Sell Annuity

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

W.D.M. insurer fined $275,000 over annuity contracts – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Customers who purchased the annuity contracts from the West Des Moines company between 2002 and November 2008 were

Buying Variable Annuities – Walletpop.com
A subaccount’s investment performance determines the future value of a variable annuity. Subaccounts are often conservative funds that invest in bonds with the highest credit rating . Some annuities also offer subaccounts that invest in stocks. You

Will states crack down on stranger-originated annuities? – InvestmentNews
a model act similar to the one it had drafted for stranger-originated life insurance — the act of purchasing life insurance on someone for the express purpose of selling it on allow investors to take out annuities with death benefits

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

Milwaukee to make play for super-fast Google Web service – Milwaukee Journal Sentinel
Now Milwaukee is among the cities scrambling to entice Google to become the local Internet service provider. Milwaukee officials will apply to be a part of Google Fiber, an experiment in which Google plans to choose cities to lay new fiber lines and

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

W.D.M. insurer fined $275,000 over annuity contracts – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Customers who purchased the annuity contracts from the West Des Moines company between 2002 and November 2008 were

Buying Variable Annuities – Walletpop.com
A subaccount’s investment performance determines the future value of a variable annuity. Subaccounts are often conservative funds that invest in bonds with the highest credit rating . Some annuities also offer subaccounts that invest in stocks. You

Will states crack down on stranger-originated annuities? – InvestmentNews
a model act similar to the one it had drafted for stranger-originated life insurance — the act of purchasing life insurance on someone for the express purpose of selling it on allow investors to take out annuities with death benefits

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

Milwaukee to make play for super-fast Google Web service – Milwaukee Journal Sentinel
Now Milwaukee is among the cities scrambling to entice Google to become the local Internet service provider. Milwaukee officials will apply to be a part of Google Fiber, an experiment in which Google plans to choose cities to lay new fiber lines and

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

Tuesday A.M. Report – Minnpost.com
Hospitals try to improve patient experience: For a long time in health care, the phrase was not “The customer is always right.” It was “The hospital is always right.” That attitude is changing, and health care executives are using the phrase

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

American Equity fined $275K for unapproved annuity sales – InvestmentNews
with a $275,000 fine for allegedly selling unapproved annuity contracts to state residents The annuities were sold in cross-border sales, in which customers from one state traveled to another state to obtain products that aren’t sold in their

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit agents’ selling process from start to finish. Founded in 1991, MedLink is a national “wholesale” insurance brokerage agency offering brokers a comprehensive portfolio of products and services, including employee benefits, individual

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Tuesday A.M. Report – Minnpost.com
Hospitals try to improve patient experience: For a long time in health care, the phrase was not “The customer is always right.” It was “The hospital is always right.” That attitude is changing, and health care executives are using the phrase

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
Jackson National Life Insurance Co. reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves. The insurer’s sales and deposits rose 8% to a record $15.2 billion last year. The firm also reported record

American Equity fined $275K for unapproved annuity sales – InvestmentNews
with a $275,000 fine for allegedly selling unapproved annuity contracts to state residents The annuities were sold in cross-border sales, in which customers from one state traveled to another state to obtain products that aren’t sold in their

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit agents’ selling process from start to finish. Founded in 1991, MedLink is a national “wholesale” insurance brokerage agency offering brokers a comprehensive portfolio of products and services, including employee benefits, individual

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market at a discount. When the ailing bondholder dies, the surviving co-owner can then redeem them at face value and

Tuesday A.M. Report – Minnpost.com
Hospitals try to improve patient experience: For a long time in health care, the phrase was not “The customer is always right.” It was “The hospital is always right.” That attitude is changing, and health care executives are using the phrase

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit agents’ selling process from start to finish. Founded in 1991, MedLink is a national “wholesale” insurance brokerage agency offering brokers a comprehensive portfolio of products and services, including employee benefits, individual

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves yet, the company is instead pursuing casual and non-annuity producers for more selling opportunities. He said that will require a

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market for a discount. When the bondholder dies, the surviving owner can then redeem them at face value and potentially

Buying Variable Annuities – Walletpop.com
A subaccount’s investment performance determines the future value of a variable annuity. Subaccounts are often conservative funds that invest in bonds with the highest credit rating . Some annuities also offer subaccounts that invest in stocks. You

MetLife Eclipses Benmosche’s AIG After CEO’s Vow (Update1) – BusinessWeek
Robert Benmosche, said yesterday it would sell American Life Insurance Co. to Henrikson’s firm, one week after a $35.5 billion deal to divest another non-U.S. subsidiary to Prudential Plc. New York-based AIG is selling individual annuities

Iowa insurer fined for MN annuities sales – MSN Money
The Minnesota Department of Commerce has fined West Des Moines, Iowa-based American Equity Investment Life Insurance Co. $275,000 for allegedly selling unapproved annuity contracts in the state. Consumers who purchased the contacts were subject to

