Search for: "Annuity Fund"
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21 Apr 2007, 9:14 am
Baron is a leading fund raiser. [read post]
18 May 2007, 6:58 am
Rhonda Bentzen of Bentzen Funding Solutions has attempted to address an issue that has been creeping into the fore due to up front advertising and business practices of certain factoring companies. [read post]
16 Oct 2012, 11:04 am
The Veterans Administration has funds that are available to help pay for this care, yet many families are not even aware that these benefits exist. [read post]
4 Feb 2010, 11:26 am
In an age of disappearing pensions and rapidly shrinking Social Security funds, individual retirement accounts are more important than ever – but many Americans have no official retirement accounts, connected to their jobs or otherwise. [read post]
6 Sep 2007, 4:50 am
This had the effect of freezing the funds, and the mother was then later sued by someone who had purchased an expectancy in her share of the annuity. [read post]
11 Jul 2007, 3:31 pm
Structured sales, or installment sales of real estate funding with secured annuities is a method of deferring capital gains in a secure fashion that is gaining increasing popularity. [read post]
21 Mar 2007, 11:03 pm
A life structured settlements payout can be used in combination with other types of structured settlements payout or in conjunction with a trust, such as a Settlement Preservation Trust or a Supplemental Needs Trust (SNT), or out of a Qualified Settlement Fund. [read post]
5 Jul 2018, 7:03 am
He has two customer disputes against him, alleging misrepresentation regarding a variable annuity investment and poor recommendations and advice regarding mutual fund investments. [read post]
1 Aug 2011, 4:39 am
The promissory note provides for a return of the loaned funds in equal payments over a term coinciding with the ineligibility period. [read post]
19 Dec 2018, 9:53 am
The claimant had settled with his employer’s insurance carrier and agreed that the carrier could make a qualified assignment of its obligation to another carrier, which funded its future obligation by purchasing an annuity. [read post]
7 Nov 2006, 6:33 pm
Annuities have broad protection under Florida law. [read post]
11 May 2015, 6:00 am
Public pension reform effort by the Illinois State Legislature ruled unconstitutional by the Supreme Court of IllinoisIn re Pension Reform Litigation, [Doris Heaton, et al,] v Pat Quinn, Governor, State of Illinois, et al, Supreme Court of Illinois, 2015 IL Docket 118585, In this action the plaintiff contended the Act amending Illinois Pension Code (40 ILCS 5/1-101 et seq.) by reducing retirement annuity benefits for individuals who first became members of four of Illinois’ five… [read post]
2 May 2017, 9:41 am
Simple withdrawl and transfer of joint funds? [read post]
4 Jan 2010, 7:47 am
Approved lists of defense-loyal annuity brokers Comment:Absent a qualified settlement fund. a structured settlement transaction impacts the defense as well as the plaintiff. [read post]
28 Jun 2012, 9:42 am
Other potential conflicts arise if the advisor counsels against investments such as annuities or the payment of mortgages and other tax deductable gifts. [read post]
17 Apr 2012, 11:37 pm
Two of the plaintiffs had terminated their interest in John Hancock funds before the original Complaint was filed, and the third plaintiff terminated their interest in John Hancock funds before the 2nd Amendment Complaint was filed with the district court. [read post]
1 Aug 2012, 1:06 pm
Funding alternatives - Based upon traditional structured settlement business and compensation models, the potential availability and applicability of 468B qualified settlement funds for &qu [read post]
25 Jun 2010, 8:57 am
Would that also help to keep the annuity amount "under" the maximum coverage provided by the NC Guaranty Fund? [read post]
31 Dec 2020, 8:59 am
Some common types of investments include stocks, bonds, certificates of deposit, mutual funds, money market funds, exchange-traded funds, and annuities. [read post]
18 Dec 2015, 6:33 am
The idea is to “zero out” the grantor retained annuity trust. [read post]
