Search for: "Annuity Fund"
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17 Nov 2011, 7:39 am
Instead of investing those funds, Joan deposited that money into her bank account for her own personal use. [read post]
22 Dec 2007, 6:30 am
It doesn't matter what it is, life insurance, annuities, mutual funds. [read post]
22 Apr 2009, 2:02 pm
Please tell me that isn't true about any current structured annuity issuers! [read post]
28 Dec 2011, 10:30 pm
Gender-distinct mortality tables and higher rates for coverage of women first appeared in annuity contracts used to fund lifetime financial support independent of or as a substitute for marital rights. [read post]
20 Sep 2008, 6:26 pm
There is no reason to panic, pull annuity bids, request funds back and other radical moves, but you also shouldn't be in a rush to start writing new business until the situation becomes more clear. [read post]
6 Dec 2006, 10:18 am
Symetra's business model includes both the business of creating or manufacturing structured settlement annuities, and its solicitation of "cash now' structured settlement factoring of its own structured settlements as well as those manufactured by other annuity issuers, via its subsidiary Clearscape Funding Corporation. [read post]
28 Jul 2010, 9:57 pm
says: A structured settlement annuity will guarantee periodic payments over a lifetime or over a specific period of time. [read post]
21 Jun 2011, 2:58 pm
In 2004, Lerner was fined by the National Association of Securities Dealers over sales contests that promoted proprietary mutual funds and certain variable annuity and variable life insurance products. [read post]
28 Dec 2011, 4:49 am
Gender-distinct mortality tables and higher rates for coverage of women first appeared in annuity contracts used to fund lifetime financial support independent of or as a substitute for marital rights. [read post]
15 Nov 2011, 5:10 pm
The most commonly discussed products at the sales seminars include private placements, variable annuities, real estate investment trusts, equity indexed annuities, mutual funds, private placements of speculative securities (such as oil and gas interests) and reverse mortgages, the SEC says. [read post]
6 Jun 2014, 7:20 am
Fixed-rate indexed annuities have a ceiling on interest rates, but they also have a floor. [read post]
17 Jan 2011, 7:38 am
" "Settlement planners may also play other roles ...such as a lawyer representing a claimant or obligor, a financial planner, an annuity broker, or a sales agent for an issuer of an annuity or provider of trust-based investment management products. [read post]
24 May 2022, 11:28 am
Some 72% of the value of publicly traded companies in America is owned by pensions, 401(k)s, individual retirement accounts, charitable organizations, and insurance companies funding life insurance policies and annuities. [read post]
2 Jul 2008, 8:31 pm
With annuities and insurance policies, extra fees are charged to cover death benefits, administrative costs and certain riders. [read post]
23 Jan 2014, 2:00 am
Security Types Involved in Arbitration Cases Type of Security1 2009 2010 2011 2012 November 2013 Corporate Bonds 373 239 179 124 79 Certificates of Deposit 71 41 31 31 30 Mutual Funds 1,556 863 652 392 289 Options 275 161 161 151 106 Common Stock 1,367 862 838 736 511 Limited Partnerships 73 80 104 70 79 Annuities 300 208 172 147 113 Preferred Stock 481 232 197 112 81 Variable… [read post]
30 Jul 2015, 12:13 pm
Purchase life insurance and annuities with long-term care benefits. [read post]
10 Mar 2012, 4:50 pm
The terms of the ELNY annuity contracts prohibit a reduction in payments. [read post]
8 Sep 2023, 12:51 pm
These measures led to a decrease in variable annuity exchanges to $838 million in 2019. [read post]
1 Aug 2007, 10:49 am
These days they rely on worker-funded 401(k) retirement accounts. [read post]
26 Feb 2009, 10:11 am
Attempts to construct planning strategies and solutions as part of the litigation and negotiation process; Encourages "early involvement" by plaintiff and defense structured settlement agents who: Represent the same annuity providers; Collaborate to maximize shared annuity sales; Provide similar "value-added" services (including litigation support) to justify commissions; Lack licensing and training to sell non-annuity products; Fail to… [read post]