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

Tuesday A.M. Report – Minnpost.com
Hospitals try to improve patient experience: For a long time in health care, the phrase was not “The customer is always right.” It was “The hospital is always right.” That attitude is changing, and health care executives are using the phrase

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit agents’ selling process from start to finish. Founded in 1991, MedLink is a national “wholesale” insurance brokerage agency offering brokers a comprehensive portfolio of products and services, including employee benefits, individual

Jackson Life hits record sales, earnings in ’09 – InvestmentNews
reported record sales and earnings in 2009, as its fixed and variable annuities flew off the shelves yet, the company is instead pursuing casual and non-annuity producers for more selling opportunities. He said that will require a

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Investors Tap Into Deathbed Bond Deal – Wall Street Journal
In a little-known practice, investors can recruit a terminally ill person and together they can scoop up these bonds on the open market for a discount. When the bondholder dies, the surviving owner can then redeem them at face value and potentially

Buying Variable Annuities – Walletpop.com
A subaccount’s investment performance determines the future value of a variable annuity. Subaccounts are often conservative funds that invest in bonds with the highest credit rating . Some annuities also offer subaccounts that invest in stocks. You

MetLife Eclipses Benmosche’s AIG After CEO’s Vow (Update1) – BusinessWeek
Robert Benmosche, said yesterday it would sell American Life Insurance Co. to Henrikson’s firm, one week after a $35.5 billion deal to divest another non-U.S. subsidiary to Prudential Plc. New York-based AIG is selling individual annuities

Iowa insurer fined for MN annuities sales – MSN Money
The Minnesota Department of Commerce has fined West Des Moines, Iowa-based American Equity Investment Life Insurance Co. $275,000 for allegedly selling unapproved annuity contracts in the state. Consumers who purchased the contacts were subject to

Minnesota fines WDM company over annuities – Des Moines Register
American Equity Investment Life Insurance Co. has been fined $275,000 for allegedly selling unapproved annuity contracts in Minnesota. Consumers who purchased the annuity contacts by the West Des Moines company between 2002 and November 2008 were

MetLife CEO Eclipses Benmosche After Vow Not to Waste Crisis – Bloomberg
March 9 (Bloomberg) — MetLife Inc. Chief Executive Officer Robert Henrikson Asset Sales AIG announced separately on March 1 that it would sell AIA Group Ltd. to Prudential Plc for $35.5 billion, including $25 billion in cash. Both the deals this

MetLife CEO Eclipses Benmosche After Vow Not to Waste Crisis – Bloomberg
March 9 (Bloomberg) — MetLife Inc. Chief Executive Officer Robert Henrikson Asset Sales AIG announced separately on March 1 that it would sell AIA Group Ltd. to Prudential Plc for $35.5 billion, including $25 billion in cash. Both the deals this

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit Solutions has been offering agents its newly expanded offerings since January 2010 . Under the new relationship, AIMS provides marketing support for MedLink’s LTCi agents while MedLink does the same for life offerings from AIMS agents

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

AIMS Benefit Solutions Expands and Strengthens Life, Annuity, and – Earthtimes
AIMS Benefit Solutions has been offering agents its newly expanded offerings since January 2010 . Under the new relationship, AIMS provides marketing support for MedLink’s LTCi agents while MedLink does the same for life offerings from AIMS agents

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

Post recession, a new era of consumer caution arises – WTVF
As a credit counselor, Rodney Tullie has been helping consumers manage debt problems for two years. That’s been long enough to witness, from a front-row seat, what some are heralding as the end of an economic era. At Consumer Credit Counseling

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Iowa insurer fined for MN annuities sales – MSN Money
The Minnesota Department of Commerce has fined West Des Moines, Iowa-based American Equity Investment Life Insurance Co. $275,000 for allegedly selling unapproved annuity contracts in the state. Consumers who purchased the contacts were subject to

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Iowa insurer fined for MN annuities sales – MSN Money
The Minnesota Department of Commerce has fined West Des Moines, Iowa-based American Equity Investment Life Insurance Co. $275,000 for allegedly selling unapproved annuity contracts in the state. Consumers who purchased the contacts were subject to

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

Philanthropist accused of profiting from terminally ill – Providence Journal
Joseph A. Caramadre built a reputation as a philanthropist who gives millions of dollars to help Rhode Islanders. He and his family won praise from the United Way of Rhode Island as “guardian angels,” the last resort for some charities barely

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

European insurers may bid for ING Asia unit – Reuters
LONDON/AMSTERDAM (Reuters) – European insurers looking for a bigger slice of Asia’s high-growth markets could consider unsolicited bids for ING’s ( ING.AS ) Asian business, as a growing number of trade buyers hijack plans for IPOs. “There is interest

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

Philanthropist accused of profiting from terminally ill – Providence Journal
Joseph A. Caramadre built a reputation as a philanthropist who gives millions of dollars to help Rhode Islanders. He and his family won praise from the United Way of Rhode Island as “guardian angels,” the last resort for some charities barely

