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30 Aug 2010, 2:07 pm
Today Clearscape Funding Corporation, a subsidiary of Symetra purchases structured settlement payment rights primarily from annuitants of its sister company and Allstate provides liquidity to its own annuitants directly as part of its Advanced Funding Exchange Notice (AFEN). [read post]
20 Jun 2022, 8:18 am
United Planners (CRD #20804), a broker dealer based in Scottsdale, Arizona, engages in a general securities business, including the sales of equity securities, mutual funds, variable annuities, and private placements. [read post]
15 Apr 2024, 5:45 am
Alternatives: Explore options like downsizing, home equity loans, or annuities before making a decision. [read post]
17 Jun 2008, 1:44 pm
That was an arrangement to raise funds through a securitization arrangement and to use the proceeds to purchase life policies and annuity contracts on a pool of donors. [read post]
22 Jul 2018, 4:00 pm
Charitable remainder annuity trust. [read post]
6 May 2014, 8:57 am
A donor-advised fund gives some control over distribution of funds while sharing administrative costs with other funds held by the foundation. [read post]
4 Oct 2021, 4:27 pm
If at the end of the 45-year-period, that amount were drawn down as an annuity, the annual payout would be, assuming the person lived for 25 years, $63,433, exhausting the fund at the end of the period. [read post]
13 Jan 2023, 6:47 am
After a creditor obtains a judgment against a debtor, they may then take action to seize the debtor's assets, including funds in bank accounts, vehicles, or other personal property. [read post]
24 Apr 2013, 11:08 am
It's simply that the underlying issue involves tax laws, regulations, annuities, surrender values, and all sorts of other esoteric things with which I'm not entirely familiar. [read post]
26 Sep 2008, 6:04 pm
If you are allocating funds to a structured settlement annuity, work with a structured settlement professional who has access to ALL of the annuity markets so that you can have the funds spread across several quality life companies. [read post]
31 Jul 2009, 4:02 pm
Any delay in funding may result in i) the movement of the quote payment dates by the same number of days as the delayed funding or ii) a higher annuity cost. [read post]
15 Dec 2017, 11:05 am
” According to Woodbridge’s website, the group, Woodbridge Wealth, sells three types of investment: 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]
4 Apr 2011, 8:40 pm
In these cases, the participant will be forced to leave the money in the plan, except for a monthly annuity distribution based on a single life expectancy. [read post]
12 Sep 2010, 6:01 pm
That being said Lawyers Structured Settlements is clearly not familiar with defined benefit annuities or longevity insurance that ARE available in the annuity market. [read post]
20 Mar 2023, 11:44 am
” It also paid $299,000 to the annuity company to buy a policy that would fund the payments to the plaintiff. [read post]
14 Jun 2017, 8:12 am
(FINRA Case #2014040873501) Cecil Ernest Nivens (CRD #2110613, Gastonia, North Carolina) was named a respondent
in a FINRA complaint alleging that he circumvented his member firm’s WSPs (Written Supervisory Procedures) by failing to process as replacement trades variable universal life (VUL) purchase transactions, totaling approximately $439,805 in first-year premiums, even though Nivens recommended that each purchase be funded by withdrawals from an existing variable… [read post]
20 Mar 2012, 3:16 am
BESTrustees plc v Kaupthing Singer & Friedlander Ltd [2012] EWHC 629 (Ch); [2012] WLR (D) 84 “Where an insolvency event had occurred in relation to an employer, thereby triggering a calculation of the deficiencies in the assets of a pension fund under section 75 of the Pensions Act 1995, the time at which both the value of the pension scheme assets and the cost of the notional acquisition of annuities in the market to match its liabilities should be assessed was the… [read post]
3 Dec 2010, 8:11 am
” He believes that “companies need to keep an eye on funding levels, their investment strategy to manage the assets and liabilities in the plan, numerous procedural steps and documentation requirements around preparing a plan for termination, and interest rates, which impact the cost of purchasing an annuity to liquidate and offload the plan. [read post]
17 Jul 2017, 12:43 pm
The most recent customer complaint against Zito was filed in April 2017 alleging that she misrepresented the client’s account regarding the purchase of a variable annuity back in 2006. [read post]
9 Mar 2009, 7:01 am
-based insurer in two and unloading most of the life division is among the options being discussed, although a deal isn't certain, according to a report on Bloomberg News.Any discussion of Hartford Financial Services Group Inc. will be of concern to those that have their funds in Hartford Life annuities , including structured settlements and structured attorney fees with Hartford Life Insurance Company.The words "most of" in the report of particular interest to… [read post]
