Equity Indexed Annuities Lawsuits

CLASS ACTION ANNUITY LITIGATION N1
N39 Notice to Members 05-50, Equity-Indexed Annuities, Member Responsibilities for Supervising Sales of Unregistered Equity-Indexed Annuities (Aug. 2005). as lawsuits attacking annuity products and sales practices continue and state regulators copy their lead. ... Retrieve Document

News Bulletin September 3, 2008 SEC Regulation Of Indexed ...
Consumer class action lawsuits and attorney Equity-indexed annuities guarantee a minimum interest rate, but that interest rate can increase based on the performance of the external equity reference or index. Most equity -indexed annuity ... View Document

Do you sell/offer Equity Indexed Annuities (EIAs) to your clients? Yes No If yes, how much annual been a party to lawsuits, judgements, Yesbankruptcies or liens? 3. Have you ever been fined by an insurance or securities regulatory ... Visit Document

Guaranteed Income For Life- With A Competitive Edge American ...
Rates and IA Sales 4Q2007 Indexed Annuity Sales Allianz Life $1,537,573,801 23.89% AVIVA 1,062,241,588 16.50% American Equity 524,847,349 8.15% Old Mutual 447,006,778 6.95% New Regs, Lawsuits Help Make Annuities Less Restrictive NAIC TOP TEN INDEXED ANNUITIES OF THE ... Retrieve Full Source

EQUITY INDEXED ANNUITIES
Tips on equity-indexed annuities 08:39 AM CDT on Sunday, April 15, 2007 Scott Burns scott@scottburns.com source of expensive lawsuits for brokerage firms that sell them." Unfortunately, that still doesn't tell us much about the actual investment. ... Doc Viewer

Structured Settlement - Wikipedia, The Free Encyclopedia
Often the periodic payment will be created through the purchase of one or more annuities, which guarantee the future payments. Structured settlement payments are sometimes called “periodic payments” and when incorporated into a trial judgment is called a “periodic payment judgment." ... Read Article

Financial Reform Frustration - Money Over 55 - Personal ...
"EQUITY INDEXED ANNUITIES - These annuities are complex financial products that promise a minimum return on your investment. which is why sales of these annuities have been the subject of many lawsuits. ... Read Article

ORAL ARGUMENT SCHEDULED FOR FRIDAY, MAY 8, 2009 No. 09-1021 ...
Accordingly, the equity indexed annuities described by Rule 151A satisfy the requirements for investment contract and, therefore, are securities. 73 _____ _____ CONCLUSION: For the foregoing reasons, the ... Document Viewer

Bibliography - Life Insurance - Annuities
SEC Replies to Lawsuits Challenging Annuities Rule, Daisy Maxey, Dow Jones News Service, 04/08/09 The Right Prescription: As the financial crisis grinds on, Equity Indexed Annuities Posted Hefty Gains Last Year, Ron Panko, BestWeek L&H, June 22, 1998 ... Fetch Document

Fixed Index Annuity Review-Master Dex X - YouTube
18:03 Wealth Strategies: The Dangers Of Equity Indexed Annuities part 1.mov by Jeff Voudrie 622 views 2:49 Ben Stein Talks Retirement -- Part 1 by NRPC07 66,470 views 2:27 Indexed Annuities Problems | Free Annuity Report! by TheAnnuitycampus 882 views ... View Video

The Annuity Conundrum: Responding To The Abuse Of Elderly ...
Technically speaking, fixed indexed annuities are a type of fixed annuity. American Investors, American Equity, defendants in separate lawsuits in various jurisdictions for fraudulently representing first- ... Return Document

Economic Security And The Economics Of Life And Health Insurance
Other uses Structured settlement annuity This annuity can be used in personal injury lawsuits Reverse mortgage annuity Variable annuity A variable annuity is a Just note the basic types here and that variable and equity indexed annuities are special cases of the first three types ... Document Viewer

MARKET CONDUCT EXAMINATION REPORT - Department Of Financial ...
A total of two thousand forty-two (2,047) equity-indexed annuities were sold to Vermont policyholders during the examination period. More than one-third of these (34.5%) were class action lawsuits which may involve Vermont policyholders, the examiners felt it ... Return Document

Indexed Life - YouTube
Also, the property becomes less attractive to lawsuits with no equity in the RE. With the cash out, deals can be pounced on when they come up. 5:04 The Truth About Fixed Indexed Annuities by Pete Mitchell by Pete Mitchell 6,918 views ... View Video

Part Five -- Part V Specialized Annuity Types
Lawsuits, however, we now see them being used in environmental clean-up settlements, Equity Indexed Annuities Equity-indexed annuities are a hybrid, combining features of fixed annuities with some of the investment potential of variable annuities. ... Read Document

Variable Universal Life Insurance - Wikipedia, The Free ...
An alternative for this in the 34% tax bracket would be to consider using Variable Annuities which does not limit the contributions and withdraw from it without annuitizing the contract. ... Read Article

S E C U R I T I E S & S TO C K F R A U D
Equity Indexed Annuities (EIA) What are equity indexed annuities What is the problem with EIA? Mutual Funds Don’t buy annuities if you’re worried about lawsuits. There are better and cheaper ways to protect your assets, such as buying ... View Full Source

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT ...
Equity’s IPO, in December 2003, American Equity Life financed $14.4 million of commissions through Service Company. Service Company borrowed $14.5 million from American Equity to pay those commissions on American Equity Life’s behalf. This ... Return Doc

Fixed/Equity Indexed Annuities
• In the past three decades tax deferred annuities have Equity/Fixed Indexed Annuities (EIAs/FIAs) • FIAs are all the rage these days This will help prevent lawsuits. 12 How Does Money Grow $100,000 Lump Sum Deposit + 15% + 16% + 11% - 17% + 10%-4% ... Access Full Source

Annuity Class Action Litigation—Trends And Strategies For ...
Easier to consolidate multiple lawsuits before one judge, sometimes in the most convenient of jurisdictions 3. Mechanisms of steering cases to either state or federal courts. equity indexed annuities, and used uniform and misleading sales literature that falsely con- ... Visit Document

Midland Annuities Reviewed | Free Annuity Report! - YouTube
18:03 Wealth Strategies: The Dangers Of Equity Indexed Annuities part 1.mov by Jeff Voudrie Featured 657 15:00 Is Indexed Universal Life Good or Bad? by BrokersAlliance 2,921 views 1:09 Ask Suze: What's wrong with annuities? by moneymindedmoms 46,542 views ... View Video

Personal Insurance Sitemap - Page 9 - Spiderbites Of About ...
What's the Buzz About Equity-Indexed Annuities? With the common occurrence of lawsuits, learn why it is a must for every home, auto, and watercraft owner. Why Every Policyholder Needs Umbrella Insurance Umbrella insurance is not just for the wealthy. ... Read Article

By Email: Rule-comment@sec - North American Securities ...
Certain Equity-Indexed Annuities to Regulation Under the Federal Securities Laws lawsuits, and media accounts, including the recent investigation featured on “Dateline NBC.” State securities regulators have witnessed the same trend. ... Fetch Doc

Ity will protect them from lawsuits or seizures of their assets.” In a related vein, the SEC recently approved 2011. 10 Th e new rule resolves the issue of whether equity-indexed annuities are insurance products or securities. Th e new rule provides that if the amounts payable by ... View Full Source