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August 24, 2010
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Annuity News

 

Beware Of Charitable Organization Acting As Annuity Entity

Lake Worth Tax Return Preparer Convicted On Tax Fraud, Contempt Charges

Denn Bars Company From Doing Business In Delaware

Department Arrests Former Northridge Insurance Agent in Fraudulent Investment Scheme

Trust Mills Can Be Financial Traps

Former Insurance Broker Sentenced For Fraud And Money Laundering

Botetourt Woman Pleads Guilty To Mail Fraud And Money Laundering

Mayor Bloomberg Announces Tentative Agreement With The Uniformed Firefighters’ Association

Attorney General Swanson Files Suit Against Allianz Life

SEC And NYSE Settle Enforcement Actions Against Goldman Sachs

Former Massachusetts Insurance Broker Sentenced For Fraud And Money Laundering

In The Matter Of Kelmoore Investment Company, Inc.

Ozark Man Indicted For $2.8 Million Securities Wire Fraud

Three Samsung Execuitives Agree to Plead Guilty, Serve Jail Time

SEC’s Office of the Chief Accountant and Divisions of Corporation Finance and Investment Management Release Staff Accounting Bulletin 108

Last Atlantis Capital Management Appoints Former Head of Midwest Discount Brokers

Former Bank Manager Sentenced For Embezzling Over $2 Million From Employer

In California, Awards Granted For The Life And Annuity Consumer Protection Program

Carnahan Cracks Down In Variable Annuity Case

Georgia Man Sentenced For Investment Advisor Fraud

Treasury and IRS Issue Guidance on Source of Income

Lawsuit Charges Insurance Companies, Financial Planners

Agent Arrested in Annuity Fraud Scheme

Information On Annuities

Local attorney indicted by federal grand jury on tax charges

OTR Issues Advisory on Survivor Benefits

Insurance Companies Settle Improper Trading Case

Department Confirms 1.4 percent Fixed Annuity Dividend for WRS Annuitants

SEC Brings First Enforcement Action Against Insurance Companies for Permitting Market Timing of Mutual Funds

California Leads Securities Regulators Crackdown on Promissory Note Fraud

Railroad Retirement Annuity Estimates to be Available Online

Armed Services Committee Improves Veterans Survivor Benefit Plan

Why Haven't Price-Level Indexed Annuities Taken The Financial World By Storm

New Orleans Hospital Corporation Agrees To Guarantee Pensions

Maine Woman Pleads Guilty To Making False Statements Related To Health Care Matters

Committee Acts to Protect Charitable Giving

Department of Employee Trust Funds Announces Annuity Dividend and Variable Adjustment for Retirees

New Washington State Law Defines Variable Annuities as Securities

Contact us now to obtain a free case review or more information on our New York Annuity Lawyers.

 
Did You Know?    
 
 
A variable annuity has two phases: an accumulation phase and a payout phase.
During the accumulation phase, you make purchase payments, which you can allocate to a number of investment options. For example, you could designate 40% of your purchase payments to a bond fund, 40% to a U.S. stock fund, and 20% to an international stock fund. The money you have allocated to each mutual fund investment option will increase or decrease over time, depending on the fund's performance.

 


  Newsroom  
 


Latest news about Annuity cases in New York and nationwide:

Trust Mills Can Be Financial Traps
Consumer:  I’m exploring estate planning options, including living trusts. I’ve read recent warnings about “trust mills.” What are these?

...

Read more >


In The Matter Of Kelmoore Investment Company, Inc.
The Commission issued Order Instituting Administrative andCease-and-Desist Proceedings, Making Findings, and Imposing Remedial Sanctions and a Ceas...
Read more >


Lawsuit Charges Insurance Companies, Financial Planners
Lawsuit Charges Insurance Companies, Financial Planners with Elder Abuse, Fraud; Consumer Protection Action Alleges Corporate Scare Tactics...
Read more >


More Annuity News >

 
 

Annuity Lawyers.com Terms

 


Today's Terms

Annuity, Postponed

Definition:
Delaying your FERS annuity benefit to sometime in the future after meeting your Minimum Retirement Age but before age 62.

Immediate annuity

Definition:
An annuity that begins no later than one month after the date the insurance would otherwise stop An annuity under 5 CFR 842.204(a)(1) for which the starting date has been postponed under 5 CFR 842.204.

Conversion

Definition:
The exchange of group insurance for insurance under an individual policy purchased from a private insurance company approved by the Office of Personnel Management.

More Annuity Lawyers.com Terms >

 

Annuity Law Resources

 


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Annuity Law Hot Topics

 
Topics Related to Annuity:

  • Client Manipulation
  • Providing False Information
  • Lying to Auditors
  • Unauthorized Transactions
  • Breach of Fiduciary Duty
  • Broker Embezzlement

More Annuity Law Topics >

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