the allegations, Marino consented to the sanctions and to the entry of findings that he recommended unsuitable replacements (also known as exchanges) of non-qualified variable annuities to two customers without having a reasonable basis for recommending the transactions, resulting in benefits to him and substantial financial harm to the customers. [read post]
9 Nov 2017, 2:45 pm
Essentially, a variable annuity is a contract with an insurance company under which the insurer agrees to make periodic payments to you. [read post]
12 Oct 2017, 12:30 pm
Variable – Are annuities that fluctuate based on the performance of the stock market. [read post]
2 Oct 2017, 6:43 am
Essentially, a variable annuity is a contract with an insurance company under which the insurer agrees to make periodic payments to you. [read post]
10 Aug 2017, 9:32 am
Lightsey began his securities career at Variable Annuity Marketing Company in 2001 and moved later that year to AIG Retirement Advisors, where he remained until 2008. [read post]
26 Jul 2017, 10:31 pm
Cases on this topic tend to address payphone routes, variable annuities, viatical or life settlements, tenancy-in-common programs, real estate general partnership interests, and other low-tech topics. [read post]
26 Jul 2017, 10:31 pm
Unfortunately, most historical questions about whether an instrument is a security are far outside of the sweet spot of advisors in tech startups – we are talking payphone routes, variable annuities, viatical or life settlements, tenancy-in-common programs, real estate general partnership interests, and so forth. [read post]
