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31 Jan 2023, 2:20 pm
Liddle sent $185 monthly “interest payments” to this client, and also advised her to exit an annuity that he claimed was “high risk,” and reinvest those funds into something similar to L-Bonds. [read post]
22 Nov 2016, 7:46 am
The managing member is alleged to be “legally responsible for the liabilities of Access Funding. [read post]
29 Jan 2019, 7:52 am
The new rules and guidance cover: information which is sent to consumers before they decide how to access their pension savings, including ‘wake-up’ packs, ‘wake-up’ pack reminders and additional retirement risk warnings; information provided to consumers about annuities and eligibility for enhanced annuities; and changes to make the cost of drawdown products clearer and more comparable.In CP19/5 the FCA is consulting on: The changes to ‘wake-up’… [read post]
11 Dec 2020, 12:20 pm
On March 5, 2020, a federal jury convicted Lindberg of conspiracy to commit honest services wire fraud and bribery concerning programs receiving federal funds. [read post]
3 May 2021, 1:54 pm
This applies to recommendations of REITs, annuities, and other investments. [read post]
25 Sep 2014, 6:18 am
FINRA found that Moniz also inaccurately represented the source of funds for the variable annuity and managed account. [read post]
9 Mar 2007, 7:24 am
Two things we do know is that (1) Forge Consulting is a fund raiser for former Senator and current Presidential candidate John Edwards and has hosted events at its Buffalo offices and (2) that Forge Consulting is using the "endorsement" of former Senator and current Presidential candidate John Edwards to sell annuities and other insurance products, investment products and trust services. [read post]
3 Mar 2008, 3:19 am
Not only did the terms of the annuities imposed nasty penalties if she tried to access principal in the first seven years, but she was not told that the money used to buy the annuities would cause the balance of the mortgage to increase by at least $600 per month.According to the Times, the lender, Senior American Funding, has been sued a number of times for fraud and elder abuse for similar practices. [read post]
10 Jan 2007, 12:10 pm
Check with your state's insurance department to see if the individual is licensed to sell annuities (or life/life insurance authority as it will show up on state licenses) Most insurance departments will not permit you to solicit insurance products (annuities) or even talk about them (creation or disposition) without an active license. [read post]
13 Jul 2008, 8:39 pm
Inc. (1) condones the business practices of Symetra Assigned Benefits Service Company ("SABSCO") (2) places business with Symetra Life Insurance Company, meaning that it is permitting its client's annuities to be owned SABSCO by in spite of its prior knowledge of these business practices? [read post]
7 Aug 2015, 8:29 am
Such financial matters may lead a broker to seek funds by providing client’s improper advice. [read post]
1 Oct 2010, 2:24 pm
., No. 1073, Maryland Court of Special Appeals, the tax lien that affected the interests of both factoring companies in a transaction that, while not involving structured settlement payment rights, did involve annuity-funded future payments and a court-approved transfer of the payment rights. [read post]
26 Dec 2011, 8:55 am
In the Matter of Sandra McDuffie - A New York trial court ruled against an estate administrator who proposed to purchase an annuity for a minor child of the decedent stating "the Court cannot authorize the administrator to restrict funds due to an infant after the infant has reached the age of [majority]". [read post]
8 Oct 2020, 5:11 am
In the end, the Wakpamni were left with $60 million in debt, and the fund investors lost over $40 million. [read post]
2 Aug 2024, 4:10 am
The Anishinaabe of the upper Great Lakes traded their land for a perpetual annuity, paid from the land’s resource revenues. [read post]
29 Jan 2015, 1:00 am
There is a different type of charitable remainder trust called a charitable remainder annuity trust. [read post]
25 Mar 2021, 12:24 pm
Allegations include “unsuitable and concentration of annuities,” and “the purchase of a private placement was made without complainant’s approval,” among others. [read post]
29 Feb 2008, 7:00 am
Their fund options include more than 180 stock, bond, mixed, and international offerings, as well as variable annuity portfolios. [read post]
22 Jun 2011, 7:43 pm
The funds in the account are then invested in annuities. [read post]
31 Jul 2013, 9:50 pm
Living in sunshine is a dream for those who have worked hard all their lives and who have saved, put together their 401(k), IRAs, annuities, savings, pensions and social security funds for their retirement years. [read post]