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Speaker Profiles – InvestmentNews
Over his 30-year career, Robert Arnott has endeavored to bridge two disparate worlds; the theoretical academy and the practical marketplace. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

European insurers may bid for ING Asia unit – Reuters
LONDON/AMSTERDAM (Reuters) – European insurers looking for a bigger slice of Asia’s high-growth markets could consider unsolicited bids for ING’s ( ING.AS ) Asian business, as a growing number of trade buyers hijack plans for IPOs. “There is interest

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Philanthropist accused of profiting from terminally ill – Providence Journal
Joseph A. Caramadre built a reputation as a philanthropist who gives millions of dollars to help Rhode Islanders. He and his family won praise from the United Way of Rhode Island as “guardian angels,” the last resort for some charities barely

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

Register for FREE – Wall Street Journal
Last year, the Internal Revenue Service caused an uproar when it began a campaign targeting thousands of U.S. taxpayers with offshore accounts, some of them illegal. The government just calmed the waters by officially narrowing the list of those

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
bill that would require employers who sponsor 401(k your assets with an annuity. But annuities do come with credit risk, the risk that the insurer selling the annuity could go belly up. What’s more annuities don’t offer protection against

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Proposal could shed light on 401(k)s – Buffalo News
The notion of using annuities as an income option for 401(k) plan participants is gaining traction. Labor Department Secretary Hilda L. Solis last week said the government plans to investigate how it can encourage the use of lifetime annuities or

Philanthropist accused of profiting from terminally ill – Providence Journal
Joseph A. Caramadre built a reputation as a philanthropist who gives millions of dollars to help Rhode Islanders. He and his family won praise from the United Way of Rhode Island as “guardian angels,” the last resort for some charities barely

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

Register for FREE – Wall Street Journal
Last year, the Internal Revenue Service caused an uproar when it began a campaign targeting thousands of U.S. taxpayers with offshore accounts, some of them illegal. The government just calmed the waters by officially narrowing the list of those

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
bill that would require employers who sponsor 401(k your assets with an annuity. But annuities do come with credit risk, the risk that the insurer selling the annuity could go belly up. What’s more annuities don’t offer protection against

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Proposal could shed light on 401(k)s – Buffalo News
The notion of using annuities as an income option for 401(k) plan participants is gaining traction. Labor Department Secretary Hilda L. Solis last week said the government plans to investigate how it can encourage the use of lifetime annuities or

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

European insurers may bid for ING Asia unit – Reuters
LONDON/AMSTERDAM (Reuters) – European insurers looking for a bigger slice of Asia’s high-growth markets could consider unsolicited bids for ING’s ( ING.AS ) Asian business, as a growing number of trade buyers hijack plans for IPOs. “There is interest

Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Tax Relief: IRS Eases Squeeze On Some Foreign-Account Holders – Wall Street Journal
Last year, the Internal Revenue Service caused an uproar when it began a campaign targeting thousands of U.S. taxpayers with offshore accounts, some of them illegal. The government just calmed the waters by officially narrowing the list of those

Proposal could shed light on 401(k)s – Buffalo News
BOSTON — It might increase the amount of money people set aside to pay for their expenses in retirement. Workers saving for retirement just might take on more risk than necessary in hopes of making up for not saving enough. What is it? Sens. Jeff

European insurers may bid for ING Asia unit – Reuters
LONDON/AMSTERDAM (Reuters) – European insurers looking for a bigger slice of Asia’s high-growth markets could consider unsolicited bids for ING’s ( ING.AS ) Asian business, as a growing number of trade buyers hijack plans for IPOs. “There is interest

Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities

A guarantee for your 401k? – MSN Money
the selling points of 401k plans became transparency and individual control. As the plans became widespread, mutual fund companies became the dominant managers of 401k’s, rather than the insurance companies that provide annuities or sell

Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission

DEALTALK-European insurers may bid for ING Asia unit – Reuters
ING’s Asian insurance unit booked a loss in the fourth quarter because of a 190 million euro charge in its Japanese business, which stemmed from changed assumptions about the surrender rate for variable annuities. ING has decided to stop selling them

Federal bill requiring data from employers on 401(k) projected income – Medford Mail Tribune
It might increase the amount of money people set aside to pay for their expenses in retirement. Then again, it might have some unintended consequences as well. Workers saving for retirement just might take on more risk than necessary in hopes of

The Right Way to Squirrel Money from the Taxman – Yahoo Finance
The Great Tax Dodge is under way already. The how and which of tax increases are still unclear. But there is no question about the if: Higher taxes are coming. Fearing that tax–code changes could slam fortunes large and small, investors aren’t

Tax Relief: IRS Eases Squeeze On Some Foreign-Account Holders – Wall Street Journal
Last year, the Internal Revenue Service caused an uproar when it began a campaign targeting thousands of U.S. taxpayers with offshore accounts, some of them illegal. The government just calmed the waters by officially narrowing the list of those